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How to sync tasks with Microsoft Exchange/Office 365
How to sync tasks with Microsoft Exchange/Office 365

Sync your tasks to Exchange or Microsoft 365

Andrew S. avatar
Written by Andrew S.
Updated over 5 years ago

Bear in mind, PracticePanther only syncs with Exchange and Outlook 2010 and later.

To enable the PracticePanther task sync with Outlook online and/or Outlook desktop, follow the steps below:

1) Go to "Settings" in PracticePanther. 

2) In "Calendar, Tasks & Contacts", enable the sync with Exchange, and enter your Outlook email and password. 

3) Set both "Tasks" settings to "Yes".

4) Click "Save".

What happens now? 

PracticePanther will now create a new section under "My Tasks". You'll find this in your tasks section in Outlook. To access your tasks, click on the clipboard icon.

Under "My Tasks", you'll find the new PracticePanter task list. If you click on it, you'll see a list of all your PracticePanther tasks. 

In Outlook.com, you can access your tasks by clicking on the checkbox icon at the bottom of the screen. 

Under "My Tasks", you'll find the new PracticePanter task list. If you click on it, you'll see a list of all your PracticePanther tasks. 

Enjoy! 

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