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Setting Up the Workfront Add-In for Outlook 365

You need to add the Workfront Add-In to your Outlook for Office 365 account before you can use Workfront within Outlook 365.

If you are unable to install the Workfront Add-In with your Office 365 account, contact your system administrator to ensure that Outlook 365 add-ins are enabled for your organization. (For information about how to enable the Outlook integration for your organization, see "Enabling the Workfront Outlook Add-In for Your System.")

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

Understanding the Workfront Add-In for Outlook

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

System Requirements

Outlook 365 on the Web: The Workfront Add-In is available when using Outlook 365 from a web browser either on a desktop or mobile device. This functionality is also available when using the Outlook Web App (currently in Beta).

Outlook 365 Desktop Application: The Workfront Add-In is available when using the Windows and Mac desktop versions of Outlook included with the Office 365 subscription while running on any platform supported by Office 365.

For more detailed information about supported environments, see the Microsoft Office 365 home page.

Installing the Add-In

  1. In Outlook for Office 365: In Outlook 365, click the Settings icon in the upper-right corner of the Office 365 interface, then click Manage add-ins.
    outlook_365_settings.png
    In Outlook for Windows or Mac: Click Home, then Store on the ribbon.
  2. Specify Workfront in the Search field, then press Enter.
    o365_addin_search.png
  3. Click the toggle to enable the Workfront add-in.
    The Workfront add-in is now installed and ready to use. 

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 Outlook, select an email message, then click the Workfront icon in the email header.
    The Workfront login dialog is displayed.
    outlook_login.png
  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 Log In.

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.

Before users can log in to the Workfront Add-In as described in this section, the system administrator must first enable Office 365 add-ins to authenticate using a SAML 2.0 solution, see "Enabling Outlook for Office 365 to Be Used with Workfront with SAML 2.0" in "Configuring Workfront with SAML 2.0."

To authenticate to the Workfront Add-In with SAML 2.0:

  1. In the Outlook, select an email message, then click the Workfront icon in the email header.
    The Workfront login dialog is displayed.
    outlook_login.png
  2. Click Use SAML to Log In.
  3. In the URL field, specify the URL where you access Workfront on the web.
  4. Click Continue.