Sync tasks to your calendar with Calendar Feed

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Sync tasks to your calendar with Calendar Feed

The Calendar Feed feature in ActiveCampaign allows users to synchronize their tasks with popular calendar applications such as Google Calendar, Apple Calendar, and Microsoft Outlook. This seamless integration is essential for professionals managing multiple tasks and deadlines, as it helps visualize upcoming tasks directly within their preferred calendar client. By syncing tasks, users can better organize their schedules and ensure they are meeting their commitments efficiently.

How to access this feature

To access the Calendar Feed feature, follow these steps:

1. Navigate to the Deals section on the left menu. 2. Click on the Calendar option to view the calendar feeds available in your account.

Once on the Calendar page, users can create a new calendar feed to start syncing their tasks.

Step-by-step instructions

Here’s a detailed guide on how to create a calendar feed and add it to your calendar client:

Creating a Calendar Feed

1. **Go to Deals > Calendar** on the left-hand menu. 2. Click the Add a New Calendar button. 3. In the Add Calendar modal that appears, enter a name for your calendar in the field provided. 4. Use the Tasks dropdown to select the type of tasks you wish to sync:

  - **All**: This option will sync tasks associated with both Deals and Contacts.
  - **Deals**: This option will sync tasks associated with Deals only.
  - **Contacts**: This option will sync tasks associated with Contacts only.

5. Choose the relevant pipelines for which you want to view tasks. You can select one, several, or all pipelines using the checkboxes provided. Note: This option appears only when you select a deal task or "All tasks." 6. If you are an Account Admin, a Task Owners section will appear, automatically selecting your name. This indicates that your tasks will be included in the calendar feed. You can also check the box next to other user names to include their tasks. 7. If you want to receive task alerts, check the Include Alerts box. This ensures any alerts you created for your tasks will also appear as calendar alerts in your calendar client. 8. Finally, click the Add button.

Once added, the calendar feed URL will be displayed on the Calendar page in your account.

Adding a Calendar Feed to Your Calendar Client

After creating the calendar feed, you can add it to your preferred calendar client:

1. From the Calendar page in your ActiveCampaign account, copy the calendar URL. 2. Paste the calendar URL into your chosen calendar client.

Please note: - **Account Admins**: All tasks not marked as complete will display in your calendar. - **Other Users**: You will only see tasks assigned to you that are not marked as complete.

For detailed instructions on adding a calendar feed to various clients, refer to these resources:

• [Calendar]
• [Calendar]
• [Outlook]

If you use another calendar application, consult the app’s documentation to determine if it supports subscription calendars and how to add calendars to it.

Editing a Calendar Feed

You can edit your calendar feed properties anytime:

1. From the Calendar page in your ActiveCampaign account, click Edit next to the calendar feed you want to modify. 2. The Edit Calendar modal will open. Here, you can adjust:

  - Calendar name
  - Task type
  - Pipelines (only visible if "All" or "Deals" task type is chosen)
  - Task owners (visible to account admins only)
  - Enable/disable task alert

3. After making the changes, click the Save button.

Any modifications will automatically be reflected in your calendar without needing to re-add the URL to your calendar client.

Configuration options and settings

When configuring your Calendar Feed, pay attention to the following options:

• **Tasks**: Choose the type of tasks to sync - All, Deals, or Contacts.
• **Pipelines**: Select specific pipelines if you are viewing tasks associated with Deals.
• **Task Owners**: Account admins can manage which team members’ tasks are displayed.
• **Alerts**: Enable or disable task alerts for reminders.

Best practices and tips

1. To ensure you never miss a task, keep the Include Alerts option checked. This guarantees timely notifications. 2. Regularly review and update your calendar feed settings to reflect any changes in your projects or team dynamics. 3. Use clear and descriptive names for calendar feeds to easily distinguish between them. 4. Share your calendar URL with relevant team members to increase transparency regarding task assignments.

Common use cases with examples

- A sales team can create a calendar feed that displays tasks for all Deals to track follow-ups and deadlines. - A project manager can set up a calendar for all Contacts to monitor tasks associated with client communications. - An Account Admin can configure a calendar to show tasks for multiple team members to facilitate team collaboration.

Troubleshooting

If you encounter issues with the Calendar Feed feature, consider the following:

- Ensure the calendar client you are using supports subscription calendars. - Check if the calendar URL has been correctly copied and pasted into your calendar client. - Make sure that tasks are not marked as complete, as these won't show in the calendar for assigned users. - If changes to tasks are not reflecting, remember that updates depend on the refresh rate of your calendar client.

Related features

- Deals: Manage all your sales activities and tasks related to specific deals.

FAQ

1. What calendar applications support Calendar Feed?

The Calendar Feed can sync with Google Calendar, Apple Calendar, Microsoft Outlook, or any calendar client that supports subscription calendars.

2. Can I modify the calendar feed after creating it?

Yes, you can edit the calendar feed at any time to change settings like the calendar name and the types of tasks to display.

3. Are task alerts included in the calendar feed?

Yes, if you select the Include Alerts option, task alerts will be sent as reminders in your calendar client.

4. Do I see all tasks or just my tasks?

Account Admins can see all tasks; other users will only view tasks assigned to them.

5. How often are the task updates reflected in my calendar?

Updates depend on your calendar client’s refresh rate. Changes made in ActiveCampaign may not appear immediately.

6. What happens if I delete a task from my calendar?

Delete a task in your calendar does not affect the task in ActiveCampaign, as changes in your calendar do not sync back to the application.

7. How do I find support if I have issues with Calendar Feed?

For further assistance, you may refer to the Help Center in ActiveCampaign or consult the documentation for your specific calendar client.

This concludes the guide on syncing tasks to your calendar with the Calendar Feed feature in ActiveCampaign. For further information, don’t hesitate to explore additional resources or reach out to support. ```