Creating a Workfront Request from an Email in Outlook 365

The functionality described in this section is available when using the Workfront Add-In in Outlook 365 on the web, as well as when using the Windows and Mac desktop versions of Outlook included with the Office 365 subscription. For more information, see "Setting Up the Workfront Add-In for Oultook."

You can create a Workfront request based on an email within 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.

To create a Workfront Request within 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.
  3. Click the Menu icon 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 "Creating Requests in the Workfront Web App" in "Creating Workfront Requests.")
    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 365, 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. 
This article last updated on 2018-01-26 18:52:18 UTC