Completix

How to improve Outlook Calendar… with Tasks

outlook calendar

If you are a fan of Outlook, or simply must use it because it is part of your organization’s toolkit, you know that  Outlook tasks are not automatically visible in the Calendar, which can make it difficult to track deadlines and manage your workload efficiently. Tasks are stored separately from calendar events, and unless manually added, they won’t appear alongside your appointments or meetings. This can create a disconnect when trying to view all your responsibilities in one place, leading to missed deadlines or poor time management. Integrating tasks into your calendar is essential for a more streamlined workflow and better visibility over your daily and long-term priorities.

What if you could bring everything into one cohesive view, visible across both Completix and Outlook?

That’s exactly what Completix does: by integrating tasks into a unified calendar that’s seamlessly synced between both platforms, you’ll have the ultimate tool to stay on top of your workload.

A Unified Calendar Across Completix and Outlook

Completix’s powerful integration with Outlook lets you enjoy the best of both worlds—a unified calendar that shows all your tasks in both Completix and Outlook. Whether you prefer working directly in Outlook or within the Completix platform, your calendar stays synchronized, giving you a full view of all your meetings, appointments, and project tasks.

This means no more switching between platforms or manually adding tasks to your calendar. With this integration, your Outlook Calendar reflects everything you need to manage, while Completix provides the same calendar visibility within its project management environment.

Real-Time Updates on Both Platforms

The biggest advantage of this integration is the real-time synchronization between Completix and Outlook. Any task that’s created, updated, or completed in Completix is instantly reflected in your Outlook Calendar—and vice versa. If you modify a task in Outlook, it’s automatically updated in Completix, ensuring that both calendars always show the most up-to-date information.

This eliminates the risk of missing deadlines or working with outdated data. No matter which platform you’re using at the moment, you’ll have complete visibility into every task, milestone, and project deadline.

"Update your task %complete in Outlook and it will reflect in Completix". You don't need another mobile app"

Enhanced Task Management in Both Environments

The Completix-Outlook integration makes task management more efficient by allowing you to access and manage tasks from either platform. You can:
  • Create tasks in Completix and see them instantly appear in your Outlook Calendar.
  • Make updates in Outlook, and those changes will automatically reflect in Completix’s task management view.
  • Manage dependencies and task priorities in Completix, knowing that your Outlook Calendar will reflect these adjustments in real-time.
By streamlining task management across both platforms, you can work where you’re most comfortable without sacrificing visibility or control.

Tailored Views for Better Organization

Whether you’re viewing tasks in Completix or Outlook, you can customize your calendar views to fit your needs. In Outlook, you might prefer to see tasks alongside meetings and appointments, while in Completix, you can filter tasks by project, priority, or due date.

This flexibility helps you stay organized and allows you to visualize your workload in the way that best suits you, no matter which platform you’re using

Seamless Team Collaboration

With Completix and Outlook working in sync, you can foster better team collaboration. When team members are using different tools to manage their work, this integration ensures everyone is still working from the same playbook. A task created or updated in Completix by one team member will immediately appear in Outlook for another, enabling a seamless flow of information between platforms.

This integrated calendar reduces miscommunication, as everyone involved can access the most up-to-date task information, regardless of the platform they’re working on.

Automatic Reminders and Alerts

Another key benefit is that Completix integrates task reminders and alerts into both platforms. Automatic reminders will notify you in both Completix and Outlook when tasks are approaching their deadlines, keeping you on top of your schedule at all times.

These alerts ensure you never miss important deadlines, and with both systems working together, you won’t have to worry about juggling multiple platforms for updates.

Simple Setup for Seamless Integration

Setting up the Completix and Outlook integration is quick and easy. With just a few steps, you can connect the two platforms, enabling real-time synchronization for your unified calendar.

Once connected, there’s no need for ongoing manual adjustments—the sync happens automatically, giving you more time to focus on delivering your projects, not managing your tools.

Boost Productivity and Stay on Track

By integrating Completix with Outlook, you get a centralized view of all your tasks, appointments, and deadlines. This unified calendar eliminates the need to switch between platforms and ensures that you always have access to the most accurate, up-to-date information.

Whether you’re scheduling tasks in Completix or tracking your day in Outlook, this seamless integration helps you stay organized, productive, and ahead of every project.

With Completix’s integration into Outlook, managing your tasks has never been easier. By providing a unified calendar visible in both platforms, you gain the power to see all your tasks, deadlines, and appointments in one place, wherever you choose to work. The real-time updates, customizable views, and automatic reminders ensure that you stay in control of your projects and deliver results on time and within budget.

Ready to experience better task management? Start using Completix with Outlook today and unlock a new level of productivity and organization.

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Changelog

Nov 18, 2024

  • New – Task Template
  • Improved –  Search can find checklist items in tasks
  • Improved – Budget. Cell-assignment has, for each resource, an added total and total to date field.
  • Improved – Adding user to project  has a new interface where multiple team member can be added by selecting form a list
  • New – Timesheet report export has an added option to export all months on record.
  • Improved – Outlook Integration now has the ability to sync your Out of Office Availability
  • Improved – My Availability can be set in hours as well as days
  • Fix – Various bug fixes and UI tune-ups

Oct 16, 2024

  • New – Outlook 2-way Integration
  • Improved –  Forecast calculation
  • Improved – Allocation. When effort-driven is enabled, Task s in allocation now show start/end dates
  • Improved – Timesheet functionalities
  • Fix – Various bug fixes

