Creating a Workfront Request from an Outlook Email

You can create a 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.

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 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, 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 2018-07-26 01:14:33 UTC