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. Select Add to Smartsheet in the upper.The Smartsheet for Outlook add-in works with Outlook when used in conjunction with a supported Microsoft account.Make sure you're running the latest version of Outlook it provides the needed browser support.Microsoft Exchange on-premises (locally hosted) systems aren’t supported.Delegate access Outlook accounts are not supported.In the Outlook for iOS or Outlook for Android app, select Settings > Add-ins.Instructions on installing add-ins can also be found on the Microsoft support page on Outlook for Mobile devices. (This should be the email address that you’re using with Outlook.)To install the Smartsheet for Outlook add-in from an iOS or Android device: When prompted, sign in with your supported Microsoft account. In the Office Store, navigate to the Smartsheet for Outlook add-in and click the Add button.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. Navigate to Outlook on the Web ( ) and open an email message sent to your supported Microsoft email address.Access Smartsheet for Outlook from Multiple Versions of OutlookOnce you’ve installed the add-in, it will be available from any version of Outlook that you use with your supported Microsoft account email 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.
Contact Cards For Outlook 2013 Install The AddSelect 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. Smartsheet for Outlook 2013 or Newer (Outlook 2016 on Mac)To access the add-in from the Outlook desktop application: To 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: Select the Smartsheet icon in the Outlook window. The sheet will open in a new browser tab.To add email information to a sheet in Smartsheet: 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. You have the following options for adding the contents of your email to a sheet: 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: By default, a new comment will be added to the row, using the message body of the email as the comment. 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. If you don't wish to include them, de-select the checkboxes next to the attachment names. 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. Use ntfs for mac paragonIn 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. Any Contact list column which allows multiple contacts per cell. 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:
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