How do I migrate a task to Business Contact manager

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How do I migrate or move a task from Outlook 2007 to BCM and link it to a
project. I have tried drag and drop but it says it cannot till you link and
I cannot figure out how to link it.
 
How do I migrate or move a task from Outlook 2007 to BCM and link it to a
project. I have tried drag and drop but it says it cannot till you link and
I cannot figure out how to link it.
Click to expand...

I'm not on a machine with BCM installed right now to try things out,
but when you open the task, doesn't the ribbon have some form of "link
to BCM" button?
 
William,

You cannot link a standard Outlook record to a BCM Project record. The BCM
project "task" is a separate data object from the standard Outlook "task."
Confused? Surprise, surprise, the MS bureaucracy name game strikes again!

Any normal user would not think twice that 2 items called the exact same
thing (a task record) could possibly be different items but yes indeed they
are! Always remember that BCM and Outlook are NOT the same program. BCM is
a secondary "bolted-on" add in that has its own items which share a similar
UI with Outlook. It is designed to operate like the one application as much
as possible but there are some oversights that the designers may have thought
would never be noticed and this is one of them.

A BCM project task originates and exists entirely with the BCM db as its own
record separate from the Outlook pst task record. It can only relate and be
linked to a BCM project. You cannot link a BCM project task to any Outlook
data records and you cannot link any Outlook task to the BCM project record.
The BCM Project tasks do not display in your Outlook task list either. They
are only on display in either the Project folder or dashboards.

Just to be totally clear, you can link any Outlook task record to any BCM
data record EXCEPT for the BCM Project record. The BCM Project Record has
its own separate Task records.

This is just one of those little joys about BCM that you do not really
discover upfront until after you get into using the app for a while.

Best regards,

-THP
 
A simpler summary:

An Outlook Task is NOT the same thing as a BCM Project Task.

-THP

William,

You cannot link a standard Outlook record to a BCM Project record. The BCM
project "task" is a separate data object from the standard Outlook "task."
Confused? Surprise, surprise, the MS bureaucracy name game strikes again!

Any normal user would not think twice that 2 items called the exact same
thing (a task record) could possibly be different items but yes indeed they
are! Always remember that BCM and Outlook are NOT the same program. BCM is
a secondary "bolted-on" add in that has its own items which share a similar
UI with Outlook. It is designed to operate like the one application as much
as possible but there are some oversights that the designers may have thought
would never be noticed and this is one of them.

A BCM project task originates and exists entirely with the BCM db as its own
record separate from the Outlook pst task record. It can only relate and be
linked to a BCM project. You cannot link a BCM project task to any Outlook
data records and you cannot link any Outlook task to the BCM project record.
The BCM Project tasks do not display in your Outlook task list either. They
are only on display in either the Project folder or dashboards.

Just to be totally clear, you can link any Outlook task record to any BCM
data record EXCEPT for the BCM Project record. The BCM Project Record has
its own separate Task records.

This is just one of those little joys about BCM that you do not really
discover upfront until after you get into using the app for a while.

Best regards,

-THP


On Oct 13, 12:16 pm, William <[email protected]>
wrote:
Click to expand...
[quoted text clipped - 5 lines]
but when you open the task, doesn't the ribbon have some form of "link
to BCM" button?
Click to expand...
Click to expand...
 
William,

You may be well served to pick up a copy of Lon Orenstein's book titled
"Outlook 2007 Business Contact Manager for Dummies." There is a good
discussion about what you are trying to accomplish in chapter 19 of this book.


-THP


A simpler summary:

An Outlook Task is NOT the same thing as a BCM Project Task.

-THP
William,
Click to expand...
[quoted text clipped - 35 lines]
Click to expand...
 
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