Sharing Contacts and Tasks in Outlook 2007

Revised 03/09/2012, ace

Sharing Contacts

 

For Reviewing Rights Only:

  1. Open Outlook and click on Contacts.
  2. Click on Share My Contacts folder.
  3. Type in the email address of the user you woold like to share your contacts with.
  4. Click Send.
  5. Click Yes.
  6. Click OK to close.

 

For Publishing Editor

  1. Open Outlook and click on Contacts.
  2. Under “My Contacts,” right-click on Contacts, and select Properties.
  3. The Contact Properties window will appear. Click the Permissions tab.
  4. Click Add
  5. Select the user from the Global Address List and click OK.
  6. The user will appear in the window.
  7. Select the Publishing Editor Permission level for the user.
  8. Click OK.

 

Sharing Primary User's Tasks

Important: Sharing Tasks is not necessary unless you need to print a shared calendar. This step can be skipped.

For Reviewing Rights

  1. Open Outlook and click on Tasks.
  2. Click on Share My Tasks folder.
  3. Type in the email address of the user you woold like to share your tasks with.
  4. Click Send.
  5. Click Yes.
  6. Click OK.
 

For Publishing Editor and Additional Rights

  1. Open Outlook and click on Tasks.
  2. Under “My Tasks,” right-click on Tasks, and select Properties.
  3. The Task Properties window will appear. Click the Permissions tab.
  4. Click Add.
  5. Select the user from the Global Address List and click OK.
  6. The user will appear in the window.
  7. Select the Publishing Editor Permission level for the user.
  8. Click OK.

 

Open Shared Contacts for Secondary User

Note: For Reviewers only just click on the email you received. For Publishing Editor rights please follow the steps below.

  1. Open Outlook and click on Contacts.
  2. Click on Open a Shared Contacts link.
  3. Enter the primary user’s username and click OK.
  4. The primary user’s contacts will automatically open.
  5. You will see the primary user’s name on the left-hand side under People’s Contacts.

Note:

The primary user’s contacts are visible when the primary user’s name appears under People‘s Contacts. To remove the primary user, right-click on the name and select Delete “User.”

Open Shared Tasks for Secondary User

ImportantSharing Tasks is not necessary unless you need to print a shared calendar. This step can be skipped.

Note:  For Reviewers only just click on the email you received. For Publishing Editor rights please follow the steps below.

  1. Open Outlook and click on Tasks.
  2. Click on Open a Shared Tasks link.
  3. Enter the primary user’s username and click OK.
  4. The Primary user’s tasks will automatically open
  5. You will see the primary user’s name on the left-hand side under People’s Tasks.