Achieve Time Management & Goal Setting Software Help - Advanced Outlook Task Sync Settings

Advanced Outlook Task Sync Settings

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These settings give you more control over the import & export of Project/Task information to & from Outlook.

General Tab

Outlook Folder	Controls the Outlook Tasks folder that will be used for Task synchronization. Leave blank to use the default task folder.
Import Project	Select the name of the Achieve Planner project where newly imported Outlook tasks are stored (as tasks of this project.)
Conflict Resolution	Select the method to use when Achieve Planner encounters a conflict during sync. See below for various conflict resolution options.
Sync Notes Instead of Description	Check this box if you want the Notes portion of Achieve Planner tasks to be synced with Outlook task body rather than the Description
Import Completed Outlook Tasks	If checked, completed Outlook tasks are imported into Achieve Planner. Otherwise, completed Outlook tasks are not imported into Achieve Planner. Default is off.
Encode Project Name In Task Subject	Select the way in which you want to encode exported task's project name in the Outlook task subject, or select "Don't Add" to not include the project name in Outlook task subject
Encode Priority in Task Subject	Select the way in which you want to encode exported task's priority in the Outlook task subject, or select "Don't Add" to not include the priority in the Outlook task subject

Conflict Resultion Strategies

A conflict occurs during a sync operation under the following circumstances:

If an item has been changed in both Outlook and Achieve Planner since the last sync. This applies to Import Only, Export Only, and 2-way sync operations.

If an item has been changed in Achieve Planner but not in Outlook since the last Import Only sync (Import Only)

If an item has been changed in Outlook but not in Achieve Planner since the last Export Only sync (Export Only)

When a conflict is detected, the conflict resolution strategy is used to determine how to handle the conflicting items.

Use Achieve Planner Data	Use the Achieve Planner data and overwrite the Outlook changes (when exporting/2-way sync)
Use Outlook Data	Use the Outlook data and overwrite the Achieve Planner changes (when importing/2-way sync)
Flag and Ignore	Mark the Achieve Planner item with a "{OSyncConflict}" flag at the start of the name and leave the items unchanged
Manual	Allows the user to decide how to handle each conflict as it arises

The default conflict resolution setting is Use Achieve Planner Data.

Export Tab

Only export projects/tasks with this ancestor priority	Control which projects/tasks get exported to Outlook based on their "ancestor" priority values (going back all the way up the hierarchy and ignoring unprioritized ancestors)
Only export projects (not tasks)	Only projects are exported to Outlook
Export completed projects/tasks	By default, completed projects/tasks are not exported to Outlook. Checking this box includes them.
Delete non-exported items from Outlook	Checking this box will cause Outlook tasks corresponding to non-exported Achieve Planner projects/tasks to be deleted in Outlook. For example, if you had previously exported B & C tasks to Outlook, and you then filter to only export A's, checking this option will delete the previously exported B's & C's from Outlook.
Include project name in categories	Checking this box will include the project name (for Tasks) as part of the Categories. The project name is included as P:<name>, where <name> is replaced by the project's name.
Flag projects with the following category	Checking this box and providing a valid category value will add this category to Outlook task items corresponding to Achieve Planner projects
Flag parents with the following category	Checking this box and providing a valid category value will add this category to exported Outlook task items corresponding to Achieve Planner projects and tasks that have child items (including completed items.)
Export Achieve Planner custom fields	Checking this box to include Achieve Planner custom fields as user-defined fields of the Outlook task item. See below for a description of these fields.

User-Defined Fields in Outlook Task Items

The following user-defined fields are added to the Outlook task item when the "Export Achieve Planner custom fields" checkbox is checked.

APPriority	Textual representation of the item priority (A, A1, B3, etc.)
APNumPriority	Numeric representation of the item priority. Sort by this field to match the Achieve Planner grid sorting.
APProject	Full name of the project associated with the item (its own full name for projects)
APEndDate	End date associated with the item
APResultArea	Name of the result area associated with the item
APIsProject	True if the item is a project, false otherwise
APFullPath	Full path of the item (including project & result area)