Smartsheet for Outlook
The Smartsheet for Outlook app allows you to better track, organize, and manage your work without leaving your Outlook inbox; simply transfer information from email to your Smartsheet with a few easy clicks.
Our beta version, released this past spring, was named the “Best Microsoft Office 365” app for its productivity capabilities, and received exceedingly positive feedback from customers. At Microsoft Connect(); // 2015, held in New York City, we announced the general availability of Smartsheet for Outlook to support the release of the Microsoft Graph API.
With the Smartsheet app for Outlook, you can create or edit Smartsheet tasks and rows, collaborate on them in real time, and keep track of progress without leaving Outlook. Let’s say a project update is emailed to you. You can simply save important details and attachments from that email to your Smartsheet from within Outlook itself. This way, pertinent info is stored in the context of the task or project it is related to, as opposed to being forgotten or buried in your inbox. It instead becomes instantly actionable and ready to be shared with those who need it most.
Other handy features of the Smartsheet app integration that enhance your workflow directly from Outlook include:
- Search for relevant sheets to add to or update
- Save email subjects directly as a new task, or update existing tasks
- Add text of an email to a sheet discussion
- Automatically save emailed attachments to a task row
- Add and edit granular task details, like status, due date, budgets, and actuals
Immediate time savings with accuracy
We used the tools with which you’re already familiar to make you even more productive. The ability to do all of these tasks without ever leaving Outlook means peace of mind that your information stays accurate with complete visibility and accountability across the enterprise. Our integration allows for heightened productivity and increased speed of your tasks, as well as live updates for the entire team to see. Most importantly, it helps you and your team do your very best work.
But don’t take our word for it — millions across more than 70,000 companies, including construction, government agencies, boutique shops, and Fortune 500 companies use Smartsheet to improve the way they work.
The future of productivity
Our Microsoft integrations don’t stop there. Microsoft’s release of the Graph API drastically simplifies the developer experience for ISVs like Smartsheet. Graph uses machine learning to map the content and people you interact with daily, and Smartsheet is excited to be one of the very first to integrate with the API. We want to change how you manage work, to enable you to become even more productive and efficient with the tools you use today. Learn more about adding Smartsheet for Outlook or request a Smartsheet for Outlook Trial or Consultation. We’d love to hear from you!