Outlook
Project Management Software Add-In
Last week we gave you a glimpse into the updates we have planned for the first half of 2020. But what we didn’t mention was that we already released a new feature that many of you will be thrilled to hear about.
Meet the new ProWorkflow Outlook Add-in.
Just before the end of 2019, ProWorkflow added a native solution in the form of a project management Outlook plugin, which allows you to easily create tasks from emails in Outlook.
No need to go from platform to platform when you receive a client email requiring you to update or set-up a new task. As long as the project has already been created in the ProWorkflow tool, the Outlook plugin automatically populates tasks from the email in a couple of clicks.
Is this for you? (Compatibility)
Our new Outlook Add-in is available to all our subscribers from a Proworkflow point of view.
As for compatibility, you’ll need to be on the latest version of Outlook for Windows or Mac. The Outlook Add-in is also available through Office Web.
Before you get going.
It’s very easy to add the app from the ‘Get Add-ins’ which you can select from the ‘More Actions’ drop-down from any email in Outlook. After installing, you’ll find the ProWorkflow logo at the top of each email.
Also, grab the app from here.
Create a New Task.
The Outlook project management add-in helps you create tasks from emails in Outlook.
No need to switch platforms when an email informs you to create a new task. The Outlook Add-inautomatically populates tasks from the email in a couple of clicks.
- Open an email in Outlook, from which you want to create a task.
- Click on the ProWorkflow icon.
- Select “New Task” from the list.
- Type in the Project you want to create the task for.
- Start entering and/or editing auto-populated details.
A task is immediately created in the ProWorkflow tool.
Update a Task.
It’s also very easy to update start and due date, task descriptions and the allocated time for an existing task without having to switch to the ProWorkflow tool.
- Click on the ProWorkflow icon in the email.
- In the drop-down select “Search. ”
- Enter the name of the task.
- Begin editing the task.
Your edits are immediately synced with the ProWorkflow tool.
