Work with the Microsoft Outlook Add-In
- Last updated
- Dec 19, 2022
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- ProjectPlace Fundamentals
- Communication
- Planning
- Execution and follow-up
- About Work Execution and Follow-up in ProjectPlace
- Customize a Board to Fit Your Way of Working
- Download a Board
- Follow-up on Work Progress
- Hide and Delete Boards
- Introduction to Logbook
- Print a Board
- Report Time
- Restrict Access to Boards
- Copy a Board in the Same or Another Workspace
- Work with Boards
- Work with Cards
- Work with Issues and Risks
- Document Management
- About Document Apps
- About Document Management in ProjectPlace
- About the Public Documents Folder
- Create and Use Document Templates
- Customize the List View for Documents
- Data Loss Prevention
- Export and Download Documents
- Keep Track of Document Changes
- Manage Permissions to Document Folders
- Manage Document Versions
- Document Reviews
- Share Documents
- Work with Documents and Folders
- Work With Documents Without the Document App
- Work with Document Tags
- Workspace setup and administration
- Templates
- Project portfolios
- Workload Management
- Account Administration
- About Account Administration in ProjectPlace
- Account Administration Overview
- Divide the cost between workspaces or departments
- Enable and Manage Workspace Requests
- Export account users
- Export account workspaces
- Export time reports for the account
- Manage Account Rules
- Manage Account Settings
- Manage Business Units
- Manage Global Document Templates
- Manage storage in the account
- Manage teams in the account
- Manage Users in the Account
- Manage Workspaces in the Account
- Manage Robots in the Account
- Use SSO with ProjectPlace
- Integrations
- Product Releases
- Archived Product Update Webinars
- Important Update for SameSite Cookie Setting
- Information About Migration of Issues to New Version
- Recent Updates
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- Planview Zoom partnership - Security Statement
- Top 25 FAQs You Should Know
- ProjectPlace FAQ (Deutsch)
- Warum erhalte ich eine Fehlermeldung wenn ich auf einen Projectplace Link klicke?
- Was kann ich machen wenn ich die Lese - oder Bearbeiten-Option nicht erhalte?
- Was kann ich tun wenn das Projectplace Add-on blockiert wird?
- Was kann ich tun wenn mein Dokument nicht gespeichert wurde?
- Wie kann ich Administratoren ändern?
- Wie kann ich den Hauptadministrator in meinem Arbeitsbereich ändern?
- Wie kann ich den Namen meines Arbeitsbereiches ändern?
- Wie kann ich einen Ordner zu Projectplace hochladen?
- Wie kann ich eine komplette Neuinstallation der Dokument-App durchführen?
- Wie kann ich ein Board entfernen?
- Wie kann ich meinen Arbeitsbereich beenden?
- Wie kann ich meine E-Mail Adresse ändern?
- Wie kann ich mein Kennwort zurücksetzen?
- Wie kann ich Zugriffsrechte zu Boards verwalten?
- Wie kann ich Zugriffsrechte zu Ordnern verwalten?
- Wie kann ich zwei Nutzerkonten zusammenlegen?
- Wie lösche ich mein Nutzerkonto?
- ProjectPlace FAQ (Norsk)
- Hva gjør jeg dersom dokumentet mitt ikke er lagret?
- Hva gjør jeg hvis Projectplace add-on er blokkert?
- Hvordan avslutter jeg et arbeidsområde?
- Hvordan avslutter jeg min brukerkonto?
- Hvordan begrenser jeg tilgang til en mappe?
- Hvordan begrenser jeg tilgang til tavler?
- Hvordan endrer jeg administratorer?
- Hvordan endrer jeg hovedadministrator i mitt arbeidsområde?
- Hvordan endrer jeg min e-postadresse?
- Hvordan endrer jeg mitt passord?
- Hvordan endrer jeg navn på mitt arbeidsområde?
- Hvordan kan jeg reinstallere dokumenthåndterings-programmet?
- Hvordan kan jeg slette en tavle?
- Hvordan kan jeg slå sammen to brukerkontoer?
- Hvordan laster jeg opp en mappe til Projectplace?
- Hvorfor får jeg en feilmelding når jeg klikker på en linke fra Projectplace?
- Hvorfor får jeg ikke valget Lese eller Redigere?
- ProjectPlace FAQ (Svenska)
- Hur avslutar jag en arbetsyta?
- Hur avslutar jag mitt användarkonto?
