Introduction: In this quick tutorial, Tony Holowitz, an experienced ACT for Outlook user, sheds light on the purpose and functionality of the “Create Activity” dialog box that appears when receiving meeting invitations in Microsoft Outlook. Tony explains the significance of this dialog box and how it seamlessly integrates ACT and Outlook calendars.

Meet Tony Holowitz: Your ACT for Outlook Guru: Tony Holowitz, a seasoned ACT for Outlook user and expert, shares his insights to help users make the most of their ACT integration with Microsoft Outlook. With Tony’s guidance, users can efficiently manage their activities and ensure synchronization between the two platforms.

Understanding the Create Activity Dialog Box: When you have ACT for Outlook installed and configured, the “Create Activity” dialog box appears on your screen whenever you receive an incoming meeting invitation in Microsoft Outlook. This dialog box serves a crucial purpose in ensuring that your meeting activities are also recorded in your ACT calendar.

The Purpose of the Create Activity Dialog Box: As meeting requests hit your Microsoft Outlook calendar, they do not automatically sync with your ACT calendar. The “Create Activity” dialog box acts as a prompt, asking if you would like to record the meeting activity in ACT as well.

Selecting the Correct Activity Type: When dealing with meeting invitations, it is essential to choose the right activity type. In the “Create Activity” dialog box, click on the drop-down under “Activity Type” and select “Meeting.” By doing so, the activity will be correctly categorized as a meeting in both Microsoft Outlook and ACT.

Creating the Activity in ACT: After selecting the correct activity type, click on “Create” to record the meeting in your ACT calendar. Now, the meeting invitation is successfully logged in two places – Microsoft Outlook and ACT.

Benefit of Using the Create Activity Dialog Box: Thanks to the “Create Activity” dialog box, users can efficiently manage their meeting activities in both Microsoft Outlook and ACT without the need for manual data entry.

Conclusion: Simplifying Meeting Management with ACT for Outlook: Tony Holowitz’s insight into the “Create Activity” dialog box provides users with a better understanding of its significance in seamlessly integrating ACT and Microsoft Outlook. By using this feature, users can streamline meeting management and ensure accurate recording of activities in both platforms.