Sales Creatio, team edition
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How to synchronize bpm'online activities with Google calendar

If you use the Google calendar to plan your activities, you can synchronize it with your bpm’online calendar.

To start synchronization, click the [Actions] button and click [Synchronize activities] - [Start synchronization] in the Activities section.

When you run this action, the bpm’online activities are synchronized with the primary calendar of the Google account specified in the synchronization settings. All activities with the [Display in calendar] mark synchronize from bpm'online. Synchronization runs by the [Organizer] field. Thus, if an event organizer has not set up synchronization, the [Organizer] field is filled by the participant of the activity who has run the synchronization. If the current author creates an event in Google, synchronization with bpm’online adds it into the system and adds the participants to the [Participants] detail. Only users who have the same email listed on the [Communication options] detail and in the Google event will be added to the list of participants. This collective task is displayed for other participants only after they synchronize their calendar with Google.

If a collective task that was created in bpm’online by synchronizing with Google has been modified by one of its participants, all changes will be displayed in Google.

Note

Synchronization can also be run automatically, within the time intervals specified in the synchronization settings.

Next

How to configure email accounts in bpm’online

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