About Creating, Modifying, or Deleting a Task Record

You can add a new task record, change an existing task record, or remove a task record in either Siebel Business Applications or in Microsoft Outlook. Synchronization is automatic for task (to do activity) records that are created in Siebel Business Applications. For task records that are created in Microsoft Outlook, whether or not synchronization is automatic depends on the following:

• If your administrator has enabled inbound activity filtering or the Opt-in feature, then you must enter a valid value in the Category field to indicate that the task is to be synchronized. For additional information, see About Inbound Activity Filtering and About Using the Opt-in Feature.

• If you select the Private check box for the record, and if the administrator has enabled the Ignore private records option for the Task domain, then the record is not synchronized. For additional information, see About the Ignore Private Records Feature.