Syncing Tasks

You can sync WBS, route, and collaborative tasks to your Outlook tasks folder.

Required access roles: Author, Leader, Owner

Before you begin: To sync your tasks to Outlook:
  1. Log in to the 3DEXPERIENCE platform using Collaboration for Microsoft's Microsoft Outlook integration.
  2. In the Collaboration for Microsoft client configuration, in the Microsoft Outlook area set your preferences for Tasks.

    Based on the preferences you have set, if you login as a 3DEXPERIENCE user whose email id is not configured in Outlook, a prompt message appears. The message informs you that all the meetings and tasks associated with the email id will sync to your Outlook calendar. You can choose to sync or stop the syncing of meetings and tasks associated to that email id.

  3. In Outlook, to manually sync the tasks, in the toolbar ribbon, click Sync Tasks .

    Based on your preferences, the synchronization of tasks can be set to be done automatically or manually. If you choose to sync automatically, the sync operation will be performed periodically after the time interval defined in the settings. The default time interval is one hour for task sync.

After syncing the tasks, they are automatically added to the Tasks folder based on the set user preferences. If you have chosen to be notified for any new or modified task that is received from 3DEXPERIENCE, then you are notified with the list of new or modified items.

A 3DEXPERIENCE user can view other details of the task from Microsoft Outlook itself using the functions available on the toolbar ribbon. Depending on whether it is a WBS Task, Route task, or Collaborative task, different functions are available. See 3DEXPERIENCE Toolbar Ribbon for Microsoft Outlook for further information.

You can create a Collaborative task from Outlook using Save. The newly created task is assigned to the logged in user and promoted to ready state.

The following table list the attribute mappings;

Task Type Microsoft Outlook field 3DEXPERIENCE Attribute
Collaborative Task

WBS Task

 Subject Name or Title
% complete Percent complete
Due date Estimated Finish date
Route Task Subject Name : Title
Due date Due Date

Outlook compares the earlier values of an attribute with the changed values and saves the difference between the attribute values.You can also view or edit the attributes.

Note: The sync operation synchronizes the tasks created or modified in 3DEXPERIENCE since the last sync.

If a task that has been synchronized to Microsoft Outlook is now longer assigned to you or it is deleted in 3DEXPERIENCE, a prompt is shown in outlook to select the appropriate action as to Delete task from Microsoft Outlook, Categorize task to be deleted manually or Keep task as it is.