If you find yourself consistently creating tasks out of emails, the BasicOps Office 365 integration can help with this. Included in the Office 365 integration is the Outlook email add-on. The Outlook email add-on is an easy 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-on
- Create tasks in BasicOps out of Outlook emails
Install the Office 365 add-on
Note: You need to have Administrator Privileges to perform the following next steps.
Go to the BasicOps Admin Settings by clicking Admin in the lower left hand panel.
In the integrations tab, click the Add button in the Office 365 tile.
You will see a list of steps that you will need to do from within the Office 365 app. In step 5, make sure you copy the URL by clicking on Copy link.
First you will need to enter your Outlook email app and click on the 3-dots (More actions) next to any email.
You will see a pulldown menu with the option Get Add-ins. Click on Get Add-ins.
You will next go to Add-ins for Outlook screen.
From this screen, select My Add-ins.
Scroll to the bottom of the My Add-ins screen and click on Add a Custom Add-in.
Enter the URL supplied by BasicOps earlier and click OK.
The BasicOps icon will now appear in the 3 dots pull down menu to the right-hand side of your email. Click on the icon.
Create tasks in BasicOps out of Outlook emails
Once you’ve clicked on the BasicOps icon in the right-hand drop down menu, you will be able to add tasks created from emails.
The BasicOps Outlook Add-in will launch in the sidebar. You will be required to sign in to your BasicOps account.
Finally, you will be required to select the Project, Assignee, and Due Date of your new task. Click on Add task and your task will be added to BasicOps.
From now on, when you choose the 3 dots (More actions) menu from within outlook, the BasicOps Outlook add-in will always be available to create tasks from your selected emails.