- From Insight Tasks, select a Task and then click ‘Add to Calendar’ to instantly sync the Task name, details, and due date as an all-day event to your calendar.
- Specify the event time and customize the event recurrence from Outlook/Google. If an event is recurring in Insight, you’ll also have to make it recurring from your calendar.
- To keep colleagues informed of key dates, add them to the calendar event.
- The body of the event includes a link back to the Task in Ontra, so it's easy to view related subtasks and other context.
- Once saved, you can view obligation-related deadlines in the context of your other events, eliminating the need to frequently toggle between your calendar and Insight to stay up-to-date.
Tip: If you edit a Task in Insight that has already been added to your calendar, the changes will not be reflected, and you'll have to re-add the event to your calendar.
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