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Setting Up the Workfront Outlook Add-in

NOTE The information on this page refers to the locally installed, Microsoft Office Outlook application. We are in the process of deprecating this functionality, and we recommend that you use the Outlook 365 Add-In instead. For information about how to use the Workfront Add-In for Outlook 365, see "Using Workfront with Outlook 365."

You can download the Workfront Outlook Add-In here.

The Workfront Outlook Add-in gives you access to the following key Workfront features, directly from your Outlook client:

  • Give status updates
    For information about how to update statuses for requests, see "Updating Request Statuses within Outlook."
  • Reply to comments
    Users can reply to comments via the Workfront Outlook Add-in. Users can navigate to the comment via the Workfront option in the Outlook left-hand navigation.  
    To allow users to comment on items in Workfront by replying to the email notification, you need to set up the POP account information for Workfront message routing, as described in "Allowing Users to Reply to Email Notifications."
  • Add new tasks and issues to projects
    You can create tasks and issues from scratch, or you can create them from existing emails (using drag-and-drop functionality). 
    For more information about how to add tasks and issues to projects via the Workfront Outlook Add-in, see "Adding Tasks and Issues to Projects within Outlook." 

The following sections describe how to set up and configure the Workfront Outlook Add-in:

System Requirements And Prerequisites

The Workfront Outlook Add-in is compatible with the following environments:

Outlook Requirements

Outlook 2013, and 2016

Operating System Requirements

Windows 7, 8 and 10

Screen Resolution Requirements

Minimum resolution: 1024 x 768

Additional Requirements

In addition, the following tools are required, and are automatically installed with the Workfront Outlook Add-in if they do not already exist:

  • .NET Framework 4.5
  • Visual Studio Tools for Office (VSTO)

Downloading and Installing the Add-In

Downloading the Add-In

  1. Download the Workfront_for_Outlook-version.exe file to the workstation where Outlook is installed.
    You can download the Workfront Outlook Add-in file here.
  2. Continue with either of the following sections, depending on how you want to install the add-in:
     

Using the Installation Wizard to Install the Add-in

  1. Run the Workfront_for_Outlook-version.exe file that you previously downloaded.
  2. Click Install.
  3. (Conditional) If the Microsoft .NET Framework 4.5 is not already installed on your computer, you are prompted to install it. Accept the license agreement, then click Install. Click Finish when it is finished installing.
  4. (Conditional) If Microsoft Tools for Visual Studio Office Runtime 2010 is not already installed on your computer, you are prompted to install it. Accept the license agreement, then click Install. Click Finish when it is finished installing.
  5. Click 'Next' to continue through the Workfront Outlook Add-in setup wizard.
  6. Select from the following options:
    -Install just for you: (Recommended) The add-in is installed on the workstation and can be used only by you. Other users using the workstation do not have access to the add-in.
    -install for all users of the machine: The add-in is installed on the workstation and is available to all users who use the workstation.
  7. Click Next.
  8. (Recommended) Select Silently update new version of this add-in.
    Select this option to eliminate the need of having administrative rights when updating the add-in for future releases. When a release is made generally available, the updated add-in is automatically installed. (Releases that are available in Early Access only still require a manual download.)
  9. Click Install.
  10. Click Finish > Close to complete the installation.
  11. Continue with the following section, "Logging in to Workfront within Outlook".

Silently Installing the Add-In

  1. Open a command prompt.
  2. Change to the directory where you previously downloaded the Workfront_for_Outlook-version.exe file.
    For example, run the following command to change to the Downloads directory:
    cd Downloads
  3. Run the following command:
    Workfront_for_Outlook-version.exe -passive AllUsers=1
  4. Continue with the following section, "Logging in to Workfront within Outlook".

Logging In to Workfront within Outlook

If your organization is using SAML 2.0 as the single sign-on (SSO) solution, follow the steps in "Logging In to Workfront within Outlook with SAML 2.0."

To log in to Workfront within Outlook when no SSO solution is being used, or when using a SSO solution besides SAML 2.0:

  1. In the Outlook client, click the Workfront folder in the left-hand navigation panel.
    The Workfront login dialog is displayed.

  2. In the Workfront login screen, specify the following information:
    • Username: Specify the same user name you use when accessing Workfront on the web.
    • Password: Specify the same password you use when accessing Workfront on the web.
    • URL: Specify the URL where you access Workfront on the web.
  3. Click Login.

Logging In to Workfront within Outlook with SAML 2.0

If your organization is using SAML 2.0 authentication and you do not know your Workfront credentials, you can log in directly to Workfront within Outllook without entering your login credentials.

  1. In the Outlook client, click the Workfront folder in the left-hand navigation panel.
    The Workfront login dialog is displayed.

  2. Leave the Username and Password fields blank.
  3. In the URL field, specify the URL where you access Workfront on the web.
  4. Click Login.

Troubleshooting

For troubleshooting the Workfront Outlook Add-In, contact our Customer Care team. 

For more information about how to contact out Customer Care team, see "How to Open a Support Request."