Task sync rules for Outlook

To start task sync you need to allow Yoxel to access tasks and then to configure the task sync rule.

Allowing Yoxel to sync tasks

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To allow Yoxel to sync tasks you need to navigate to your Yoxel sync page (from 'My Profile' -> 'Integrations'), expand Teamwork and Outlook (Office 365) services, and make sure that Task sync is selected for both services. After selecting Task sync modules, click the Save button.

Configuring the task sync rule for Salesforce

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Expand the task rule section for Teamwork:

Yoxel syncs all tasks assigned to you either bi-directionally or one-way. To enable the bi-directional sync, select “Allow updating, creating, deleting”, and to enable the one-way sync select “Prevent any modifications” option.

Configuring the task sync rule for Outlook

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For Outlook you can enable Yoxel to sync either all your tasks, “All my tasks” option, or only those that are assigned task list categories, “All tasks from task list categories and” option. If you choose the second option for syncing, Yoxel creates the task list categories when syncing your Teamwork tasks to Outlook. You can then sync Outlook tasks directly to Teamwork task lists by creating them in Outlook and assigning those task list categories.

Note, when you first activate the sync, Yoxel will sync only active tasks, those that do not have the “Completed” status.

Yoxel syncs all tasks either bi-directionally or one-way. To enable the bi-directional sync, select “Allow updating, creating, deleting”, and to enable the one-way sync select “Prevent any modifications” option.