TaskWorks Outlook Install & User Guide

On this page there is a graphical guide to how to install and configure your TaskWorks Outlook 2007 add-in.

Installation Guide

You can click here to skip installation instructions and jump to the configuration & user guide.

• After downloading the ZIP archive to a place on your hard drive extract the ZIP archive contents.
• Do NOT click on the MSI file. Please double click on the setup.exe file as this will check that the many pre-requisites for the software are installed on your system. If it identifies pre-requisites that are missing then you will see a screen similar to that shown below.
• Do NOT be concerned if the first screen you see is not like that shown below as it is likely you have lready got these pre-requisites installed. Continue to the next screen shown in the tutorial.

• If you see a screen like that shown above then accept the End User Licence Agreement by clicking the Accept button.
• If you see a screen like that shown below then click the install button to allow the setup routine to install the Primary Interop Files.
• All the pre-requisite installations on this and the screen above will have an "Uninstall" option in your add/remove programs Icon in the Control Panel on your PC to allow you to quickly uninstall them.

• If you had any pre-requisites to download then you will see a screen similar to that shown below. The system will download any missing files required to your system and then install them.

• Click the next button when you see the screen shown below to start installing the TaskWorks Outlook Add-in.

• The screen below shows the default installation folder that the Add-in will be installed into. Make any changes you wish and click the Next button.

• Installation will complete and then you can start Outlook and review the configuration information further down on this page.

Configuration Guide

• After Starting Outlook you will find a new Menu option under the Tools Menu for TaskWorks as in the picture below.
• The add-in will synchronise your Outlook data at preset intervals with the TaskWorks website. This automated update only happens when Outlook is run in "Online Mode". If you operate Outlook in "Offline Mode" then you will need to force the Add-in to do a "Manual Sync" by using the menu option shown in the screen below. No synchronisation is possible until you complete the "Settings" options from the TaskWorks menu.

• After you click the "Settings" menu in the screen above you will get the main Add-in configuration screen like that shown below.

• Image item 1 The add-in version and build number. Compare this to the version and build number on the Add-in download page (Link from menu on the right of the page) to see if you have the latest version.
• Image item 2 By default the Outlook add-in stores TaskWorks To-Do items (And Project Task Start and End Dates) that are assigned to you as "All-Day Events" in your Outlook default calendar. If however you would prefer to have the To-Do items stored as Task items in your Outlook default Tasks folder then check this box. Note: Changing this value removes all existing Taskworks items in your Outlook data and re-enters them the next time a synchronisation is made with the server.
• Image item 3 Enter your TaskWorks login ID and password here. The add-in will use this to connect to TaskWorks to synchronise your data at preset intervals. (See item 4 below)
• Image item 4 When Outlook is in online mode then the add-in will synchronise your TaskWorks data at preset intervals according to the value you choose from this drop down list. If you are operating in Offline mode then no automatic synchronisation takes place and you have to force a "Manual synchronisation" using the TaskWorks menu option. You might use offline mode when connecting via a mobile phone and as such will not want unnecessary traffic generated by the add-in.
• Image item 5 To reduce warnings from the add-in about errors deselect this option. We recommend that you leave the option selected.
• Image item 6 Here is where you can see when the last time your TaskWorks data was synchronised. If an error was encountered then information about what caused the error is shown here.
• Image item 7 Click this button to purge the Outlook information store (PST/OST file) of any TaskWorks related items.
• Image item 8 Click the Save button to save your settings.

Please review the FAQ (Frequently asked questions) available from the menu on the right of this page to get more information on common questions and problems. To raise a query with support you can use the "Contact Us" page available via the Menu at the top of this page.