How to get tasks in MLO sent/synced with outlook tasks that others can see

[Andrew M Rosenthal]

How can i have my tasks that i delegate to 3rd parties easily sent and shared with them using outlook.   I did a google search and it wasnt quite clear.

Is this doable on the desktop app.  I mainly use the mobile app but could switch to desktop (and pay more) if this is doable

[M. Leigh Bender]

Andrew,

You can set your MLO up to sync with Outlook tasks and delegate them via Outlook. I don't know of a way to delegate from MLO directly. I do that sometimes and only sync a subset of my MLO tasks with Outlook (otherwise it would get unwieldy).

Hope that helps,

Leigh

On Sun, Oct 30, 2022 at 10:43 AM Andrew M Rosenthal <andrewmro...@gmail.com> wrote:

How can i have my tasks that i delegate to 3rd parties easily sent and shared with them using outlook.   I did a google search and it wasnt quite clear.

Is this doable on the desktop app.  I mainly use the mobile app but could switch to desktop (and pay more) if this is doable

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Respectfully,

Leigh

[Andrew M Rosenthal]

You mean you make the task in MLO then assign it within outlook by sending that task to that persons email correct

is there a way to email a task from within mlo to a 3rd person?

[M. Leigh Bender]

Andrew,

I was referring to the MLO desktop for sync'ing. To answer your question, yes, you can make the task in MLO and assign it in Outlook. The process would be:

1) Create task in MLO 

2) Via the Desktop, sync task(s) to Outlook

3) Assign task to user in Outlook

4) Can re-sync with MLO periodically

MLO supports either uni-directional (MLO to Outlook, Outlook to MLO) or bi-directional sync'ing and you set up which tasks to sync. I have a dedicated view called "Sync to Outlook" which is a subset of my work tasks I'm working on I want in outlook. I do that because I use an Outlook add-in called Taskline that will auto schedule tasks to compete. Kind of like time-blocking but letting the computer do the scheduling.

It does require you the utilize Outlook to assist with task management but that mostly around communication and, I'm assuming, you use Outlook regularly.

Leigh

To view this discussion on the web visit https://groups.google.com/d/msgid/mylifeorganized/b195a673-8fce-4e24-8282-0c108165a54fn%40googlegroups.com.

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Respectfully,

Leigh