Microsoft Office Outlook Import and Export

 

Milestones is capable of importing both Tasks and Calendar Appointments from Microsoft Outlook. The following import choices are available by selecting File | Import Data | MS Outlook:

 

  • Completed Tasks: Imports all tasks in the selected folder that are marked completed. 
  • Pending Tasks: Imports all tasks in the selected folder that are not marked completed.
  • Tasks on or after Date: Allows the user to select a start date and generates a schedule that includes all tasks in the selected folder with a start date on or after the chosen date.  Includes incomplete and completed tasks.
  • Calendar: Allows the user to select a date range and generates a schedule that includes all calendar appointments in the selected folder that occur within that range.
  • MS Outlook Import Options: This dialog lets the user specify that the default folder for Tasks and/or Calendar Appointments should always be used when importing.  If this option is on, the user will not be prompted to choose an Outlook folder.

 

In addition, tasks from the currently active Milestones schedule can be exported to a specified folder in MS Outlook.  Choose File | Export Data | Tasks to MS Outlook...

  • In the MS Outlook Export Options dialog, choose the Milestones column that contains task names
  • Include Summary Level Tasks and simulate Outlining will create a task name structure based on outlined tasks, i.e. "ProjectA : Task 1 : Task 1.1 : Task 1.1.1"