- Hur begränsar jag behörigheten till mappar?
- Hur gör jag för att begränsa behörigheten till tavlor?
- Hur kan jag installera om dokumenthanteringsprogrammet?
- Hur laddar jag upp en mapp?
- Hur slår jag ihop två användarkonton?
- Hur tar jag bort en tavla?
- Hur ändrar jag administratörer?
- Hur ändrar jag huvudadministratören i min arbetsyta?
- Hur ändrar jag min e-postadress?
- Hur ändrar jag mitt lösenord?
- Hur ändrar jag namnet på min arbetsyta?
- Vad gör jag om jag inte får upp alternativet Läsa eller Redigera?
- Vad gör jag om mitt dokument inte har sparats?
- Vad gör jag om Projectplace desktop-appen är blockerad?
- Varför får jag ett felmeddelande när jag klickar på en länk?
- ProjectPlace Support
- System Requirements and Supported Browsers
- ProjectPlace Enablement Webinars
- End of Internet Explorer 11 Support
- Videos
- Reporting
Use the ProjectPlace add-in in Outlook to create cards from an email conversation. When team members or external stakeholders who are not a part of ProjectPlace work with team members who are, much of their communication happens via email, making it difficult for teams to collaborate. The Outlook ProjectPlace add-in converts an email conversation into a ProjectPlace card (including attachments), providing a simple integration into ProjectPlace.
Enable the ProjectPlace Add-in for Outlook
Only account administrators can change third-party software settings.
To enable the MS Office for Web integration for your account:
- Click the tool selector in the top navigation bar and select Account Administration.
- On the Overview tab, click Settings and select Third party software data access.
-
In the window that appears, find the Third party software data access section and click the toggle to the on position.
- Select the ProjectPlace add-on for Outlook option (if not already selected).
- Click Save.
Install the ProjectPlace Add-in for Outlook
Outlook Desktop
To install the ProjectPlace add-in for the Outlook desktop application:
- Open Outlook and select the Get Add-ins button on the Home ribbon. (Note: If you don't see the Get Add-ins button in your version of Outlook, select the Store button.)
- Search for ProjectPlace in the search box.
- Locate the ProjectPlace - Create cards from emails add in and click Add.
- In the window that appears, click Continue to begin the installation.
- Once the installation is complete, the Add card to ProjectPlace icon appears in the Outlook ribbon.
Outlook Web
To install the ProjectPlace add-in for the Outlook web application:
- Go to the Outlook web application and create a new message. (Note: If you are using the classic Outlook web app, click the Settings icon and select Manage add-ins.)
- At the bottom of the new message, click the ellipsis and select the Get Add-ins menu option.
- Search for ProjectPlace in the search box.
- Locate the ProjectPlace - Create cards from emails add in and click Add.
- The ProjectPlace icon appears in the header of the selected email message.
Use the ProjectPlace Add-in for Outlook
- Select the email you want to create a card from.
- Launch the ProjectPlace add-in by clicking the ProjectPlace icon. The icon is located in one of two locations, depending if you are using the desktop or web application:
- Desktop application: Find the ProjectPlace icon on the right side of the Outlook ribbon.
- Web application: Find the ProjectPlace icon in the heading of the selected email.
- The first time you open the add-in, you will be prompted to login into your ProjectPlace account:
- Click the Log in button to get started.
- In the login window that appears, enter your login credentials and click Login.
- Click the Allow button to allow access to ProjectPlace.
- A Create a card task pane will appear on the right side of the application window.
- The new card title is automatically populated with the email title. If desired, edit the card title by clicking on it.
- The body of the email is automatically populated in the description box. Click Expand to see the entire card description or Collapse to hide it. If desired, you can edit the card description by clicking on it.
- You can decide whether you want the attachment(s) to be added to the card by checking/unchecking the file(s).
- Click the down arrow and select the board to which you want to add the card.
- Click Associate to activity and associate the card with an activity.
- Click Add assignee and assign the card to a workspace member.
- Click Create card. The new card can now be viewed in ProjectPlace and works the same way as other ProjectPlace cards. You can create new cards from the same or different email conversations.
Privacy Statement
To maintain privacy of our users while using the ProjectPlace Add-in for Outlook, ProjectPlace does not store any user credentials or any other personal identifiable information (personal data) in the add-in or on the user’s system. We also do not transmit any user data to Microsoft. For more information about Planview’s protection of personal data, please review our privacy statement.