TaskFlow Microsoft Calendar - Manager Setup

This document will guide you through the process of setting up your Outlook Calendar integration for your organization so that your TaskFlow users can sync their Outlook Calendar into the system.

Step Summary

1. Register an application on your Azure portal

2. Enter the following fields in the Microsoft Integration section on TaskFlow general settings:

   1. Azure App ID

   2. Tenant ID

   3. Password

3. Authenticate as the user logged into TaskFlow

Detailed Steps

1. Register an application on your Azure portal

1. Log into your admin account on https://portal.azure.com/

2. Navigate to Azure Active Directory

   

3. Click on “App Registrations”

   

4. Create a new registration and enter the following information:

   

   1. Name for the application (eg: TaskFlow Calendar)

      

   2. Set the supported account type to: “Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)”

      

   3. Click the “Register” button

      

5. Create an “Authentication” for the newly create app registration

   1. In your newly created App Registration, click on “Authentication”

      

   2. Click on “Add a platform”

      

   3. Select “Web”, and enter the redirect URL of your TaskFlow instance as follows:

      

      1. If you URL for your TaskFlow instance is: https://client.taskflow.co.za then your Redirect URL will be: https://client.taskflow.co.za/ms/oauth

         

   4. Check both Implicit grant and hybrid flows checkboxes
      

      

   5. Click on the “Configure” button to save your changes

      

6. Create a Secret for the application

   1. Click on “Certificates & Secrets”

      

   2. Click “New client secret”

      

   3. Enter a “Description” (eg: TaskFlow Calendar)

      

   4. Choose an expirey period

      

   5. Click “Add” to save your changes

      

Note: Copy the “Value” portion displayed and save it in a secure place since this will be blurred out once you navigate away from this page.

2. Register the application on TaskFlow

1. Click on the 'Overview” button on your newly create App Registration and copy the Application (client) ID and Directory (tenant) ID

   

2. Log into TaskFlow and navigate to Settings->General Settings and scroll down to the Microsoft Integration section as seen below:
   

3. Enter the following information:

• Azure App ID: The Application (client) ID that you copied in Step 1

• Tenant ID: The Directory (tenant) ID that you copied in Step 2

• Password: The password that you copied and stored securely earlier

This completes the management portion of setting up the Microsoft Calendar Integration on TaskFlow, please see the next training document to set up the User portion of the Microsoft Calendar Integration: