BasicOps with Outlook Email

If you find yourself needing to create tasks out of emails, the BasicOps Office 365 integration can help with this.   Included in the Office 365 integration is the Outlook email add-in.   The Outlook email add-on is an easy to use tool for turning Outlook emails into tasks. You can assign the task to a team member, add it to a project, or give it a due date directly from Outlook mail.

This article will show you how to:

• Install the Office 365 add-in from Microsoft Marketplace
• Create tasks in BasicOps out of Outlook emails

Install the Office 365 add-in Microsoft Marketplace 

In Outlook, select an email you want to turn into a task. Click on the Apps icon in the upper right corner of the email.

Next, in the previously installed apps panel, click on Add apps. 

In the Search apps and more field, type in BasicOps and press return. The BasicOps app will be displayed in a card on the right hand side of your screen.

Click on the BasicOps card on the right hand side of the screen.

The BasicOps install window will display.  Click on the button to install the app.

• Install the Office 365 add-in Microsoft Marketplace 

button to install the app.

Create tasks in BasicOps out of Outlook emails

The BasicOps outlook app will appear in the right side panel.  You will be asked to log in to BasicOps and select a workspace.

Your email task will be loaded into the left hand side panel.  You may select a project, assignee, and due date, or change the task name or description before clicking Add Task.  

Your task will get added to your BasicOps webspace.  You can now log in to BasicOps and view your tasks.

From now on, when you click on the BasicOps icon from within an outlook email, the BasicOps Outlook add-in will launch and become available to create tasks from your selected emails.