Assigning Tasks to My Team

Posted: Tuesday, May 18, 2010 4:32 PM Quote
Jack: I am setting up AAO for my team. Contacts and Campaigns are in Shared Folders, Calendars and Tasks are not. I have set permissions so I can "see" calendars and tasks. My problem is that in the "Scheduled For" tab I am trying to assign campaign tasks/phone calls to a team member but I can't seem to get their calendar ot task folder to show in the campaign setup drop- down . I checked the doc, faq and support site and I'm probably missing something simple but it is driving me crazy. Maybe you can point me in the right direction I am using hosted exchange on SherWeb. THANKS! -- Rob Gutman --
Posted: Tuesday, May 18, 2010 4:32 PM Quote
Rob, To be able to assign a task/Appt to another folder, that folder needs to be available in your folder list. So in other words you will need to attach the other team member’s calendars/task lists to your Outlook profile. To do this select your email accounts then change the Exchange account; select more settings-advanced options and add their mailboxes. Once you do this, as long as you have at least ‘visible’ permission to the parent folders, you will see their calendars/task lists in both your lists of folders and the assign to tab. jack
Posted: Tuesday, May 18, 2010 4:32 PM Quote
Jack: That worked great, THANKS! I have another group setup question that you probably know the answer to: I have an assistant named Carol that I want to assign tasks to. What happens to all future assigned tasks if Carol leaves and I hire Judy. Can all those future tasks be easily re-assigned to Judy? Thanks. -- Rob --
Posted: Tuesday, May 18, 2010 4:33 PM Quote
You can select them and copy them to the new calendar by attaching the old calendar to the new person’s Exchange account. You may want to also consider using a generic function specific calendar in the public folders that way you will not have the issues of people coming and going. Jack
Posted: Tuesday, May 18, 2010 4:33 PM Quote
Jack: It looks like I set things up properly but when I assign a campaign with different 2 tasks for my 2 different users, they all seem to go only to one user. I searched the yahoo group and user doc and I think I'm doing things properly. Any ideas on how i might fix this? Thanks. -- Rob --
Posted: Tuesday, May 18, 2010 4:33 PM Quote
Rob, So I understand your config please correct any of my assumptions below. You attached the other 2 users task list to your Exchange account by going into the email account setup and adding their mailboxes. When you create an activity you see at least 3 task lists in the dropdown list on the assignto/schedule for tab of the activity (your and the other 2 users). You select user 1 as the task list to assign the first task and user 2 for the 2nd task by selecting their folders in the respective dropdowns. You apply the campaign and where do the tasks go, onto user 1, user 2 or your task list? Jack