Getting Started - Outlook for Microsoft 365

You should log in in the app with your account and after this you will be presented with the “Linked Pane” of the app.

You will have different drop-down tabs: Tasks, Emails, Checklists, Bookmarks, Contacts, Channels and Documents.

After you click in the “+” icon (to create an activity/task) or in “Send/Link to activity”, the tasks that are created or linked will appear in the “Tasks” tab, the assignees of this tasks will be in the “Contacts” tab and the attachment files will be in the “Documents” tab.

On Outlook, you also have the “Convert to activity” button, that will convert the email that you have selected into a task in the project management platform you choose.

This is the Checklists pane. Here, you can create checklists and add items to them. Apart from this, you can create templates with items, so when you add a template to a certain checklist, the items you assigned to the template are all added to the checklist you would like.

This is the Timers pane. Here you can start a timer with the activity you are working on at the moment and post a time entry with this timer in your company’s provider.

When a timer is started, there will be a timer counter presented in the AHAU 260 blue bar at the top, next to the “Refresh” button. You can start and stop a timer for the same task many times and all the entries will be saved.

There is also a Favourites tab, where you will have access to all the tasks that you mark as favourite in the Linked Pane.

Click on “Convert to Activity” button to display more options to manage your project/tasks.
You can read more about them on the following links.

Convert to Activity

Send to Activity

Link to Activity

Find Activity/Task