With Project Insight for Outlook, you can:
- Create tasks and issues directly from an email
- Add email attachments to tasks and issues
- Store email attachments in your document repository
- Sign in to Outlook using your existing PI workspace name or create a FREE Project Insight workspace to get started.
Outlook Security Scopes Required
The Project Insight App in Outlook will require access to these Security Scopes in order to function
| Security Scope | Purpose |
|---|---|
| offline_access | To avoid requiring users to re-authenticate over long sessions |
| openid | Required for basic OpenID authentication |
| profile | Allows receiving metadata on the user's profile in the OpenID token |
| User.Read | Read basic information from the user's profile |
| Mail.Read | Allows for creating tasks in Project Insight from content of email messages |
| File.ReadWrite | Allows for email attachments to be added to tasks in Project Insight |
| Calendars.ReadWrite | Allows for creating calendar events from tasks in Project Insight |
| Calendars.ReadWrite.Shared | Allows for creating events on shared calendars from tasks in Project Insight |
** Customization of this add-on is an available option should your organization need reduced scope(s), or custom features.
Install Project Insight for Microsoft Outlook Add-On
- Navigate to the "Add-Ons" Page in Project Insight
- Navigate to "Get More Add-Ons and search for Outlook
- Click on the Add-On and click Install
Using The Add-On
Once the Add-On is installed, each user can “sign in” to Outlook by going into the Task that you’d like to send to Outlook. Click into the Task Details page and navigate down to the bottom tabs, where you’ll find “Outlook” is one of the new tab options.
After you've signed into Outlook, you will have the option to send this Task to Outlook as a meeting. All those assigned to the Task will be invited to the Outlook meeting (using their email address). Updating the Task’s date/time will update the Outlook meeting’s time/date as well.
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