How Mobile Professionals Sync Email, Contacts, Tasks & Calendars Across Devices to be More Productive

Busy professionals in today’s workforce are expected to be available 24/7, and mobile devices make it possible to work on-the-go. Whether at home, in a vehicle, working from the airport, in a coffee shop, meeting with a client, staying at a hotel or somewhere in between, a mobile worker needs to be able to deliver the same level of customer service and quality work at all times, which involves heavy phone usage as well as reliable access to the Internet, your email and what resources are available in your office. Still, whether you prefer Android, Blackberry, iPhone or Windows for your smartphone, it is valuable only when you sync your email, contacts, tasks and calendars across your various devices, which can be rather challenging, particularly for those using Outlook as the central hub for email, contacts, tasks and calendars.

There are two standard email protocols for pulling your email from the email server to whatever tool you are using to manage your messages: POP (Post Office Protocol) simply downloads email to your computer and, usually, deletes the original message from the remote server. When using POP across more than one device, you have to delete or file each individual email on every device; plus, none of the folders created on one device show on any other devices. Alternatively, IMAP (Internet Message Access Protocol) allows users to store their email on remote servers, which is a two-way protocol that allows for synchronizing email across multiple devices. A simple search of “POP versus IMAP” on your preferred Internet browser can outline the numerous differences. Yet, the conundrum related to syncing your email across devices, including Outlook, can be resolved simply by switching your email account from POP to IMAP, and you can find step-by-step instructions to walk you through this process online at http://www.pop2imap.com/how.php.

When talking about options for syncing, that related to contacts and calendar requires a different approach. If you are using exclusively Apple tools, meaning you are syncing between a MacBook laptop, iPhone, iPad and Mac desktop computer, all of your contacts and calendar events will sync seamlessly by using iCloud; however, if you are syncing any of these Apple iOS mobile devices with Outlook on your MacBook laptop or Mac desktop computer, it will require a third-party tool. One excellent option for syncing Outlook with your iPhone, iPad and iPad Mini is Sync2, and you can learn more about how this works as well as download the tool by clicking here. Another excellent option for syncing Outlook with your iPhone and iPad is CompanionLink, and you can learn more about what this will sync between devices as well as how to set it up by clicking here.

To sync contacts and calendar from an Outlook account to your Android, Blackberry or Windows device or between various PC computers can be a little more complicated than using iCloud for Apple-only devices. Until August 1, 2014, you might’ve been using Google Sync to complete such data transfer; although that is no longer an option, there are several third-party tools that can help… 
- CompanionLink syncs Outlook data wirelessly through Google’s services or via a WiFi network through the DejaOffice suite of apps. Private records may be password protected and encrypted, providing the highest level of security available, and updates are free for life.
- Sync2 synchronizes your Outlook calendar, tasks and contacts with Google calendar, tasks and Gmail contacts, which, then, can synchronize with your Android device’s calendar and contacts, and Android users add a Google account when first setting up the phone. 
- Funambol Sync offers open source options. From this site, simply download whichever client applies to your tools and devices; then, once install is complete and the Funambol Outlook Sync Client opens, configure your sync settings under Tools and Options.
- HyperOffice provides a powerful alternative to Microsoft Exchange… While it can include many other collaboration tools, HyperOffice can sync documents, calendars, contacts, projects and tasks for teams or individuals alike. Compare its pricing options by clicking here.
- The Missing Sync from MarkSpace connects your Android, iPhone or Palm smartphone with your PC or Mac computer. For Android, it is exceptionally robust, including Outlook, Address Book and iCal, providing options via Bluetooth, WiFi or USB to transfer and sync data.

While the aforementioned tools of CompanionLink, Sync2, HyperOffice and MarkSpace offer options to sync your tasks from Outlook across various mobile devices, there are also plenty of task-focused apps available to help. First, remember a project is a compilation of tasks that are necessary for achieving a major undertaking while a task is a clearly defined piece of work for which a specific individual is held accountable. Second, the benefits of tracking tasks electronically include (1) automatic carryover for any items left incomplete following their scheduled due dates, (2) reminders that pop-up to nudge you in completing the action required and (3) easily scheduling completion of the designated task to recur at specific times in the future. With that in mind, applicable tools for syncing tasks across devices include Any.Do, Remember The Milk, Pocket Informant as well as Wunderlist. Applicable tools for syncing projects include Asana, Mavenlink and Teamwork PM. See which option best meets your needs and implement fully.

