How to Connect Microsoft Outlook to Project Insight

Use the Project Insight add-in to create tasks, issues, actions, decisions, and meeting minutes from Outlook emails. You can also save an email and its attachments directly to a project.

Already using Project Insight in Outlook?

1. Open an email in Outlook. On the Home ribbon, select Open PI®. Depending on your Outlook layout, you may find Project Insight in the message toolbar or the apps menu.
2. If prompted, enter your Project Insight workspace prefix and sign in using your usual method.
3. If you tried to create or save an item during the outage, check the destination project in Project Insight before trying again to avoid creating a duplicate.

If the add-in is missing, follow the installation steps below.

Install the Outlook add-in

1. In Outlook, go to the Home ribbon and select More apps, then Add Apps. Depending on your Outlook version, the menu may be labeled Apps or All Apps, or you may see Get Add-ins.

   

2. In the Apps pane, use the search field on the left to search for Project Insight. Select Project Insight for Outlook, published by Project Insight, then select Add.

   

3. Return to your inbox and open an email. Select Open PI® on the Home ribbon to open the add-in.

   

Sign in to your workspace

1. Enter your Project Insight workspace prefix. For example, if your workspace address were your-company.projectinsight.net, you would enter your-company.
2. Sign in with your Project Insight account or Microsoft single sign-on, depending on how your workspace is configured.

If you see an admin approval prompt, contact your Microsoft 365 administrator and share the Project Insight Microsoft 365 Outlook App guide, which lists the permissions the add-in requires.

Use Project Insight from an Outlook email

Open the email you want to work with, select Open PI®, and choose an option from the Project Insight menu.

• Create Task creates a task from the email. Choose a project, set a due date, and assign the task.
• Create Issue logs the email content as an issue in Project Insight.
• Create Action records a follow-up action from the email.
• Create Decision records a decision documented in the email.
• Create Meeting Minutes creates a meeting minutes record from the email.
• Save Email to PI saves the selected message and its attachments to a project. To save multiple messages from a conversation, select and save each message individually.
• Go to PI opens your Project Insight workspace.
• Disconnect from PI disconnects the Outlook add-in from your Project Insight workspace.

After creating an item or saving an email, open the destination project in Project Insight to confirm it appears there.

Troubleshooting

• The add-in is missing. Open the apps menu in Outlook and check whether Project Insight is installed. If you can’t access the add-in store or Outlook blocks installation, contact your Microsoft 365 administrator.
• Sign-in fails. Check your workspace prefix against the address you normally use to open Project Insight. If you see an admin approval prompt, contact your Microsoft 365 administrator.
• An attachment is missing. Check that the file is attached to the specific message you selected and that Project Insight supports the file type.

Watch the walkthrough