Synchronization with Microsoft Outlook Calendar: Difference between revisions

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Planfix offers an [[Integrations |integration]] with Microsoft Outlook Calendar
== Set up ==
In a pre-made [[Planner]] calendar, click on the three dots to open the drop-down menu and select "Settings":
In the window that appears, go to "Integrations" and click on the "Link" button:
Next, click the "Accept" button in the pop-up window where you permit Planfix to manage events in your Outlook Calendar:
Employees can synchronize their tasks from the shared Planfix calendar with their personal Outlook Calendar. To make this possible:
*The calendar must have the condition: "Assignee" = Me.
*As shown in the images above, each employee must individually enable calendar synchronization between Planfix and their Outlook calendar.

Revision as of 15:31, 12 March 2025

Planfix offers an integration with Microsoft Outlook Calendar

Set up

In a pre-made Planner calendar, click on the three dots to open the drop-down menu and select "Settings":

In the window that appears, go to "Integrations" and click on the "Link" button:

Next, click the "Accept" button in the pop-up window where you permit Planfix to manage events in your Outlook Calendar:

Employees can synchronize their tasks from the shared Planfix calendar with their personal Outlook Calendar. To make this possible:

  • The calendar must have the condition: "Assignee" = Me.
  • As shown in the images above, each employee must individually enable calendar synchronization between Planfix and their Outlook calendar.