Outlook app
The following article describes how the buildagil Outlook app can be installed and used to enable users 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:
Install Outlook app
Outlook app for the entire organization
Registration for first use
Overview Outlook App
Filing mails and attachments
To install the buildagil Outlook app, it must first be downloaded. Select the following link: Download buildagil Outlook App
The app can then be added via the following link: Add Outlook Add-In.
Under My Add-Ins click on Add Custom Add-In / Add from File... and select the buildagil Outlook App.
Click on Install.
The buildagil Outlook app now appears in Outlook.
The buildagil Outlook app can be activated organization-wide. When activated in this way, the app 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 Microsoft Admin Center.
As a first step, download the Outlook app via the following link: Download buildagil Outlook App
Then click on Upload custom apps in the Admin Center under Settings / Integrated apps.
Then select Office-Add-In and under "Upload manifest file (.xml) from device" click on Select file and select the buildagil Outlook App.
In the next window, select Total organization and click Next.
Alternatively, it is possible to selectively enable the Outlook app for certain users or groups only. In this case, the app 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:
Install Outlook app
Outlook app for the entire organization
Registration for first use
Overview Outlook App
Filing mails and attachments
Install Outlook App
To install the buildagil Outlook app, it must first be downloaded. Select the following link: Download buildagil Outlook App
The app can then be added via the following link: Add Outlook Add-In.
Under My Add-Ins click on Add Custom Add-In / Add from File... and select the buildagil Outlook App.
Click on Install.
The buildagil Outlook app now appears in Outlook.
Share the Outlook app with the entire organization
The buildagil Outlook app can be activated organization-wide. When activated in this way, the app 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 Microsoft Admin Center.
As a first step, download the Outlook app via the following link: Download buildagil Outlook App
Then click on Upload custom apps in the Admin Center under Settings / Integrated apps.
Then select Office-Add-In and under "Upload manifest file (.xml) from device" click on Select file and select the buildagil Outlook App.
In the next window, select Total organization and click Next.
Alternatively, it is possible to selectively enable the Outlook app for certain users or groups only. In this case, the app 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: 09/12/2024