Within Outlook, you can add tasks and files to your projects using the Teamwork add-in.
This integration is supported with Outlook Online and Outlook Desktop (Mac or Windows).
Installing the add-in
The Outlook add-in can be installed via the Teamwork app page in the Microsoft Outlook add-in marketplace. Select Get it now to proceed to the installation steps.
Once you have installed the add-on from the Microsoft Outlook marketplace, you will see Teamwork listed as an option under your Add-ins.
Using the add-in
While viewing an email, click the three dots in the top right of the message thread and select Teamwork from the options menu.
The add-in will open in a panel on the right of your Outlook account where you can either log in to an existing Teamwork site or sign up to a new account.
Once you have entered your Teamwork credentials, you will also need to grant access permissions for the add-in to link with your account.
You will then be brought to an overview menu where you can add new tasks or attach files from emails to existing tasks on your Teamwork site.
Adding a task
When adding a new task, you can select a destination project and task list and set a task name. You can also:
- Add Email as an Attachment - email contents will be posted as a comment on the newly created task in Teamwork.
- Who and When
- Choose assignee(s) and choose whether to notify.
- Set task start and end dates.
- Files - select existing attachments from the email to include as attachments on the task.
Attaching files to a task
Using the add-in, you can add attachments from an email to an existing task in one of your projects.
In the add-in home screen, select the Attach a File options.
Using the Task Name field, you can search for existing tasks on your projects in Teamwork. Select the relevant task from the dropdown results.
Once a task has been selected, additional options will appear:
- Add Email as an Attachment - a HTML copy of the email will be uploaded as an attachment on the task.
- Select attachments - use the checkboxes to the right of each of the current email's attachments to choose which ones to add to the task.
To log out of your associated Teamwork account, click the Log Out button at the bottom of the add-in window.
Uninstalling the add-in
While viewing an email, click the three dots in the top right of the message thread and select Get Add-ins from the options menu.
From the My add-ins subsection, locate or search for the Teamwork for Outlook add-in.
Using the options menu (three dots) on the add-in card, choose Remove from the dropwdown menu.
For more information, see: Integration options