Add email messages and their attachments to rows or discussions in your sheet. For example, contacts are in the navigation pane on the People tab, email messages are in the navigation pane on the Mail tab, calendar items are in the navigation pane on the. Imported items appear on the navigation panes (Mail, Calendar, People, Tasks, Notes) under On My Computer. Olm file on your Mac, and then choose Import.
Import Calendar Items Into Outlook 2016 Install The SmartsheetIn the Office Store, navigate to the Smartsheet for Outlook add-in and click the Add button. Install the Add-In from a ComputerTo install the Smartsheet for Outlook add-in from a computer: After installing it once, it will also be made available on any other device that you're signed in to. Once the add-in has been installed (either by you or an Admin on your Microsoft account), you’ll want to connect your Outlook account with your Smartsheet account.NOTE: You'll only need to install the add-in from one device. You may encounter errors when using this type of account with the Outlook Add-in for Smartsheet.To use the add-in, you'll first need to install it from the Microsoft Office Store ( ) and connect it to your Smartsheet account.![]() ![]() Open sheets from Outlook to immediately see your sheet data in Smartsheet. The add-in will also be immediately available for you on any other compatible version of Outlook that you’re signed in to with your supported Microsoft account.Add email messages to new or existing rows in your sheet as you track work, all without leaving your Outlook inbox. In the window that appears, log in to your Smartsheet account and click Allow.You’re done! After you’ve installed and connected it, the Smartsheet for Outlook add-in will display the Home directory from your Smartsheet account. In the add-in panel on the right of the Outlook window, select Connect to Smartsheet. In the add in panel, select Install to provide permission to connect to your Smartsheet account. Click the Smartsheet logo in the upper-right corner of the email message to open the Smartsheet add-in panel.NOTE: If you don’t see the Smartsheet logo in the upper-right corner of the email, make sure to open an email sent to your supported Microsoft email address.The add-in panel appears on the right of the Outlook window, requesting permission to install Smartsheet for Outlook. Avast security for mac safeTo display the Smartsheet panel in Outlook, select the Smartsheet logo in the upper-right corner of the email.Depending on the number of add-ins you have, you may need to select the Add-ins caret in the email next to your other add-ins, then select Smartsheet.NOTE: If you don’t see the Smartsheet for Outlook add-in, it may need to be installed. Open an email message sent to your supported Microsoft email address. Smartsheet for Outlook on the WebTo access Smartsheet for Outlook on the Web: How you add email messages to sheets with the Smartsheet for Outlook add-in depends on the version of Outlook you’re using. If you don’t see the Smartsheet for Outlook add-in, it may need to be installed.Add emails and their attachments to new or existing rows in Smartsheet:By default, a new comment will be added to the row, using the message body of the email as the comment.TIP: You can click the name of the sheet at the top of the add-in panel to open it up and work on it in Smartsheet. Tap the Add-In icon , then tap Add to Smartsheet. Tap to open an email sent to your supported Microsoft email address. Select Add to Smartsheet in the upper-right corner of the Outlook window.NOTE: If you don’t see the Smartsheet for Outlook add-in, it may need to be installed.Smartsheet for Outlook on iOS and AndroidTo access the add-in from the Outlook application on iOS or Android: Open an email sent to your supported Microsoft email address. Navigate through your Smartsheet Home directory below the search field in the add-in panel. Type the name of the sheet in the search field at the top of the add-in panel. In Outlook, use either of the following methods to locate and select the sheet to which you want to add the contents of the email: This varies depending on the version of Outlook you’re using. Select the Smartsheet icon in the Outlook window. You can select Show More to review the other columns in the sheet and edit them as needed. The changes will be applied to the sheet in Smartsheet immediately.Keep the following in mind as you add email information to sheets: Click Save on the bottom-right when finished. If you're adding a new row, the Primary Column will be populated with the subject of the email. Add to existing row—To add the email to an existing row in the sheet, select the row in the add-in panel.The app updates to show you any existing data in the row's Primary Column. Add as new row—To add the email as a new row at the bottom of the sheet, select Add Row at the bottom of the add-in panel. Any email attachments will also be uploaded to the row by default. If you'd like to have the email displayed in a column, rather than a comment, copy it out of the comment field and paste it into the appropriate field, then erase the information from the comment. You can modify the comment however you see fit. In Outlook, use either of the following methods to locate and select the sheet you want to open:Once you select the sheet you want, you’ll see the Primary column data of that sheet. Open an email sent to the supported Microsoft account that Smartsheet for Outlook is connected to. The sheet will open in a new browser window.From Outlook, you can search through sheets accessible to your Smartsheet account and open them in a new browser window. You can click the name of the sheet at the top of the add-in panel to open it up and work on it in Smartsheet. Note that you can change the start date and duration values to influence the end date. (See Enabling Dependencies and Using Predecessors for more information on the dependencies functionality.) Any finish date or duration value on sheets that have dependencies enabled. This will open the sheet in a new browser window.Smartsheet Data that Can't be Edited from OutlookCertain values can't be updated in your sheet from the Outlook Add-In and must be edited in your sheets directly:
0 Comments
Leave a Reply. |
AuthorDonnie ArchivesCategories |