Getting Started with the zipBoard Add-in for Microsoft Outlook

Prerequisites:

• Outlook on the web or app: Ensure you are using Outlook on a supported web browser or app.
• zipBoard account: A zipBoard account is required to use this add-in. If you don't have one, you can sign up or contact our sales team.

Step 1: Installing the zipBoard Add-in

Before you can start using the zipBoard Add-in, make sure it's installed in your Microsoft Outlook.

1. Open Microsoft Outlook on your computer.
2. Navigate 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.

Alternatively, if you are using Outlook on the browser, you may get the add-in via this link, and select zipBoard Add-in for Outlook.

Step 2: Accessing the zipBoard Add-in

Once installed, you can access the zipBoard Add-in directly from your Outlook interface:

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

Step 3: Logging in to the zipBoard Add-in

When you first open the zipBoard Add-in, you'll see a login screen like the one below:

To start using the add-in:

1. Enter your email and password in the provided fields.
2. Click Login.

Don't Have a zipBoard Account?

If you're new to zipBoard, you’ll need to create an account to use the add-in:

1. Click on the Register here link below the login form.
2. You’ll be redirected to the registration page where you can create your account.
3. Once registered, return to the add-in and log in with your new credentials.

Forgot Your Password?

If you’ve forgotten your password:

1. Click on the Forgot password? link.
2. Follow the prompts to reset your password.
3. After resetting, return to the add-in and log in.

Step 4: Using the zipBoard Add-in

After logging in, you can start managing your tasks directly from Outlook. The zipBoard Add-in allows you to:

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

Need Help?

If you encounter any issues or need assistance, don’t hesitate to reach out to our support team:

• Email: [email protected]
• Visit our website: www.zipboard.co

Conclusion

The zipBoard Add-in for Microsoft Outlook is a powerful tool that brings task management into your inbox, making it easier to stay on top of your projects. Follow the steps above to get started and streamline your workflow with zipBoard.