The Smartsheet for Outlook add-in (formerly called the Smartsheet App for Outlook) allows you to create and edit Smartsheet tasks and collaborate on them in real-time, all without leaving your Outlook inbox. Note that you will need your Outlook 2016 for Mac to be connected to a migrated Outlook. Add-ins for Outlook 2016 for Mac will initially be available to Office Insiders in the coming weeksstarting with a rollout to Office Insiders Fast followed by Office Insiders Slow and will then be broadly rolled out to all Office for Mac 2016 users.We use the Outlook 2016 Mail client on the Mac. We appreciated the flagged Email view until we realized the 'Open in Outlook' links only open Emails in the browser. All existing add-ins for Outlook on the web and desktopincluding Boomerang.For further integration with Office 365, set up contacts and calendar integration.Act CRM for Outlook offers a rich and unparalleled set of features to easily sync Outlook database. The add-in can be deployed and configured by Outlook admins and, once installed by users, it allows you to easily add a Zoom meeting to any new or existing calendar event. The Zoom for Outlook add-in is designed to manage scheduling within the Outlook web and desktop apps.In the Office Store, navigate to the Smartsheet for Outlook add-in and click the Add button. Install the Add-In from a ComputerTo install the Smartsheet for Outlook add-in from a computer: After installing it once, it will also be made available on any other device that you're signed in to. Once the add-in has been installed (either by you or an Admin on your Microsoft account), you’ll want to connect your Outlook account with your Smartsheet account.NOTE: You'll only need to install the add-in from one device. You may encounter errors when using this type of account with the Outlook Add-in for Smartsheet.To use the add-in, you'll first need to install it from the Microsoft Office Store ( ) and connect it to your Smartsheet account.
Outlook 2016, Intergrations Mac To BeClick the Smartsheet logo in the upper-right corner of the email message to open the Smartsheet add-in panel.NOTE: If you don’t see the Smartsheet logo in the upper-right corner of the email, make sure to open an email sent to your supported Microsoft email address.The add-in panel appears on the right of the Outlook window, requesting permission to install Smartsheet for Outlook. Navigate to Outlook on the Web ( ) and open an email message sent to your supported Microsoft email address. Connect your Outlook and Smartsheet AccountsTo connect your Outlook account with your Smartsheet account: In the Outlook for iOS or Outlook for Android app, select Settings > Add-ins.Instructions on installing add-ins can also be found on the Microsoft support page on Outlook for Mobile devices. (This should be the email address that you’re using with Outlook.)To install the Smartsheet for Outlook add-in from an iOS or Android device: ![]() ![]() Select the Smartsheet icon in the Outlook window. The sheet will open in a new browser tab.To add email information to a sheet in Smartsheet: If you don’t see the Smartsheet for Outlook add-in, it may need to be installed.Add emails and their attachments to new or existing rows in Smartsheet:By default, a new comment will be added to the row, using the message body of the email as the comment.TIP: You can click the name of the sheet at the top of the add-in panel to open it up and work on it in Smartsheet. Tap the Add-In icon , then tap Add to Smartsheet. Tap to open an email sent to your supported Microsoft email address. Select Add to Smartsheet in the upper-right corner of the Outlook window.NOTE: If you don’t see the Smartsheet for Outlook add-in, it may need to be installed.Smartsheet for Outlook on iOS and AndroidTo access the add-in from the Outlook application on iOS or Android: Add as new row—To add the email as a new row at the bottom of the sheet, select Add Row at the bottom of the add-in panel. You have the following options for adding the contents of your email to a sheet: Navigate through your Smartsheet Home directory below the search field in the add-in panel. Type the name of the sheet in the search field at the top of the add-in panel. In Outlook, use either of the following methods to locate and select the sheet to which you want to add the contents of the email: ![]() Open an email sent to the supported Microsoft account that Smartsheet for Outlook is connected to. The sheet will open in a new browser window.From Outlook, you can search through sheets accessible to your Smartsheet account and open them in a new browser window. You can click the name of the sheet at the top of the add-in panel to open it up and work on it in Smartsheet. If you don't wish to include them, de-select the checkboxes next to the attachment names. Any email attachments will also be uploaded to the row by default. Any finish date or duration value on sheets that have dependencies enabled. This will open the sheet in a new browser window.Smartsheet Data that Can't be Edited from OutlookCertain values can't be updated in your sheet from the Outlook Add-In and must be edited in your sheets directly: Select the sheet name at the top of the add-in panel. Download putty for mac windowsAny Contact list column which allows multiple contacts per cell.
0 Comments
Leave a Reply. |
AuthorRhonda ArchivesCategories |