Connecting your calendars

If you use Google Calendar or a Microsoft Office Outlook 365 calendar, you can take advantage of some features that help keep you on top of your tasks.

Connecting to Google Calendar 

Syncing your Google Calendar with BasicOps is a great way to see your daily schedule directly in BasicOps. Meetings and appointments that are scheduled for today appear on the Home page in the calendar area so that you can plan your day without switching between your BasicOps and Google accounts.

How to connect Google Calendar  

1. Click your profile photo at the top of the right sidebar and select Account Settings.
2. In the General tab, click Sync your Calendar.
3. Click Google Calendar from the dropdown.
4. Click Save.

How to disconnect Google Calendar:

1. Click your profile photo at the top of the right sidebar and select Account Settings.
2. In the General tab, under Calendar, click Disconnect Google Calendar.
3. Click Save.

Connecting to Outlook 365

If you use Outlook 365 calendar, you’re in luck! Your Outlook calendar can display all tasks for the projects you’re a member of. You’ll save time, work more efficiently, and eliminate the headaches of maintaining multiple calendars when you connect your BasicOps account with your Outlook calendar.

Everyone on a project team can connect to their Outlook calendar to see tasks. A task shows up on an Outlook calendar as an event on the task’s due date — helping you and your team stay on track. (Don’t worry about tasks without a due date. They’re on the calendar, too, but listed on December 31 of the current year.)

If you’re working in your Outlook calendar, you don’t have to return to BasicOps to make a change to a task. You can make changes to the event in Outlook, and they’ll be made directly in BasicOps.

 

How to connect Outlook 365 calendar:

1. Click your profile photo at the top of the right sidebar and select Account Settings.
2. In the General tab, click Sync your Calendar.
3. Click Outlook 365 Calendar from the dropdown.
4. Click Save.

How to disconnect Outlook 365 calendar:

1. Click your profile photo at the top of the right sidebar and select Account Settings.
2. In the General tab, under Calendar, click Disconnect Outlook 365 Calendar.
3. Click Save.

Using your Outlook calendar 

Before you get started connecting to your Outlook calendar, there are a few things you should keep in mind:

• Sync your Calendar by Account Settings.
• To be displayed in Outlook, a task must have been assigned to a team member. Tasks without an assignee don’t show up in Outlook. If an assignee doesn’t connect to Outlook calendar, their assigned tasks aren’t displayed on anyone’s calendar.
• Each project team member must connect BasicOps and their Outlook calendar to see the tasks. (It’s really easy and fast; we show you how below.)

And voila! It happens! All tasks with an assignee are displayed on the calendar of all Outlook-connected team members.

 

When a task becomes an event

Here’s what happens to tasks in each Outlook-connected team member’s calendar:

• The task becomes an Outlook event.
• The task name becomes the title for the event.
• If there’s a task description, it shows up in the message box at the bottom of the event Details page.
• The task’s due date is used as the event’s end date. If the task doesn’t have a due date, the event is given an end date of December 31 of the current year.
• The assignee is listed as the event organizer.
• Team members become optional event attendees. (Task followers aren’t included in the list of attendees.)

Changing a task changes its event

If you change a task’s name, description, due date, or assignee in BasicOps, the change is also made to the event in the calendar of Outlook-connected team members. If a team member is removed from the task or its project, they’re removed from the attendees list in Outlook. So, the event information in your calendar is always in sync with your task info.

Note: Events created in Outlook don’t create a task in BasicOps.

Changing events in Outlook

If you have the authority to change an event in Outlook, you can change an event created from a BasicOps task. If you make a change to the Outlook event, the task will be changed in BasicOps, too. You can change these details for an event:

• Event title. Editing the event title in the Outlook calendar changes the task name in BasicOps.
• Event description. Editing the event description in the Details message box changes the task description in BasicOps.
• Event end date. Changing this date changes the task’s due date.

Note: If you delete the event from Outlook, the task will also be deleted from BasicOps.