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Planview Customer Success Center

Work with the Microsoft Outlook Add-In

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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:

  1. Click the tool selector  in the top navigation bar and select Account Administration.
  2. On the Overview tab, click Settings and select Third party software data access.

    settings_3rdPtySoftwaredUSE.png

  3. In the window that appears, find the Third party software data access section and click the toggle to the on position.

  4. Select the ProjectPlace add-on for Outlook option (if not already selected).
  5. Click Save.

    toggle3rdpty.png

Install the ProjectPlace Add-in for Outlook

Outlook Desktop

To install the ProjectPlace add-in for the Outlook desktop application:

  1. 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.)
  2. Search for ProjectPlace in the search box.
  3. Locate the ProjectPlace - Create cards from emails add in and click Add.

    outlook_addin2.png

  4. In the window that appears, click Continue to begin the installation.
  5. Once the installation is complete, the Add card to ProjectPlace icon appears in the Outlook ribbon.

outlook_app_toolbar2.png

Outlook Web

To install the ProjectPlace add-in for the Outlook web application:

  1. 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.)
  2. At the bottom of the new message, click the ellipsis and select the Get Add-ins menu option.

    get_addins4.png

  3. Search for ProjectPlace in the search box.
  4. Locate the ProjectPlace - Create cards from emails add in and click Add.
  5. The ProjectPlace icon appears in the header of the selected email message. 

Use the ProjectPlace Add-in for Outlook

  1. Select the email you want to create a card from.
  2. 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.
  3. 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.

      Attached is the documentFINAL.png

  4. A Create a card task pane will appear on the right side of the application window.
  5. The new card title is automatically populated with the email title. If desired, edit the card title by clicking on it.
  6. The body of the email is automatically populated in the description box. Click Expand Expand.png  to see the entire card description or Collapse to hide it. If desired, you can edit the card description by clicking on it.
  7. You can decide whether you want the attachment(s) to be added to the card by checking/unchecking the file(s).
  8. Click the down arrow and select the board to which you want to add the card.
  9. Click Associate to activity 9.png and associate the card with an activity.
  10. Click Add assignee and assign the card to a workspace member.
  11. 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.