Outlook Synchronization powered by Implicit Sync - How to Sync Tasks
If you manage your tasks across both Outlook and BigContacts, syncing them helps you stay organized without having to update each platform manually.
With the Outlook Sync Plugin, you can create a task in either tool and keep it in sync—along with any edits you make later. This guide walks you through how to create a task in Outlook, link it to a contact in BigContacts, and make sure it syncs correctly using the plugin.
Creating a Task in Outlook and Syncing It to BigContacts
1. Create a new task
In your Outlook calendar or task pane, click on an empty task slot to begin.
2. Fill in task details
Enter the task’s Subject, Start, and End dates, and any other relevant details.
3. Mark the task for sync
Click the Sync Categories button. This is what flags the task for syncing with BigContacts.
4. Link the task to a contact
In the sync window:
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Use the Type of Contact dropdown to choose Business or Individual
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Then, in the Contact Name field, begin typing the name of the contact
Tip: Only the first ~100 contacts appear in the dropdown, so typing the name helps bring up the correct match quickly.
5. Confirm your selections
Once the contact is selected, click OK to save the sync settings.
Syncing the Task
If your sync settings are configured to run automatically, the task will sync during the next cycle. If you’ve set your plugin to manual sync:
To sync manually:
- Open the plugin tab in Outlook
- Ensure “Tasks” is checked
- Click Sync Now
Important Notes
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You can edit tasks in either Outlook or BigContacts, and those updates will sync normally.
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Deleted tasks behave differently:
– If you delete a task in BigContacts, it will not be removed from Outlook
– This is a known limitation due to Outlook’s current handling of task deletions via third-party sync
Recap
This task syncing flow is helpful if you:
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Manage your to-do list across both Outlook and BigContacts
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Want your CRM tasks linked to contact records
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Need consistent updates regardless of where the task was created
If you’re syncing other items like meetings or contacts, check out the related guides in this section—or reach out to support@bigcontacts.com for help.