With ExtendSync Outlook, you can create and save new Task records directly from your inbox without switching to NetSuite.

ExtendSync respects your assigned NetSuite role permissions. Your administrator must enable each record type your role is authorized to create or update.

Step 1: Open Outlook and Access ExtendSync

Launch Microsoft Outlook and ensure the ExtendSync add-in is installed and active.
Open an email that contains the task information you want to save.
Click the ExtendSync panel from the Outlook ribbon or Apps icon inside an email.
Web and Mac Users (Open an email)

Outlook Classic (Ribbon Bar)

Step 2: Create the Task record

Click the + sign at the top right corner of ExtendSync, then select Task.
Click Configure Fields to add mandatory and optional fields as needed.
Enter values in all necessary fields, ensuring mandatory fields are completed, such as:
- Assigned
- Due Date
- Start Date
- Status
- Priority

Step 3: Save the Task

Click Save to create the record in NetSuite.
ExtendSync will process the request and confirm when the record is successfully created. Select View in NetSuite to open the task.

Common Errors and FAQs

🔵 Where to view tasks in NetSuite?

You can find your Task records in several areas of NetSuite:

First Option - Task List View
Step 1: Go to Activities > Scheduling > Tasks.
Step 2: Use the filters to search for Tasks.
Second Option - Task List
Step 1: Go to Activities > Activities Overview.
Step 2: In the task portlet, use the filter to look for tasks.
** If Tasks portlet is not showing, click Personalized > List.
Third Option - Calendar Portlet
Step 1: Go to Activities > Activities Overview.
Step 2: In the calendar portlet, you will see the task assigned to you. If the calendar is public for others, it will also be shown in the dropdown.

🔵 Can a custom form be set when creating a record?

ExtendSync automatically uses the default form assigned to your record.
If your preferred form differs from the default, you can manually select it by adding the Custom Form field.
📘 Learn more about working with custom forms in ExtendSync

🔵 Why are Custom fields not showing?

By default, only standard NetSuite fields are displayed. If your record includes required custom fields, validation will fail unless those fields are added manually.
To fix:
1. Ask your NetSuite Admin to grant permission to view your custom fields.
2. Once permissions are updated, reload the ExtendSync add-in and add the fields using Configure Fields.
📘 View the troubleshooting guide for missing custom fields

💡 Note: Each user must configure their own form layout in ExtendSync.