Outlook Tasks

Displaying the Linked Task Details in Outlook

When a task is linked to a GoldMine task, the GoldMine Panel is populated with Task Information and Items for the linked task. You can select what information and how it is displayed by modifying the Task information display.

To Modify the Display of Task Information

1.

Click the Setup GoldMine Plus button.

2.

Click the Task Pane tab.

○ The panel on the left shows the available fields that you can add to the Task Information panel in Outlook.

○ The panel on the right shows the layout of the task information details as the display in the Task Information panel in Outlook when viewing a task. You can use the formatting tools at the top of this panel to adjust the color, alignment, and character styles of the display text.

3.

Select the area that you want the field in the right panel.

Note that where ever the blinking cursor is in the right panel is where the new field will appear.

4.

Click the field in the left panel, then click the Arrow button to add the field.

5.

At the bottom of the Task Pane tab, select the user that this change will affect. If this change should be for all users, select All users from the list.

6.

When you are satisfied with the layout, click the Save button to save your changes.