Getting Started with the zipBoard Outlook Plugin
Managing tasks and projects can be challenging, especially when you constantly need to switch between different applications. This fragmentation often leads to missed tasks, decreased productivity, and inefficient communication. To address this issue, we created the zipBoard Outlook Plugin, allowing you to seamlessly integrate task management directly into your email workflow. This powerful tool helps you stay organized, ensuring that all tasks are logged, tracked, and managed without leaving your Outlook inbox.
Prerequisites
Before you begin, ensure you have the following:
- A zipBoard account with an active subscription.
- Microsoft Outlook desktop application (Windows or Mac).
Step-by-Step Instructions
1. Launch the Microsoft Outlook desktop application.
2. Select and open any email in your inbox.
3. Within the email window, click on the 'Apps' icon or menu to access the add-ins.
4. In the Marketplace, search for "zipBoard Outlook Plugin."
- Alternatively, browse the available integrations and add-ons category to find it.
5. Once you locate the zipBoard Outlook Plugin, click 'Add' to install it.
Using the zipBoard Outlook Plugin
- Select an email and click on the zipBoard icon in the 'Apps' section.
- Log in with your zipBoard credentials.
- Fill out the required fields such as Project, Title, Priority, Type, and Description.
- Click 'Create New Task' to log the task.
- A confirmation banner will appear, indicating that the task was created successfully.
- Click 'View task at ZipBoard app' to be redirected to the task within the zipBoard platform.
Additional Tips
- Ensure you have the latest version of Outlook installed for optimal performance.
- Regularly check for updates to the zipBoard Outlook Plugin to access new features and improvements.
Troubleshooting
If you encounter any issues, consider the following steps:
- Ensure your device is connected to the internet.
- Make sure your Outlook application is up-to-date.
- If problems persist, try removing and reinstalling the zipBoard Outlook Plugin.
- If you need further assistance, reach out to zipBoard support for help.
Conclusion
The zipBoard Outlook Plugin is a powerful tool that streamlines task management by integrating directly with your email workflow. By following this guide, you can efficiently set up and use the plugin to enhance your productivity.
For more information and support, contact [email protected]