Tasks and Appointments work similarly. The difference is that Tasks set a reminder only to yourself, while Appointments attach another person to the calendar.
1. Select 'Activities' from the New Action menu on the top right of the screen.
2. Select 'Task' to create a new task for yourself.
Use this for reminders to make a phone call, send an email, etc.
3. Select 'Appointment' to set an appointment with other people (internal or external).
Add the applicable appointment type:
- Standard
- Zoom Meeting
- Campus Visit
4. After completing any task or appointment, remember to Save.
Creating a task or appointment creates these events in your Outlook account and can also be managed there.
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