Aug 29, 2024

  • New – Users Calendar. Unified view of all user’s calendar
  • New – Vacation calendar. Visualize your resources’ vacations in a searchable centralized calendar
  • New – Allocation Gantt. A new view that represent resources’ allocation in a Gannt chart
  • New – My Availability. Each user can set their own working time and days off. The availability is fully automated with the schedule, forecast and allocation
  • New – Effort based schedule. You can now assign effort to tasks in the schedule and report them in the Timesheet. Timesheet entries are automatically calculated and pre-populated.
  • New – Task based Timesheet. You can now report time against assigned schedule’s tasks. This functionality is tied to Effort based schedule.
  • New   Each project has a dedicated general chat
  • New –  Timesheet custom entries. Add non-billable hours to the timesheet and visualize reports. For example you can track a resource’s vacation days.
  • New   Added new interactive resources’ effort reports with time/cost views
  • New – Multi-Language support
  • Improved –  Timesheet reports now include “To Date” tally
  • Improved – In the resource view, actuals and forecast are now displayed side-by-side
  • Improved – Vendors logos are now automatically added to the vendor component.
  • Improved – New schedule, forecast and actuals triggers have been added to improve the warning engine
  • Improved – Search functionality now includes RAID items
  • Improved – Gantt charts have a new rounded look and have the resource(s) assigned visible in the bar
  • Improved – Raid. You can now hide all RAID items, while in list view, that are closed with the click of a button.
  • Change – Allocation calculation are no longer tied to the project end, and instead rely on the allocation calendar
  • UI tune-up– All dashboards have bigger graphic counters and a new coloring scheme to clearly separate the budget data from the rest.
  • Fix – Various bug fixes

Jun 7, 2024

  • New – Change Request impacting the schedule are now automatically updating the “Approved end date” of the project and are clearly flagged. 
  • New – Project duration (in days) is now displayed in the overview page and in the status report. 
  • Improved – Schedule and RAID filters have been improved
  • New – Baseline capability has been added to the schedule
  • New – Schedule history is now available. The schedule automatically save itself and provides multipole restore points
  • Improved – New triggers have been added to the warning engine to better support more use cases
  • New – Search is now available across the entire site  and covers multiple items
  • Improved: project search now includes RAID items
  • New: In the Simplified view, we have added the Tasks Kanban view. The Kanban view is now the default one

Apr 20, 2024

  • New – Document search is indexed and fully integrated with external drives (OD. GD. etc).
  • Improved – Schedule and RAID filters have been improved 
  • Improved – Milestones in gantt chart are placed in different level when colliding
  • Improved – CSV exports data improvement
  • Improved – Dashboards columns are also customizable “per user” and can be set directly in the dashboard.
  • Fix – Fixed bugs in schedule and RAID where resources couldn’t be copied via context menu

Mar 16, 2024

  • New – OneDrive Integration (2-way) 
  • New – Google Drive Integration (2-way)
  • New – Schedule Kanban view
  • New – Tracking and Operational initiatives have been simplified and add the ability to migrate to a full project
  • Improved – Document templates can now be organized into folders

Jan 29, 2024

  • Improved – Site Settings’ UI has a new look with explanation and guide
  • New – Portfolio status can now be exported unified 
  • New – Jira Integration (2-way)
  • New– MS Project Integration (2-way)
  • New– Simplified view – Record is committed automatically

Dec 22, 2023

  • New – Introduced a FREE plan
  • New – Introduced a new trigger-based Warning engine
  • New – Added charts for budget’s status
  • New– Added Portfolio Manager role
  • New– Added Portfolio view in My Dash for assigned Portfolio Managers
  • New – Project type can be hidden if not in use
  • Improved – Status reports now export in PDF landscape for better readability

Nov 25, 2023

  • Fix – Bugs and UI tune-ups
  • New – RAID Cards in Kanban mode have an updated look
  • New – Added 5 custom budget fields. You can track your own custom financial targets and display them in the various dashboards and status reports
  • New – Budget templates can now be created by importing directly from MS Excel
  • New– When, in a project, components are hidden, all related options are also hidden
  • New– Added a Resource view for Portfolios

Nov 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Operational and Task Tracking as type of initiatives
  • New – Project type tags are now colored differently for a better experience
  • New – Project types are now tracked in the Dashboards
  • New– Added ability to show/hide all details’ components separately in the Overview page 
  • New – Added a “Note” field in vendor expenses.

Oct 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Financials lock
  • New – Dashboards: added alert icons for values over the baseline 

Sep 6, 2023

  • Fix – Fixed FY calculation in PM Dashboard
  • New – Introduced a new Trial start Welcome guided setup
  • New – Table’s headers have a new and improved look
  • New – Added option to include/exclude any given project in the overall Budget and/or Financials calculations
  • New – Added option to enable/disable the budget fiscal on a per project basis

Aug 25, 2023

  • Fix – Bugs and UI tune-ups
  • Update – We updated all internal libraries to the latest version 
  • New – Introduced a Simplified project type to be used for task tracking type activities
  • New – Increased the number of components that can be turned off separately
  • New – Tasks can now be added directly from the dashboards
  • New – The Trial plan has been simplified by turning off, by default, all advanced components. All features can be turn back on in the Site settings
  • New – Individual users can now customize their dashboards by show/hide columns of data. Go to “My Account” to customize it.

Aug 10, 2023

  • Fix – Bugs and UI tune-ups
  • New – Grouping of resources in MyTeams
  • New – Pre-built budget “Estimates vs Actuals”
  • New – Status report now has a new widget: Summary bar
  • New – More components can be turned off separately
  • New – New tasks can be added directly from the dashboard

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