Synchronize an Outlook Calendar Event with Your Vantagepoint Calendar

You can add any scheduled Outlook meeting or calendar item to Vantagepoint. The meeting details, as well as associated contacts and employees who attended the meeting, are also added.

Prerequisite:Install the Vantagepoint Connect Add-In

To add an Outlook calendar event to your Vantagepoint calendar:

1. In Outlook, enter the activity or meeting details.
2. Right-click the meeting, select Categorize, and then select Vantagepoint.
   The next time that you synchronize, the meeting's details are added to Vantagepoint. This includes all of the contacts and employees who attended that meeting, as well as other pertinent details.

   After a meeting is tagged with the Vantagepoint category, the meeting defaults to display in your Outlook calendar in the color blue. This enables you to quickly identify the items on your Outlook calendar that are synchronized with Vantagepoint.

   For proper synchronization, you must navigate to Settings > Labels and Lists > Lists and, for the Activity Type, set the Display option to Calendar. Changing the Display option to any other setting results in your meetings being removed from the calendar and Connect removing the meetings from your Outlook or Gmail calendar.

   The Vantagepoint context pane allows you to add more details to the calendar item, including search for and associating a project. Open the Vantagepoint context pane from the calendar and enter and save the additional details. For more information, see the Context Pane Quick Reference.