Outlook app
The following article describes how the buildagil add-in can be added and used in Outlook to create the possibility to reply to comments / conversations, create tasks, upload documents, search project content and open the project overview directly in Outlook.
Systemanforderungen: System requirements Outlook app
Directly to the following sections:
Add Outlook Add-In
Outlook add-in for the entire organization
Registration for first use
Overview Outlook App
Filing mails and attachments
Outlook Desktop:
Under File / Information click on Manage add-ins.
Outlook for Mac:
In Outlook for Mac, buildagil can be added via Get add-ins.
Installation:
A pop-up will now open in Outlook Online.
To install the buildagil Outlook add-in, it must first be downloaded. Select the following link:
Https://downloads.buildagil.com/apps/outlook
Then click on Add custom add-in / Add from file... in Outlook under My add-ins and select the buildagil Outlook app.
Click on Install.
The "buildagil Add-In" now appears in Outlook
The Outlook add-in can be activated organization-wide. When activated in this way, the add-in automatically appears in the Outlook applications of all collaborators and is available.
Administrators with the appropriate rights for the organization can carry out the activation in the Microsoft Admin Center.
Https://admin.microsoft.com
To do this, click on Upload custom apps in the Admin Center under Settings / Integrated apps.
Then select Office-Add-In and click on Select file under "Upload manifest file (.xml) from device".
Download the following file, select it and click Next:
Https://downloads.buildagil.com/apps/outlook
In the next window, select Total organization and click Next.
Alternatively, it is possible to selectively enable the Outlook add-in for certain users or groups only. In this case, the add-in is only made available to the selected users or groups within the organization.
Check authorization requirements and click Next.
Check and click on Complete provision.
The first time you use the Outlook app, you must log in.
The following article describes how you can register with buildagil: Registration / Login
Project start page with overview of tasks and appointments
List of all personal tasks
Projects and favorites
Create new elements
Cross-project search
Messages / Notifications
Personal settings
Mails and attachments can be dragged and dropped directly to the desired location with the Outlook app.
When a project is opened, mails and attachments can be saved directly to the document storage.
If a favorite is set to a folder, mails and attachments can be dragged and dropped directly into the favorites folder.
It is also possible to attach mails and attachments directly to a comment or a description of a task.
Systemanforderungen: System requirements Outlook app
Directly to the following sections:
Add Outlook Add-In
Outlook add-in for the entire organization
Registration for first use
Overview Outlook App
Filing mails and attachments
Add Outlook Add-In
Outlook Desktop:
Under File / Information click on Manage add-ins.
Outlook for Mac:
In Outlook for Mac, buildagil can be added via Get add-ins.
Installation:
A pop-up will now open in Outlook Online.
To install the buildagil Outlook add-in, it must first be downloaded. Select the following link:
Https://downloads.buildagil.com/apps/outlook
Then click on Add custom add-in / Add from file... in Outlook under My add-ins and select the buildagil Outlook app.
Click on Install.
The "buildagil Add-In" now appears in Outlook
Outlook add-in for the entire organization
The Outlook add-in can be activated organization-wide. When activated in this way, the add-in automatically appears in the Outlook applications of all collaborators and is available.
Administrators with the appropriate rights for the organization can carry out the activation in the Microsoft Admin Center.
Https://admin.microsoft.com
To do this, click on Upload custom apps in the Admin Center under Settings / Integrated apps.
Then select Office-Add-In and click on Select file under "Upload manifest file (.xml) from device".
Download the following file, select it and click Next:
Https://downloads.buildagil.com/apps/outlook
In the next window, select Total organization and click Next.
Alternatively, it is possible to selectively enable the Outlook add-in for certain users or groups only. In this case, the add-in is only made available to the selected users or groups within the organization.
Check authorization requirements and click Next.
Check and click on Complete provision.
Registration for first use
The first time you use the Outlook app, you must log in.
The following article describes how you can register with buildagil: Registration / Login
Overview Outlook App
Project start page with overview of tasks and appointments
List of all personal tasks
Projects and favorites
Create new elements
Cross-project search
Messages / Notifications
Personal settings
File mails and attachments
Mails and attachments can be dragged and dropped directly to the desired location with the Outlook app.
When a project is opened, mails and attachments can be saved directly to the document storage.
If a favorite is set to a folder, mails and attachments can be dragged and dropped directly into the favorites folder.
It is also possible to attach mails and attachments directly to a comment or a description of a task.
Updated on: 15/11/2024