Better Work Tracking
Unlike traditional email requests, Workfront with Outlook integration ensures that your request is tracked every step of the way, from submission to completion.
Toggling is a thing of the past, as Workfront request management, document sharing, and team collaboration fit squarely into your Outlook sidebar.
Outlook integration packs in all the automated, social media-inspired team communication features Workfront is known for.
Powerful work management in Outlook
Why toggle back and forth from Outlook to your project management software when they can blend seamlessly together? The Workfront Outlook integration gives you direct access to your Workfront folder at all times from the left sidebar in Outlook. This means you can request and receive work requests, track your work and log hours, easily transfer task or issue related emails into Workfront as updates, views tasks and issues assigned to you with due dates directly in your Outlook calendar and collaborate with your team in Workfront.
Drag-and-drop request management
When your Outlook is integrated with Workfront, work requests arrive right in your Outlook inbox, but the best part is how easy it is to accept the request and start working on it. To do this, you need only drag and drop the request email from your inbox into your ‘Working On’ folder. This automatically adds it to your ‘Working On’ list in Workfront, including any attachments to the request email.
Work requests in one place
Your Working On folder in Outlook is synced with the same list in Workfront. In other words, it contains all the work requests you’ve accepted via email or Workfront all in one place. From here, you can see which you’ve accepted and which need to be prioritized. You can assign a request to a team member, choose a deadline for it, or drag it up or down the list to determine its priority, so you don’t have to worry about losing it among all your other requests or getting in the way of more important tasks. All of this happens in Outlook, so you never have to go back and forth from your email to Workfront.
One-click request submission
Click the ‘New Request’ button in your Outlook ribbon, and you’re given a variety of request types to choose from. Then, just like within Workfront, you’re invited to enter more detail on what you need done, when you need it by, and who should work on it. Using our intelligent skip-and-display logic, you can customize the request form to serve up custom fields based on selections made on specific questions. This ensures that the right information is provided to the team working on your request. Click the ‘Send & Request’ button in your ribbon to send your request out. Best of all, unlike email alone, this guarantees that your request will be tracked via Workfront, eliminating the need to send an extra, “way-too-easy-to-lose” email.
Document sharing in outlook
Workfront integration with Outlook turns your email into a single location for sharing and communicating about work-related documents. If you want to show a document to your stakeholders and get their feedback, you can share that document from Outlook. But instead of attaching your document to an email and waiting to receive their feedback in several different versions of the document, all versions and stakeholder comments are stored in Workfront and linked to the task in Outlook. This eliminates the waste of time that comes from excessive emails and stress of managing multiple versions of documents.
Automated team communication
When you integrate Outlook with Workfront, you get all of the collaboration features that make Workfront so efficient. Need to log the hours you’ve spent coding out a widget? Or post an update on those big fixes you’ve been tasked with? Or let everyone know the status of a key software system deployment? Need to transfer and update information, such as documents or tag specific stakeholders, into a task in Workfront? You can do it right in Outlook via Workfront integration. And everyone is notified automatically, eliminating the need for extra meetings, phone calls, or emails.