CA Clarity PPM Web Parts in CA Clarity PPM Project Sites (Microsoft SharePoint Connector) › About CA Clarity PPM Web Parts › Integrate Lists with Microsoft Outlook 2010

Integrate Lists with Microsoft Outlook 2010

Some CA Clarity PPM data providers, such as the Tasks project sub-object, lay emphasis on attributes such as dates and milestones. After you configure a CA Clarity PPM List Web Part to display such a list, to track the list regularly, you can integrate the list with Microsoft Outlook 2010 and track the list from Microsoft Outlook.

Note: You can write and use NSQL queries that filter major milestones, such as phase gates, or common tasks, such as quarterly project review meetings. You can then use the Connect to Outlook command in a CA Clarity PPM List Web Part to get this information on everyone's task list in Microsoft Outlook.

You can integrate a list that is contained in a CA Clarity PPM List Web Part with Microsoft Outlook 2010 only if you selected the Task List check box while you configured the CA Clarity PPM List Web Part.

Follow these steps:

1. In CA Clarity PPM List Web Part, click Actions, and then click Connect to Outlook.
2. At the prompt, click Yes.

   The contents of the list appear in a new task folder that is created automatically in Other Tasks in Microsoft Outlook 2010.

Note: After you integrate the list with Microsoft Outlook, do not modify list items from the task folder that was automatically created in Microsoft Outlook. To modify any of the list items from within Outlook, first create a new task folder in Microsoft Outlook, move the list to the new task folder, and then modify list items from the new task folder.