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Working with the Projectplace Add-in in Microsoft Outlook

Use the Projectplace app in Outlook to create cards from an email conversation. When team members not on Projectplace work with team members who are, much of the communication happens through an email making it more difficult for Projectplace workspace members to collaborate. The Outlook Projectplace app converts an email conversation into a Projectplace card, providing a simple integration into Projectplace.

Installing the Projectplace app in Outlook

The Projectplace add-in is currently a public beta version. The add-in has to be manually installed.

To install the Projectplace app in the Outlook desktop application:
  1. Open outlook and click on the Store icon to open the Add-Ins for Outlook page.
  2. From the top of the page, click on the link Click here to add a custom add-in and select Add from URL...
  3. Copy this URL: https://service.projectplace.com/cli...k/manifest.xml and paste it in the input box. Click OK to finish.
  4. Once the installation is complete, the Add card to Projectplace icon appears in the Outlook ribbon.

To install the Projectplace app in the Outlook web application:
  1. In the Outlook web app, click Settings and select Manage add-ins.
  2. From the top of the page, click on the link Click here to add a custom add-in and select Add from URL...
  3. Copy this URL: https://service.projectplace.com/cli...k/manifest.xml and paste it in the input box. Click ok to finish.
  4. The Projectplace icon appears in the header of the selected email message.

 

Using the Projectplace app in Outlook

  1. Find and select the desired email.
  2. Launch the Projectplace app by clicking the Projectplace app icon located in one of two locations depending on the application type you are using:
    • Desktop application - Find the Projectplace app icon on the right side of the Outlook ribbon.
    • Web application - Find the Projectplace app icon in the header of the selected email.
  3. Opening the app for the first time requires the Projectplace member to log on. Enter the log on credentials and click Log in to get started.
  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. Edit the card title by clicking on it.
  6. 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. Edit the card description by clicking on it.
  7. It is required to add the new card to an existing workspace board. Select from one of the available board options by clicking the Select board to add a new card drop-down menu.
  8. To associate the card with an activity, click Associate to activity.
  9. To assign the card to a project member, click Assign person.
  10. Once the card is created, click Create card. The new card can now be viewed in Projectplace and performs the same way with the same feature set as other Projectplace cards. You can create new cards from the same or different email conversations.