ÃÛ¶¹ÊÓƵ

DocumentationWorkfrontWorkfront Guide

Create an ÃÛ¶¹ÊÓƵ Workfront request from an Outlook email

Last update: Fri Feb 17 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can create a ÃÛ¶¹ÊÓƵ Workfront request from an email in Outlook.

When you create a Workfront request based on an email, the content of the email (including the subject and body) are included in the request by default.

NOTE
You can not create a Workfront request from a shared Outlook mailbox.

Access requirements

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

ÃÛ¶¹ÊÓƵ Workfront plan*
Any
ÃÛ¶¹ÊÓƵ Workfront license*
Work, Plan

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

Prerequisites

Your Workfront administrator must enable Outlook for Office with Workfront before you can use this integration.

Create a request from an Outlook email

To create a Workfront Request from Outlook:

  1. Select the email that contains the information you want to include in a Workfront request.

  2. Click the Workfront icon in the upper-right corner of the email message to display the Workfront add-in.
    You might need to click the down-pointing arrow in the upper right of your email to access the Workfront icon.

  3. Click the Menu icon o365_addin_menu2_icon.png to display the list of available Workfront options.

  4. Click Submit Request.

  5. In the Select a Request Type field, select the request queue where you want to submit the request.

  6. Specify the following information:
    Depending on how the request queue was set up, available fields might vary. For a complete list and description of possible fields, see Create and submit ÃÛ¶¹ÊÓƵ Workfront requests article.

    • Subject: Specify a subject for the request. By default, the email subject is used.

    • Description: Specify a description for the request. By default, the email body is used.

    • Documents: Attach any documents that you want to include in the request. You can attach documents via drag and drop, or by clicking Select File and browsing to and selecting the document.\

      By default, any documents attached to the email are included in the request.

  7. Click Submit Request.
    The Request is submitted to Workfront, in the specified request queue.

  8. (Optional) Navigate back to Outlook, and select the original email.
    At the top of the Workfront add-in panel, notice the confirmation with a link that the email was added to Workfront as a request. The link includes the date on which it was converted.\

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43