J
Jodi M
I just upgraded to Outlook 2007 with BCM from Outlook 2003. I have a bunch of
tasks stored in individual task folders that I created for each
client/project. I would like to take advantage of the BCM features. I've
created Business Projects and want to make my existing tasks project tasks by
linking them.
I tried dragging and dropping (in many ways) as well as using the Link to
Business Contact button on the ribbon in the task. Unfortunately, the only
things available to link to from there are Accounts, Contacts and
Opportunities. Doesn't make sense, since tasks are primarily linked to
Busines Projects. Am I missing something?
tasks stored in individual task folders that I created for each
client/project. I would like to take advantage of the BCM features. I've
created Business Projects and want to make my existing tasks project tasks by
linking them.
I tried dragging and dropping (in many ways) as well as using the Link to
Business Contact button on the ribbon in the task. Unfortunately, the only
things available to link to from there are Accounts, Contacts and
Opportunities. Doesn't make sense, since tasks are primarily linked to
Busines Projects. Am I missing something?