No. Tasks in Crelate do not automatically sync to your mail calendar. This is by design. In some situations, you may want a reminder in Crelate without blocking time on your mail calendar, which would limit the availability that candidates and clients can book with you.
The Task activity is a default activity type. Default activity types cannot be modified or removed, so Task cannot be changed to send calendar invites.
How do I get an event on my mail calendar?
Use a custom activity whose Activity Mode is Calendar Invite or Interview, and send it as a calendar invite.
Open a Contact Record, or open a Job dashboard and select a candidate’s tile.
Select the icon for your calendar invite activity, such as an interview.
Set Schedule for to a future date and time, choose your email connection in From, and add the attendees.
Select Save and Send. The invite is sent and added to your mail calendar.
You need an email connection, and the activity type must use the Calendar Invite mode. For the full steps and troubleshooting, see Scheduling Calendar Invites.
Can I make my own activity show on my calendar?
Yes. Any custom activity can be changed to the Calendar Invite or Interview mode. Only administrators can do this.
Select Settings, and then Activities.
Select the custom activity.
Next to Activity Mode, select Calendar Invite or Interview.
Select Save.
Where do my tasks appear?
Tasks stay in Crelate. You can manage them under Tasks & Events (To-Do’s).
Key takeaway
Tasks do not sync to your mail calendar by design, and the Task activity cannot be modified because it is a default activity type. To put an event on your calendar, an administrator can set a custom activity’s Activity Mode to Calendar Invite or Interview, and then you can send it with Save and Send.
What's Next?
Want to learn more about activity modes? Or need help configuring your custom activities? We have you covered below!