Project Insight for Microsoft Outlook Add-On

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

** 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

1. Navigate to the "Add-Ons" Page in Project Insight
2. Navigate to "Get More Add-Ons and search for Outlook
3. 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.