Manage Tasks and Meetings in Outlook

You can use Microsoft Outlook to schedule and manage meetings and tasks for a case.

Tasks you manage in Outlook are different from those you manage in ICM.

 

To schedule and manage meetings and tasks for a case using Outlook:

  1. Open the required case.

  2. Select the Overflow tab > Select the Outlook tab.

    The meetings you're scheduled to attend are listed under the Calendar tab:

    • Select a meeting to display more details about it.

    • Right-click a meeting > Select Edit to change the appointment in Outlook.

  3. Select the Tasks (Outlook) tab.

    • Select a task to display more details about it.

    • Right-click a task > Select Edit to change it in Outlook.