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Creating Requests in Outlook

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."

This section describes how to view and create requests with the Workfront Outlook Add-In.

Viewing The Request List

You can see the same request list in the Outlook Add-In that you can see when accessing Workfront on the web.

  1. In the Outlook left-hand navigation, expand Workfront.​
  2. Click Requests

Creating A Request

You can create a Workfront request within Outlook in the following ways:

Creating a Request 

You can create a request from the Outlook Add-In, regardless of whether you are in the Workfront section or not.

  1. Click New Request in the ribbon.
      All custom forms that have been added to the request are available to use.

Converting an Email

You can convert an email to a request and assign it to a specific queue and person.

  1. Select the email that you want to convert into a request.
  2. Do one of the following:
    • Expand Workfront in the left-hand navigation bar, then drag the email into the Requests folder.
    • Right-click the email, then click Workfront, then click Create Request From E-mail.
    • Click Workfront in the ribbon, then click Create Request From Selected E-mail.
      The email subject becomes the request name, the body is the description, and if there are attached documents, they are linked to the request.

Converting An Email To A Task In Your My Work Area

You can add selected email to My Work without navigating to Workfront folders in Outlook.

  1. Select the email that you want to add to your My Work area.
  2. Do one of the following:
    • Expand Workfront in the Outlook left-hand navigation, then drag the email into the Working On folder.
    • Right-click the email, then click Workfront, then click Add Selected E-mail to My Work.
    • Click Workfront in the ribbon, then click Add Selected E-mail to My Work.