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Export Tasks to Calendar

Icon admin
2 min read
Updated:

You can export your tasks to Google Calendar, Yahoo Calendar, iCal, and Outlook Calendar.

There are several ways to export a task or an appointment to a calendar in the system.

 

MyDiary – List View

By default, when you access your MyDiary, it will be on a grid view. To export a task to your calendar, click on the List View icon.

Grid View

Click on the kebab icon to see the ‘Export to Calendar’ option.

Click on ‘Export to Calendar’ and choose which calendar you would like your task to be exported.

 

Tasks Tab – Leads/Prospects/Customers

When you go to the Leads/Prospects/Customers tab, you will find the appointments made on your contacts under the Tasks tab.

Click on the kebab iconto see the ‘Export to Calendar’ option.

Click on ‘Export to Calendar’ and choose which calendar you would like your task to be exported.

export tasks to calendar
 

Appointments tab – Deals Section

On the deals section, under the ‘Appointments’ tab, you will see all the appointments that have been added to your deal.

Click on the kebab iconto see the ‘Export to Calendar’ option.

Click on ‘Export to Calendar’ and choose which calendar you would like your task to be exported.

export tasks to calendar