Push Next Actions to gCal or Outlook

OnePageCRM's GTD approach (Getting Things Done), shows that it's better to keep your task/action lists (in our case an action stream) separate from your "hard landscape" or Calendar. So you can choose to push only "time specific" sales actions, like onsite meetings to your calendar.

In this article:
Push actions to calendar
How are actions organized the Calendar

How to push actions to your calendar

Once an action has been created → hover over the appropriate action → click on the 3-dots menu.

For the Google Calendar select Send to Google Calendar.

For the Outlook Calendar select Download .ics calendar file and upload it to your Outlook365 calendar, see here

Contact Profile | 3-dots menu| push to calendar

Once the event is pushed, save the event and it will appear in your preferred calendar.

How actions are organized in the Calendar

Pushed sales actions are positioned in your calendar depending on their date type:

Date type/Date flag	Position
ASAP/Waiting	The *date* and next *30-minute time slot* are allocated when the action is pushed. E.g.: If the sales action was pushed at 14:34 on 19 February 2025, it is positioned in the 15:00 - 15:30 time slot of 19 February 2025.
Action with a date	The event will be placed as an *All Day* event on that date.
Action with date & time	The event will be placed in the *specified time slot* on that *date*.

Date type/Date flag

Position

ASAP/Waiting

The date and next 30-minute time slot are allocated when the action is pushed.

E.g.: If the sales action was pushed at 14:34 on 19 February 2025, it is positioned in the 15:00 - 15:30 time slot of 19 February 2025.

Action with a date

The event will be placed as an All Day event on that date.

Action with date & time

The event will be placed in the specified time slot on that date.

Notes:

When sending actions to your calendar from OnePageCRM, the following contact data is pushed:

Name
Next Action text and date / Date & time
Phone numbers and Address

To automatically push all actions to your Google, Outlook365, or Apple calendar, set up the Calendar Feed.