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Create a CRM application using Outlook Tasks

Learn how you can customize the Task folder to add information specific to your business needs and create a powerful application. No programming required. No need to talk to IT. It is just between you and Outlook. Your imagination is the limit. Enjoy!

[youtube https://youtu.be/TpPdy8mtc3w]

2 Responses

  1. Can you show how to add custom fields in the actual task itself? For example- could I create a dropdown list of employees names in the task and assign it to an employee when I create the task? Thank you.

    1. There is no need to have a drop-down list of employees in the Task. Choose Assign task option. Now you can type the email id of the desired person from the TO box.

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