Creating Requests In Outlook.pdf

Creating Requests in Outlook

The highlighted information on this page refers to functionality not yet generally available. (It is available only in the Preview Sandbox or Early Access environments.)

Overview This section describes how to view and create requests with the Workfront Outlook Add-In. • "Viewing the Request List" • "Creating a Request"

Viewing the Request List You can see the same request list in the Outlook Add-In that you can see when accessing Workfront on the web. 1. In the Outlook left-hand navigation, expand 'Workfront.' 2. Click 'Requests.'

https://attask-prod.mindtouch.us/The_Basics/Working_with_Workfront_from_Outlook/Creating_Requests_in_Outlook Updated: Fri, 15 Apr 2016 20:50:50 GMT Powered by

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Creating a Request You can create a Workfront request within Outlook in the following ways: • Creating a Request • Converting an Email

Creating a Request You can create a request from the Outlook Add-In, regardless of whether you are in the Workfront section or not. 1. Click 'New Request' in the ribbon. All custom forms that have been added to the request are available to use.

Converting an Email You can convert an email to a request and assign it to a specific queue and person. 1. Select the email that you want to convert into a request. 2. Do one of the following: ◦ Expand 'Workfront' in the left nav, then drag the email into the Requests folder. ◦ Right-click the email, then click 'Workfront' > 'Create Request From E-mail.' ◦ Click 'Workfront' in the ribbon, then click 'Create Request From Selected E-mail.' The email subject becomes the request name, the body is the description, and if there are attached documents, they are linked to the request.

https://attask-prod.mindtouch.us/The_Basics/Working_with_Workfront_from_Outlook/Creating_Requests_in_Outlook Updated: Fri, 15 Apr 2016 20:50:50 GMT Powered by

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