If you use ACT! 7 or later (2005/2006/2007/2008/2009), you can export your plan from Project KickStart to an ACT! database with just one click. After you export your plan, you see your tasks in the ACT! Group view, grouped under the name of your project.

To export to ACT! 7 or later:

1. In the Schedule step, click the Export to list arrow below the Gantt chart, click ACT! 7  and later, and then click the Go button. You can also click File on the menu bar, point to Export to, and then click ACT! 7 and later.        
2. The first time you export to ACT!, the Open ACT! Database dialog box opens. Select the ACT! database (*.pad file) to which you want to transfer your Project KickStart tasks, and then click the Open button. The Export to ACT! dialog box opens.

Each time you export, the Export to ACT! dialog box opens so you can select which tasks you want to export.

3. Click an option button to export All Tasks, Uncompleted Tasks, or Completed Tasks.
4. Click Start. (This works best if ACT! is already open.)
5. If you are exporting to a multi-user ACT! database, enter your ACT! User Name and Password.

To view each project separately in ACT! Group Details:

1. In ACT!, click the Group List icon.
2. Double-click the Project Name in the Group Name column  The Group Detail appears for the project you selected.
3. Click the Contacts tab to see Contacts, and click the Activities tab to see tasks for that project.
4. You should press Ctrl-F5 to refresh the view. Also, you might have to adjust the Filter in ACT! so that Dates to show is set to "All Dates."

Task names are listed in the Regarding column. Assignments are listed in the Scheduled With column. Phases are shown in red, and tasks and subtasks are shown in blue.

       

To view tasks from multiple projects sorted by date in Task List or Calendar:

• In ACT!, click the Task List icon. 

The Task names are listed in the Regarding Column. Assignments are listed in the Scheduled With column. Project names are in the Associate With column. You might have to adjust the Filter in ACT! so that Dates to show is set to "All Dates."

• You can also view tasks from multiple projects in your Monthly Calendar, Weekly Calendar, or Daily Calendar. Tasks are set as timeless (Duration of 0 minutes) so the transferred tasks don't "fill up" the calendar.

Tips

• Import ACT! Contacts and Users to the Project KickStart People Library first. Linking to ACT! works best if the people in Project KickStart are the same as your Contacts and Users in ACT!. When you export tasks to ACT!, it recognizes your people as Contacts or Users.
• The ACT! 7 and later export is smart enough to update your existing tasks from the same project. If you export the same Project KickStart project two or more times, ACT! recognizes the project and asks if you want to update the project information in ACT!. You do not lose your task history or notes in ACT!.
• Tasks that are unassigned in Project KickStart are listed as Scheduled With "Unassigned PKS."
• You can filter by Selected Users in the Task List and in Groups.

See Also

  Import ACT! Contacts and Users to the People Library