Outlook 365 Add-In

With Project Insight for Outlook, you can:

• Keep all your communications straight with outside parties and your internal team
• Create tasks directly from an email
• Create Issues directly from an email

Sign in using your existing PI workspace name to get started!

Find it on the Microsoft AppSource here: https://appsource.microsoft.com/en-us/product/office/WA200000163?src=office&tab=Overview

Install Outlook Add-in

1. Go to "Get Add-ins" in your Outlook email
2. Find Project Insight for Outlook and click "Add"

Set Up and Connect

1. Now you'll see the "Open PI" button at the top right of your Outlook window
2. Click the button to connect to your workspace
3. Enter the Device Activation code

Send and Save to PI!

1. Go to the email you want to work with and click "Open PI"
2. Choose what action you want to take
3. Each option let's you pick from the active projects that are assigned to you

Open the PI Add-In

The Project Insight Add-In will not always appear as "open" - you will need to open up the Add-In by following these steps:

Let's See it in Action

I (Bill) got an email from my stellar colleague that really needs to be made into a task on a current project

1. Choose the project
2. Choose the Task to precede
3. Assign the Task to resource
4. Assign the Work Hours

Note: include a copy of the attachments and/or the email as well

Find your new task in your PI Project!