If you prefer to manage tasks next to your inbox, you can connect a task list from a SharePoint site to Outlook. This brings a level of convenience to tasks management and the ability to work with task items without having to visit the SharePoint site.
Also, the integration capability gives your team opportunities for more productivity, collaboration, and data security without the need to switch applications constantly.
Once the task list appears in Outlook, you can edit, create, and delete tasks directly within your mail environment. All changes made are also reflected in SharePoint.
The steps are quick. Simply navigate to the task list, click on Connect to Outlook under the List tab, and fill out a form to gain permission.
The short video below walks you through the process.
This video is one of the help items from VisualSP, the plug-and-play add-on application that provides end-users with context-sensitive instant help at the moment of need, automating training and support for SharePoint and Office 365. To see how it works, see a live demo at: VisualSP Contextual Help System.
Author: Asif Rehmani has been a SharePoint Trainer, Consultant, Author, and a SharePoint Server MVP since 2007. He’s the founder of VisualSP
VisualSP provides just-in-time learning and help through proprietary help system software. Also, the website hosts a variety of training videos authored by renowned experts in the industry.
Over the years, Asif has provided SharePoint consulting and training to major clients such as Department of Defense, NASA, Hersheys, Toshiba, State Farm, Federal Home Loan Bank, US Army and many more.