Alternatively, if you are looking to sync Outlook between two computers (like between your PC and that of your assistant, your spouse or your business partner), CodeTwo Outlook Sync enables you to sync Outlook calendars, contacts, tasks, email and documents between those two selected computers. If you are looking to sync Outlook calendars, contacts and tasks with the iCloud system on your iPhone, iPad or Mac, CodeTwo Sync for iCloud works well. Still, if you are looking to sync tasks from Outlook to your Android phone, SymTasks offers a great option for bridging data; adding SymTasks Outlook Sync to your computer will sync your Microsoft Outlook Tasks over to a SymTasks app on your Android device.

One word of caution… If you are on an exchange and, thereby, need a tool for syncing only tasks (not calendars or contacts), please pay close attention when establishing your settings, making sure to check off tasks for activation while not checking either contacts or calendar. Each tool that covers all three of those options will allow you to pick and choose which of the syncing tools you’d like activated; just be clear upfront about what you need from the set-up.

Finally, before you download and install any of the outlined options, review the associated privacy policy, making sure you are comfortable with what it outlines and that it meshes with what your company has outlined for records management or confidentiality guidelines.

Have you better optimized your productivity by syncing email, contacts, tasks and calendars across your various devices? If so, with which have you had the most success?

When Your Office Is On The Run

If you have a mobile office, it absolutely must be efficient. Use these organizing tips to keep your necessary supplies at your fingertips and your mode of transportation neat as a pin.

Use an on-the-go filing system to get papers under control... For travel by automobile, one cost-effective option is Real Simple's Portable File Tote, available at Target or online. However, if you prefer, your local office supply store should have a wide array of portable, lidded file boxes in addition the opton of a simple plastic crate. Label hanging file folders with broad categories, and slide important papers into the correct spots. If traveling by air or train, invest in an expandable briefcase. Very important... Always make sure to have extra folders and labels so you can create new files on the run as needed.

Keep office supplies contained and handy... Stock a small, lidded, plastic box or a small Ziploc bag with essential office supplies, like pens, sticky notes, note cards & envelopes, stamps, return address labels, correction tape, paper clips and a roll of Scotch tape. Don't forget business cards, brochures and other promotional materials. If not in that same bag, keep pens and pencils in one of your automobile's cup holders. Always pack your supplies in the same area of your box, bag or auto organizer, and keep everything together... For auto organizers, I recommend the Case Logic Front Seat Mobile Office Organizer, the Sunshine Kids Travel Pal or the High Road Front Seat Organizer, all available from Target's website. Before leaving home or your physical office, give your in-vehicle storage solution a quick once-over to make sure it is completely stocked, and take a moment to fill in any missing items or those running low.

Be smart in recording expenses... Dedicate an envelope to hold business-related receipts, emptying it once each week. Don't forget to keep a mileage log tucked into your visor, door pocket or glove box for tax purposes. Cardinal Brands sells a great, 3.25" x 6.25" Vehicle Mileage with Annual Summary log that can be found on its website or through Office Max, which is an especially great option for recording mileage due to its compact size.

Don't forget to say "thank you"... Always have a box of "thank you" notes and envelopes on-hand to write while on-the-go. Also, since you'll have postage stamps and return address labels in the aforementioned plastic box or bag, always make sure to have your address book (or method of looking up people's addresses), too. If you want to personalize your postage, just like you can get professional-looking, pre-printed return address labels, you can order stamps that include your business' logo from Zazzle's website, delivered directly to your home or office.

Utilize technology for improved efficiencies... If you have a laptop computer, store as much information on it as you can, like phone numbers, calendars, client information and important documents. Or, if not your laptop computer, any "smart phone" cell phone will work, too. This will limit the hard copy materials you'll need to lug around, but make sure that you back-up your electronic files and information regularly.

Keep reading material together in one file... When you receive a new magazine, thumb through for the articles you'll want to read and add them to your "to-read" file. When you find yourself waiting for an appointment or the next leg of your travels, take that opportunity to catch up on the latest industry news or clean unnecessary information out of your briefcase.

Consider some specialty car organizers... There are visor organizers for CDs, auto litterbags for trash, auto tray tables and back-of-the-seat organizers for cleaning wipes, tissues and an extra bottle of water. Case Logic is an excellent and well-known brand for these items, and their items can be found online or at Target stores nationwide.

Make sure you don't forget your brilliant ideas... or the "to-do" list items that randomly pop into your head... or that great comment made on the phone call you just wrapped up... or anything else that is filling up your mind. Stash a small, hard-cover or spiral-bound notebook to catch those moments and details. On the other hand, to keep your eyes on the road, tote a mini-recorder, use the voice record feature on a "smart phone" or call your own voice mail to leave yourself a reminder message.

Toss it out and tidy up each day... Keep a nylon or plastic garbage bag in the vehicle so messes get cleaned up as you go. Simply take five minutes at the end of each day to empty the bag and tidy up the entire vehicle. This small investment of time will prevent the need for a longer clean-up later.