![]() The app updates to show you any existing data in the row's Primary Column. Add to existing row-To add the email to an existing row in the sheet, select the row in the add-in panel. ![]() Add as new row-To add the email as a new row at the bottom of the sheet, select Add New Row at the bottom of the add-in panel.You have the following options for adding the contents of your email to a sheet:.Navigate through your Smartsheet Home directory below the search field in the add-in panel.Type the name of the sheet in the search field at the top of the add-in panel.In Outlook, use either of the following methods to locate and select the sheet to which you want to add the contents of the email:.This varies depending on the version of Outlook you’re using. Select the Smartsheet icon in the Outlook window.To add email information to a sheet in Smartsheet: The sheet will open in a new browser tab. You can click the name of the sheet at the top of the add-in panel to open it up and work on it in Smartsheet. If you don’t see the Smartsheet for Outlook add-in, it may need to be installed.Īdd emails and their attachments to new or existing rows in Smartsheet:īy default, a new comment is added to the row, using the message body of the email as the comment.Choose the Add-In icon, then tap Add to Smartsheet.Select to open an email sent to your supported Microsoft email address.Smartsheet for Outlook on iOS and Android Select Add to Smartsheet in the upper-right corner of the Outlook window. Open an email sent to your supported Microsoft email address.To access the add-in from the Outlook desktop application: Smartsheet for Outlook 2013 or newer (Outlook 2016 on Mac) If you don’t see the Smartsheet for Outlook add-in, it may need to be installed. To display the Smartsheet panel in Outlook, select the Smartsheet logo in the upper-right corner of the email.ĭepending on the number of add-ins you have, you may need to select the Add-ins caret in the email next to your other add-ins, then select Smartsheet.Open an email message sent to your supported Microsoft email address.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 becomes available from any version of Outlook that you use with your supported Microsoft account email account. Access Smartsheet for Outlook from multiple versions of Outlook ![]() Open sheets from Outlook to see your sheet data in Smartsheet. The add-in is immediately available for you on any other compatible version of Outlook that you have access 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.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |