Linking Diary Items To Outlook Calendars
This article will show you how to link your diary items, holidays, absenteeism, job engineer planning and jobs to your Microsoft 365/Office 365 shared or personal diary.
Before You Start
First, your Microsoft 365 accounts must be linked. Go here to learn how to do this.
Go to Settings > Settings > Communication > Office 365.
Next, go to the ‘Calendars’ tab. You will now see all your calendars like below:
If you don’t see the calendar you’re expecting, it could be due to some calendars not being set up with your Microsoft 365 account. This happens when Outlook calendars have been created but are not actually part of your Microsoft 365 account. You can check this by logging into your Microsoft 365 account and looking at the calendars you have, which should match with Clik Service.
You will see a number of options below ‘Export Clik Service data to outlook calendar’. Tick the types of data you require to go over to your Outlook calendar.
In this case, we will just do the ‘Job Engineer Planning’.
Next, select a category from Outlook. You can also decide if you want reminders to be on always or never and how many mins you want the reminder to be created in Outlook.
If you have reminders in Clik Service, you will get these reminders as well.
Next, you can filter by which diary entries you require by user or group.
In this case, we will choose ‘Export All Data‘ as this is for a shared diary where you want to see all jobs that have been planned with an engineer.
You can also select the status you want to display when these items get transferred to Outlook.
In this case, it will be ‘Busy (If assigned to me)’.
This will make sure if you share your Outlook calendar with other users, it will show as busy if that item is assigned to you.
Lastly, you can apply any calendar templates. To learn more about calendar templates go here.
Let’s have a look at the Outlook calendar with the job engineers planning entries