Synchronization with Microsoft Outlook Calendar

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.

Using the synchronization

As soon as the connection is established, Planfix adds tasks to the Outlook Calendar, which reflects events in Planfix. This also applies to changes in task/event deadlines and durations. New events appear in the Outlook Calendar almost instantly. When linking an Outlook Calendar, up to 300 events are synchronized simultaneously. Events for the upcoming week are sent once a day, provided the following conditions are met: No changes have been made to them in Planfix. There were more than 300 events in the previous week. Tasks created in the Outlook Calendar will be created in Planfix with the parameters specified in the synchronized Planner list: