Task Sync Options

Select task sync options for Outlook integration.

  1. Open Outlook.
  2. Click the arrow next to the Sync Email button and select Sync Settings.
  3. Click the Sync Task tab.
  4. Select options.

    Sync Task Tab

    Field Description

    Sync Direction

    This section contains check boxes for selecting task synchronization settings.

    Selecting only one of the task synchronization settings results in a one-way synchronization.

    From Oracle Service Cloud to Outlook

    Select to sync task data from B2C Service to Outlook.

    From Outlook to Oracle Service Cloud

    Select to sync task data from Outlook to B2C Service.

    Auto Sync Events

    This section contains options for selecting when you want to sync tasks.

    Attempt Sync When Saved

    Select to sync task data between B2C Service and Outlook when a task is saved in Outlook.

    Attempt Sync When Open

    Select to sync task data between B2C Service and Outlook when a task is opened in Outlook.

    Sync On Demand Only

    Select to sync task data between B2C Service and Outlook only when you click Share or Sync All Tasks on the Outlook toolbar. This option is selected by default.

    Note: If both the From Oracle Service Cloud to Outlook and From Outlook to Oracle Service Cloud check boxes are selected, a two-way task synchronization occurs. If the same data you are updating in Outlook has been updated by another staff member working in B2C Service, the data from B2C Service will be used during the two-way synchronization.
  5. Click OK to save the task sync settings and close the Sync Settings window.