Click on the "Avatar (Photo)" icon on the upper right corner & then click “Settings”:
Click “Activate” beside Exchange Tasks:
A window will popup to enter your credentials.
Enter the email and password you use to login into Outlook. Click “Save":
If you are not able to login successfully, click the “Advanced Settings Checkbox” and enter additional information.
NOTE: You may need to contact your IT team for additional information.
Verify that your email has been connected. The word “Activated” will appear near to the email address you have connected beside Exchange Tasks:
How to sync tasks to Pipeliner
Now that your Exchange Tasks integration is activated a new tasks folder will be created in your Microsoft account, tasks where you are the owner and editor of will sync over from Pipeliner to your Microsoft account. Ensure you are in the correct (Pipeliner) folder before adding any tasks. Any tasks added to another folder will not sync over to Pipeliner:
Follow the example below to understand how to sync tasks to Pipeliner.
Open Microsoft Outlook and create a New Task in the Pipeliner Tasks folder.
Fill out the Title, add Details and Date:
Once added, go back to Pipeliner and type the name of your task in the search bar.
Open the Task and verify Subject, Description and Due Date:
Add a new task from Pipeliner and fill in Subject, Description and Due Date:
Open the Pipeliner Tasks folder in Outlook and verify that the task exists with the correct details:
The tables below will illustrate how fields map over from Pipeliner to Microsoft:
NOTE: Additional fields, such as Linked item from Pipeliner and Priority, as well as any Custom Fields, will NOT sync over.