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DocsCalendar Sync
Push tasks to Google or Outlook with per-task control and two-way sync
How Tasks Flow to Your Calendar
One event per synced task, on the task's due date.
When you connect a Google or Outlook calendar and enable Sync to calendaron a task, the CRM creates a calendar event at the task's due time. The event title mirrors the task title, the description includes a deep link back to the task, and the color matches the task's priority. Tasks without a due date cannot sync.
Per-Task Toggle
Sync is opt-in on every task.
Every task has a Sync to calendar switch. Off by default. Flipping it on creates the event immediately; flipping it off deletes the event from the external calendar but leaves the task untouched in the CRM.
Connecting a Calendar
One-time OAuth setup.
Open integration settings
Go to Settings > Integrations > Calendar.
Choose a provider
Select Google Calendar or Microsoft Outlook and authorize the CRM.
Pick a target calendar
If the account has multiple calendars, pick which one receives synced task events.
Enable sync on individual tasks
On any task with a due date, flip the Sync to calendar toggle.
Behavior on Update, Complete, and Delete
How task state changes propagate.
- Edit title / due date / description — The calendar event updates within seconds.
- Complete a task — The event is marked with a strikethrough title and removed from upcoming views after the due date. History is preserved.
- Delete a task — The calendar event is deleted from the external calendar.
- Flip sync off — The calendar event is deleted; the task remains in the CRM.
Two-Way Sync and Conflict Resolution
Changes made in the external calendar flow back to the task.
If you reschedule or rename the event in Google or Outlook, the change pulls back into the CRM task on the next sync tick (typically within a minute). If both sides are edited before a sync, the CRM is the source of truth and its value wins. A brief conflict banner appears in the task detail panel when this happens so you can confirm the outcome.
Revoking Access
Disconnect the integration at any time.
Go to Settings > Integrations > Calendar and click Disconnect. All existing synced events are left in place on the external calendar (they become static copies), and the per-task sync toggles turn off. You can also revoke access directly from your Google or Microsoft account settings; the CRM detects this on the next sync and disables the integration gracefully.