How to quickly add the Account name to the Task description?

[Support Team]

RangerMSP User Question*

How to quickly add the Account name to the Task description so it can be more easily identified after syncing with Outlook?

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* Question received by email and shared here for the benefit of our users.

[Support Team]

Re: How to quickly add the Account name to the Task description?

Answer


When syncing with Outlook, the Task subject is taken from the first line of the Task description so you can just click the little arrow on the left of the Task description box which will insert the Account name on the first line.

You can also click the arrow on the right of the Account box which will append the name to the description, instead of inserting into the first line.

To make this the default go to Tools > Options > Calendar > Attach Account details to description.