04 Sep
One of the biggest challenges professionals face is managing their overflowing inboxes. With countless emails arriving daily, it’s easy to get overwhelmed and lose track of important tasks assigned through emails. Constantly juggling between email and task management tools also wastes time.
If you’re an existing zipBoard user or a potential user who uses Microsoft Outlook for emails, we have good news! We recently shipped the zipBoard Outlook plugin that seamlessly integrates with the Microsoft Outlook web app, allowing you to effortlessly add new tasks to your zipBoard projects, right from an email.
This add-in will help you save time, reduce friction, and stay organized. You can now focus on what truly matters.
How the zipBoard Outlook Plugin Works
Getting started with the zipBoard Outlook plugin is incredibly simple. With just a few clicks, you can transform your inbox into a task management powerhouse. For a detailed step-by-step guide, please refer to our help article.
But here’s a quick overview:
- Visit the Microsoft Outlook web app
- Select and open any email in your inbox.
- Within the email window, click on the ‘Apps’ icon or menu to access the add-ins.
- In the Marketplace, search for “zipBoard Add-in for Outlook”. Alternatively, browse the available integrations and add-ons category to find it.
- Once you locate the plugin, click ‘Add’ to install it.
- Follow the log in prompt to access the task manager
- Enter your task details and create a new task.
Key Features
The zipBoard Outlook plugin offers a range of features to streamline your workflow:
Direct Task Creation
Effortlessly convert important emails into actionable tasks with just a few clicks.
Customizable Tasks
Tailor your tasks to fit your needs by specifying the project, title, priority, type, and description.
Instant Access
Quickly view the created task in zipBoard by clicking the provided link, ensuring seamless task and project management. The link not only gives you access to view the created task in zipBoard. You can also assign it to relevant stakeholders, and add due dates, phases, and more!
These features combined make the zipBoard Outlook plugin an indispensable tool for anyone looking to boost productivity and stay organized.
Benefits of Using the zipBoard Outlook Plugin
The Outlook to zipBoard integration allows you to:
- Save Time: Reduce the time spent switching between email and task management tools.
- Improve Organization: Centralize your tasks in zipBoard for better visibility and control.
- Enhance Focus: Avoid distractions by quickly converting emails into tasks and moving on to the next step – without leaving your inbox.
- Increase Productivity: Streamline your workflow and accomplish more in less time.
- Better Collaboration: Easily assign tasks to team members within zipBoard for efficient task management.
Use Cases
The Outlook to zipBoard plugin is designed to cater to a wide range of users across industries, including AEC, learning design, web design, and more. Some common use cases include:
- Project Managers can efficiently convert client requests into actionable tasks, ensuring no detail is overlooked. They can also easily assign tasks to team members and track progress without switching apps.
- Team Leaders can quickly delegate tasks based on email discussions, improving team coordination and productivity.
- Individual Users can simplify personal task management by converting emails into to-do lists in zipBoard. This will help you stay organized and focused on achieving personal project goals.
These are just a few examples of how the zipBoard Outlook plugin can enhance productivity and streamline workflows.
This plugin is so easy to set up and use – even for non-technical stakeholders. Give it a try today.
Create a zipBoard Task from Your Outlook Inbox Today
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