Getting Started with the zipBoard Add-in for Microsoft Outlook

The zipBoard Add-in for Microsoft Outlook lets you create and manage zipBoard tasks directly from your email. Install it from Get Add-ins in Outlook (or Microsoft AppSource in the browser), log in with your zipBoard account, then open an email and turn it into a task.

Prerequisites:

• Outlook on the web or app: Use Outlook in a supported web browser or the Outlook app.
• zipBoard account: A zipBoard account is required. If you don't have one, sign up or contact our sales team.

Step 1: Install the zipBoard Add-in

1. Open Microsoft Outlook on your computer.
2. Go to the Home tab and select Get Add-ins.
3. In the Add-ins window, search for zipBoard.
4. Click Add to install the zipBoard Add-in.

If you use Outlook in the browser, you can get the add-in via this link and select zipBoard Add-in for Outlook.

Step 2: Open the zipBoard Add-in

1. In the Outlook toolbar, find the zipBoard icon.
2. Click the icon to open the zipBoard Add-in pane on the right side of your screen.

Step 3: Log in to the zipBoard Add-in

When you first open the add-in, you'll see a login screen:

1. Enter your email and password.
2. Click Login.

Don't have a zipBoard account?

1. Click the Register here link below the login form.
2. Create your account on the registration page.
3. Return to the add-in and log in with your new credentials.

Forgot your password?

1. Click Forgot password?.
2. Follow the prompts to reset your password.
3. Return to the add-in and log in.

Step 4: Use the zipBoard Add-in

After logging in, you can manage tasks directly from Outlook:

• Convert emails into tasks quickly.
• Assign priorities and track progress without leaving your inbox.
• Collaborate with your team and keep everyone on the same page.

How do I create a zipBoard task from an email in Outlook?

1. Select an email and open the zipBoard add-in, then log in with your zipBoard credentials if prompted.
   
2. Fill in the required fields, such as Project, Title, Priority, Type and Description.
   
3. Click Create New Task. A confirmation banner appears when the task is created.
4. Click View task at ZipBoard app to open the task in zipBoard.
   

Troubleshooting

If you run into issues:

• Make sure your device is connected to the internet.
• Make sure Outlook is up to date.
• Check for updates to the zipBoard add-in.
• If problems persist, remove and reinstall the zipBoard add-in.

For further help, email support@zipboard.co or visit https://zipboard.co/.