Outlook 2-Way Integration
Connect your Microsoft Outlook calendar to Completix so your tasks and meetings live in one place. See Completix tasks in Outlook, see Outlook meetings in Completix, and keep task progress in sync, both ways, in real time.
In Outlook, tasks are stored separately from calendar events, so unless you add them by hand they never appear next to your appointments and meetings. That split makes it easy to lose track of deadlines. The Completix Outlook integration closes the gap, surfacing all of your work in a single familiar view so nothing slips through.
The integration serves two audiences. For users, it brings Completix tasks into the Outlook calendar and Outlook meetings into the Completix calendar, giving you a unified view of tasks and meetings in one place. You can even update the progress of Completix tasks directly from Outlook.
For the executive team, it provides unified visibility into resource availability. When privacy is turned off, a user's Outlook meetings appear in the Executive Dashboard resource calendar, which helps optimize resource allocation.
Before you start
- The integration is not available on the Completix Free plan.
- It works only with Microsoft M365 mailboxes.
- Both Outlook on the web and the Outlook desktop client are supported.
- The integration is per user. Each user enables it individually, and it is quick to do.
- Privacy is controlled within the integration options.
With this integration you can update your task status from Outlook, from Completix, or from both.
Enable the Outlook integration
Open your profile by clicking your avatar at the bottom of the main left menu, then select My Account.
In My Account, open the Integrations tab, click Add Integration, and select Calendar Integration.
You will be asked to authorize Completix to connect to your Microsoft Outlook account. Click Authorize, enter your M365 credentials at the Microsoft login, and follow the prompts. When you finish, you are returned to Completix and the integration is created.
Configure your integration
A new integration is not enabled by default. Set the behavior you want, then turn it on.
Sync direction: choose one-way or two-way flow. You can push Completix tasks into Outlook, pull Outlook calendar items into Completix, or both. For the best experience we recommend a 2-way sync.
Sync-back: set how far back your Outlook appointments and Completix tasks should be brought into each calendar. All future items sync automatically.
The toggles below control what gets synced:
- Keep Outlook appointments private: when on, your Outlook meetings appear only in your Completix My Calendar and are not visible to anyone else. When off, your Outlook items also appear in the Completix Executive Dashboards. You can still keep individual items private by marking them Private in Outlook.
- Sync schedule: all project schedule tasks assigned to you appear in your Outlook calendar.
- Sync tasks: all RAID and task items assigned to you appear in your Outlook calendar.
- Sync availability: Out Of Office appointments in Outlook are imported into Completix My Availability and set to Non-Working, and vice versa when 2-way is enabled.
- Sync categories: Outlook gains two categories, CTX Complete and CTX In Progress. Assigning one to a task in Outlook updates progress in Completix, and changing %Complete in Completix sets the matching Outlook category.
With Sync categories on, tagging a task CTX In Progress in Outlook moves a 0% task to 20%. Setting it to 100% in Completix marks it CTX Complete in Outlook, and the reverse holds when 2-way sync is on.
Enable the integration
Setup is complete. Save your configuration and switch the integration to Enabled to start the flow of data between Completix and Outlook. Open both calendars to confirm they are in sync, then enjoy a single, unified view of your work.
You can disable any part of the sync at any time. When you do, the related items are removed from the respective platform.
Frequency of updates
All updates flow in both directions in real time. A change may take a few seconds to appear on the other side.
