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Enable ÃÛ¶¹ÊÓƵ Workfront for Outlook

Last update: Thu Aug 22 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

Before users can begin using ÃÛ¶¹ÊÓƵ Workfront for Outlook, you first need to enable it for your system.

For information about how to use Workfront for Outlook after it has been enabled, see ÃÛ¶¹ÊÓƵ Workfront for Outlook.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following to perform the steps in this article:

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ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license Plan
Access level configurations* You must be a Workfront administrator. For information on Workfront administrators, see Grant a user full administrative access.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Enable the Workfront Outlook add-in

  1. Log in to Workfront as the administrator.

  2. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  3. Expand System, then click Preferences.

  4. Ensure that Let people use Workfront’s mobile applications and the Workfront Outlook Add-In is selected.
    In addition to allowing the Workfront mobile applications to be used, this setting also allows the Workfront Outlook Add-In to be used.

    This option is enabled by default.

  5. Click Save.

Installing the Workfront Outlook add-in

For information about system requirements for using the Workfront add-in for Outlook, see System requirements in Set up ÃÛ¶¹ÊÓƵ Workfront for Outlook.

For information about how to install the Workfront Add-In for Outlook, see Installing the Add-in in Set up ÃÛ¶¹ÊÓƵ Workfront for Outlook.

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