Outlook CRM Background

This article describes following options of creating tasks:


How to Create Task Via eWay-CRM Ribbon in Microsoft Outlook

Work with tasks in eWay-CRM is not different as work with other types of items, e.g. journal.

  1. In the eWay-CRM ribbon in Microsoft Outlook, click New > Task.
  2. Add New Task


  3. Fill in values that are important to you, e.g. Subject or Due Date.
  4. New Task

  5. Click Save or Save and Close icon.

How to Create Task From eWay-CRM Item Window (e.g. From Contact)

  1. In the item window (e.g. company, contact, etc.), click Add New > Task.
  2. Add New Task to Contact


  3. Item that the task was created from, is automatically filled to task. If the item was project or deal, company and contact from project/deal are filled to task, too.
    You just insert values you need, e.g. Superior Item, Subject or Due Date.
  4. New Task From Contact

  5. Click Save or Save and Close icon.

How to Create Task in Microsoft Outlook (and Synchronize It With eWay-CRM)

If you make a mistake and open Outlook task window instead of eWay-CRM, do not worry. Nothing is changed.

  1. Select Superior Item.
  2. Superior Item on Task

  3. Insert other values that are important for you.

  5. Click Save or Save and Close icon.
    Because you have selected Superior Item, task will be automatically saved to eWay-CRM, too. Leaving Superior Item empty, will save task only to Microsoft Outlook.
  6. Save Task in Outlook

Do you have questions? Our consultants have answers.

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Choose from the following modules


Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.



Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.



Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.


Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table