For this reason, we recommend that you make any changes to a recurring appointment in Outlook and then use the Send > Calendar Items option to refresh the Autotask calendar. You can edit each individual instance, but any changes you make will not be written back to your Outlook calendar.
NOTE You will not be able to edit a series of recurring appointments in Autotask. Recurring Appointments imported from Outlook are distinguished by a recurrence symbol below the appointment time. For more information on the Autotask MS Outlook Extension, refer to The MS Outlook Extension. If your company has the Autotask MS Outlook Extension enabled, you can then send recurring calendar items to Autotask, and they will be displayed on your Autotask Calendar and the Dispatch Calendar. Recurring appointments are created in Outlook as a recurring calendar item.
For more details, refer to Date and time entry format rules.
If Autotask cannot do this, the data will not be accepted. If you use a different format, for example, you enter dates as MM.dd.yy, and Autotask displays dates as MM/dd/yyyy, Autotask will attempt to interpret and display the data. Optionally, enter a description of the appointment.Įnter the Appointment Start and End Dates and Times, if they are not yet populated.Īs best practice, enter dates and time in the same format that is used for display in the interface. If you opened this page from a resource's schedule on the Dispatch Calendar, the resource's name will be pre-populated. This field is only enabled if you are creating an appointment for another resource.