A common question that we receive is how do I see my YGL tasks in Outlook/Gmail so that I can set notifications and reminders?
Please keep in mind: This does NOT create a link between YGL calendar and your email calendar.
OUTLOOK INSTRUCTIONS
This will simply add the YGL tasks to your outlook calendar. If you add any new tasks within YGL, you will need to re-upload a new version of the calendar to your outlook. If you complete a task in Outlook, this does NOT complete the task in YGL.
1) Select the 'Tasks' tab at the top of the screen
2) Select 'Task Calendar'
3) Filter calendar to what you would like to export (i.e. just for your username and only for the work week or tasks only associated to leads and for the calendar month)
4a) Select 'Export to iCalendar' to ONLY download your current view (i.e. if you have the work week calendar view open, you are only exporting your work week. If you are currently viewing the entire month, you will export only that month)
4b) Select 'Export All to iCalendar' to download EVERY single task moving forward (the only filter that will apply is either username or the leads/sources check boxes). Again, this does not update if you add any new tasks in the future in YGL.
5) This will download a file to your computer, please open that file and it should default open to your Outlook calendar. If it does not, please make sure that Outlook is your default program for opening iCalendar files (you can also have your IT department assist with this request).
GMAIL CALENDAR INSTRUCTIONS
This will simply add the YGL tasks to your gmail calendar. If you add any new tasks within YGL, you will need to re-upload a new version of the calendar to your gmail. If you complete a task in Gmail, this does NOT complete the task in YGL.
1) Select the 'Tasks' tab at the top of the screen
2) Select 'Task Calendar'
3) Filter calendar to what you would like to export (i.e. just for your username and only for the work week or tasks only associated to leads and for the calendar month)
4a) Select 'Export to iCalendar' to ONLY download your current view (i.e. if you have the work week calendar view open, you are only exporting your work week. If you are currently viewing the entire month, you will export only that month)
4b) Select 'Export All to iCalendar' to download EVERY single task moving forward (the only filter that will apply is either username or the leads/sources check boxes). Again, this does not update if you add any new tasks in the future in YGL.
5) On the left-hand side, you should have a drop down that says 'Other Calendars', select the down arrow on the right side of the text 'other calendars'
6) Select 'import calendar'
7) Choose the file that you've just downloaded from YGL
8) Choose the google calendar that it should be saved to
9) Select import!
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