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Connect Outlook Calendar to Teetrack

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2:48 · English · Published

Connect Microsoft Outlook to Teetrack, review the read-only permissions, and find synced events in the calendar and Daily Review. See automatic drafts on Business and confirm entries before they count as tracked time.

Recorded with the product available at publication. See current plans and pricing for the latest details.

Full transcript

0:03 This video has one goal. By the end of it, your Outlook calendar is connected to Teetrack, and your recent and upcoming timed meetings show up next to your tracked time, ready to become an entry without you typing it. It takes one connection, and the connection takes about two minutes. You start on the settings page, under Calendar Integration, with the button that says Outlook settings.

0:27 Click Connect Outlook, and Teetrack hands you over to Microsoft. This screen is the entire permission model, so it's worth reading once. Teetrack asks to read your calendars, to read your name and email address so it can label the connection, and to stay signed in so it doesn't have to ask you again every hour. There is no write permission on that list. Teetrack can't add, change, or delete anything in your Outlook, and it can't gain that ability later without sending you back to this exact screen. Accept, and you're done with Microsoft.

1:00 Back in Teetrack, the first sync runs by itself. Your first calendar takes you straight to Daily Review. The sync reads thirty days into the past and fourteen days into the future. Open Outlook settings to check the connected account and the last sync time. For automatic drafts, turn on auto-import here. This is a real Outlook connection, using example meetings prepared for this demo.

1:24 Here is what the connection gives you. The calendar page shows your Outlook events next to the time you've already tracked. Recent history is there so you can fill in what you missed, alongside the meetings still coming up. The gaps between the blocks are the hours you haven't accounted for yet, and those gaps are what to look for.

1:44 Daily review is where those events turn into time entries. It lists recent meetings, and each one takes a single click. Confirm it and it becomes an entry, edit it if the meeting ran long, or dismiss it if it wasn't work. The important part is that each imported meeting starts as a draft. Nothing counts as tracked time until you confirm it, so your calendar can never put hours on your timesheet by itself.

2:09 You don't have to remember to come back and check. The dashboard tells you when something is waiting for review. And once you've confirmed the entries, they are ordinary hours. They show up in the summary, they count against your project budgets, and they go on an invoice exactly like anything you typed in by hand.

2:28 That's the goal met. Outlook is connected, it re-syncs itself every half hour from now on, and your meetings arrive as entries you approve instead of entries you type. The written guide is linked below. The next video in this series explains exactly what the sync reads, what it writes, and when. Teetrack has a free plan at teetrack dot it.