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How you add email messages to sheets with the Smartsheet for Outlook add-in depends on the version of Outlook you’re using. Once 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.
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Access Smartsheet for Outlook from Multiple Versions of Outlook Open sheets from Outlook to immediately see your sheet data in Smartsheet.
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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.Īdd email messages to new or existing rows in your sheet as you track work, all without leaving your Outlook inbox.
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You’re done! After you’ve installed and connected it, the Smartsheet for Outlook add-in will display the Home directory from your Smartsheet account. In the window that appears, log in to your Smartsheet account and click Allow.In the add-in panel on the right of the Outlook window, select Connect to Smartsheet.
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In the Outlook for iOS or Outlook for Android app, select Settings > Add-ins.To install the Smartsheet for Outlook add-in from an iOS or Android device: (This should be the email address that you’re using with Outlook.) 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.To install the Smartsheet for Outlook add-in from a computer: After installing it once, it will also be made available on any other device that you're signed in to. NOTE: You'll only need to install the add-in from one device. 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. To use the add-in, you'll first need to install it from the Microsoft Office Store ( ) and connect it to your Smartsheet account. You may encounter errors when using this type of account with the Outlook Add-in for Smartsheet. Microsoft Exchange on-premises (locally hosted) systems aren’t supported.ĭelegate access Outlook accounts are not supported. Make sure you're running the latest version of Outlook it provides the needed browser support. The Smartsheet for Outlook add-in works with Outlook when used in conjunction with a supported Microsoft account. Add email messages and their attachments to rows or discussions in your sheet for all collaborators to see and act on.Īfter Augyou will no longer be able to access Smartsheet or Smartsheet for Gov using Microsoft Internet Explorer 11 web browser. If you are using a POP3 or IMAP server, you will be unable to use any Add-ins.The Smartsheet for Outlook add-in (formerly called the Smartsheet App for Outlook) allows you to create and edit Smartsheet tasks and collaborate on them in real-time, all without leaving your Outlook inbox. *Microsoft has limited Add-ins in Office 365 to only work with and Microsoft Exchange email servers. The Outlook Extension will work for users of: