Microsoft Outlook Integration
The Outlook integration allows you to create tasks based on emails, right from the Outlook client. It can make adding tasks to your projects based on recent communications much easier and much faster. Now, when you receive a client email requiring you to update or set up a new task in the software, there’s no need to go from platform to platform.
Key Features of the Microsoft Outlook Intergration
- When the add-in is used, it can send data over the Internet
- This add-in can access personal information such as phone numbers, postal addresses, or URLs on the active message.
- The add-in may send this data to a third-party service. Other items in your mailbox can’t be read or modified.
Steps to Success
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If the project has already been created in the ProWorkflow tool, the Outlook plugin automatically populates tasks from the email in just a couple of clicks, saving you time.
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Open the email in Outlook from which you want to create a task.
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Click on the ProWorkflow icon and select “New Task” from the list.
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Then, type in the Project you want to create the task for and start entering and/or editing auto-populated details.
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From there, a task is immediately created in the ProWorkflow tool. It’s a cinch to add the app from the ‘Get Add-ins,’ which you can select from the ‘More Actions’ drop-down from any email in Outlook.
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After installing, you’ll find the ProWorkflow logo at the top of each email. Get the app here.
