Integrating Task Lists with Microsoft Outlook

Data Source Types: Planning, Financial Management, Oracle Hyperion Financial Close Management

You can import task lists into Microsoft Outlook and use Outlook functionality to manage your tasks. Changes to the status of tasks are sent back to the data source, but you cannot delete tasks in Outlook.

  To import task lists into Microsoft Outlook:

  1. Ensure that Outlook displays a Smart View menu. If it does not:

    1. Close Outlook.

    2. In Excel, from the Smart View ribbon, click Options, and then Advanced in the left panel.

    3. Clear Disable Smart View add-in in Outlook.

    4. Click OK.

  2. Open Outlook.

  3. Click Smart View and select Task List.

  4. Select Shared Connections or Private Connections.

  5. From the Task List, click Select application.

  6. In Select Application, from the drop-down menus, select the server and application associated with the task lists to import.

  7. Click OK.

    All task lists associated with the selected application are displayed in Task List.

  8. Double-click a task list to display its individual tasks in Outlook Task Lists.

    From here, you can apply Outlook functionality to your tasks. See the Outlook product documentation for information on working with tasks in Outlook.