Hi Alex! Thanks for reaching out. With the Workfront for Outlook integration, you can t urn emails into Workfront tasks, create new work requests, and assign work to other people without leaving your desktop or browser version of Outlook. Here are all the capabilities of the integration:
Update an existing project, task, or issue with information from an email
Convert emails into actual items in Workfront right from your inbox
Create new tasks from an email that was sent to you while preserving the subject, original text, and attachments of the email
Can also create tasks/issues from scratch
Push emails to Workfront as new updates to existing work items
Comment on items in Workfront by replying to email notifications
We also recently launched a native integrations page that demos a variety of capabilities for our integrations. We have one video out at the moment for Workfront for Outlook. Here's the link:
https://experience.workfront.com/s/integrations#ms-outlook As for specific benefits, as Heather mentioned, you no longer have to worry about copying and pasting everything. Here are a few other benefits:
It's easy to search for projects. Your most recent projects come up first when searching. It helps you save time.
You can see who responds to requests and updates projects. It increases visibility.
You can utilize custom forms to specify the nature of your requests. It allows you to tailor your work to your needs.
You are able to segment your work into portfolios. It keeps you organized.
There is a "favorites section" where you can save your most important projects and tasks. It helps you focus on what matters most.
Aaron Mendoza Workfront
