Synchronize your Tasks with Outlook

1. Click Personal Settings -> Outlook Sync

2. Click Download Now

3. Start Outlook 2003 or 2007.

4. A toolbar will be added to the Outlook interface

5. Click Tools -> Options

6. Click Project Web Access Tab

7. There are two options for importing Tasks

a. Outlook Tasks

b. Outlook Calendar

8. You can also set your Project web access user id and password for automatic login and status update.

9. From PWA Toolbar Click Import New Assignments

10. Click OK to import the tasks

11. Tasks will be displayed on Outlook Welcome Screen as well as tasks page

12. Click ON Tasks button on the left menu to go inside the tasks page

13. Click on any task to see its details

14. Now Double Click on any task to see its details

15. Click next or Previous to move into different time spans.

16. Enter the appropriate time in the task progress or timesheet information

17. To save click Save to Project Web Access

18. To Sent Timesheet to Project Manager Check the “And submit to project manager”.

19. You can also visit the PWA from the buttons given on this page.

20. Using Outlook Calendar

a. Change the settings in PWA Options

b. Click Import Assignments from Toolbar

c. Click OK

d. You will automatically see the notification if the tasks are late otherwise you can see the task from calendar page.

e. Click On Calendar

f. Navigate to the dates of the tasks

g. You can also choose categories to identify various tasks.

h.

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4 thoughts on “Synchronize your Tasks with Outlook

  1. This feature looks great. Unfortunately, I keep getting an error message on the Login dialog > Test Connection. It continually says, "Project Server URL seems to be invalid." I tried both internal and external URL, which both work fine in my web browser on the same machine, within my network. Please help!

  2. I fixed half the problem, by doing as follows:

    Go into IIS > Select the PWA site > Properties > Directory Security > Authentication and access control > Edit > Place a check next to \’Enable anonymous access\’. Leave the default Username and Password (I am not sure where it got that username and Password info.) > OK
     
    Now, Outlook successfully checks the Project server, but Authentication fails. I cannot figure out how to get the Outlook Add-in to pass on the correct Windows Account credentials. The add-in displays \’Your credentials were not accepted by the server. Contact your admininstrator…\’   By the way, note that the dialog itself misspells the word, administrator 🙂
     
    I tried by setting up the correct Windows Account credentials info in Vista\’s User Password Manager, for my PWA site. But the Add-in is apparently disregarding those credentials.
     
    Does anyone know how I can control the credentials used by the where the Outlook Project Add-in? Please assist!
     
    Notes:
    Project Server 2007 is running on Windows Server 2003.
    Workstation = Vista Ultimate that is NOT connected to my domain.

     
    Instead, the add-in displays \’Your credentials were not accepted by the server. Contact your admininstrator…\’   By the way, note that the dialog itself misspells the word, administrator 🙂
     
    Does anyone know how I can control the credentials used by the where the Outlook Project Add-in? Please assist!
     

  3. I fixed half the problem, by doing as follows:

    Go into IIS > Select the PWA site > Properties > Directory Security > Authentication and access control > Edit > Place a check next to \’Enable anonymous access\’. Leave the default Username and Password (I am not sure where it got that username and Password info.) > OK
     
    Now, Outlook successfully checks the Project server, but Authentication fails. I cannot figure out how to get the Outlook Add-in to pass on the correct Windows Account credentials. The add-in displays \’Your credentials were not accepted by the server. Contact your admininstrator…\’   By the way, note that the dialog itself misspells the word, administrator 🙂
     
    I tried by setting up the correct Windows Account credentials info in Vista\’s User Password Manager, for my PWA site. But the Add-in is apparently disregarding those credentials.
     
    Does anyone know how I can control the credentials used by the where the Outlook Project Add-in? Please assist!
     
    Notes:
    Project Server 2007 is running on Windows Server 2003.
    Workstation = Vista Ultimate that is NOT connected to my domain.

     
    Instead, the add-in displays \’Your credentials were not accepted by the server. Contact your admininstrator…\’   By the way, note that the dialog itself misspells the word, administrator 🙂
     
    Does anyone know how I can control the credentials used by the where the Outlook Project Add-in? Please assist!
     

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