Introduction
The companion Outlook add-in brings some of Agility Blue's task management capabilities directly into your Microsoft Outlook environment. When installed, this add-in allows you to create tasks from your emails without requiring you to leave your inbox.
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By integrating Agility Blue with Outlook, you can:
Streamline workflow by accessing project and task details directly from your inbox.
Enhance productivity by managing your task flow without having to switch between applications.
Improve collaboration by staying connected to your team's activities.
Maintain mobility by accessing task management tools directly from the iOS and Android native Outlook apps.
Target Audience
The Outlook add-in is designed for Agility Blue users with an Agility Blue user license who would like to stay productive within their inbox while managing their email communications and task responsibilities simultaneously. The add-in will not work for request portal-only users.
Agility Blue Add-in Panel
Within Microsoft Outlook, once the Agility Blue add-in is installed and configured, you can access the add-in panel through the Outlook ribbon or task pane.
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The Agility Blue add-in allows you to manage the flow of your tasks all within Outlook. You can create tasks out of an email while simultaneously specifying what client, matter, or project the task should belong to. The add-in can detect if an email was generated by an Agility Blue notification and will provide you with a snapshot of the task and project details along with all the tools needed to move your task through assignment, QC, holds, and finally completed. You can also add your task directly to your outlook calendar, add task comments, cancel, and delete.
The add-in is also permissions-aware and inherits all of the same permissions that the user has while logged into the main application, so if a user does not have the permission to delete tasks, they will not be able to see that option within the add-in.
Supported Platforms and Devices
The Agility Blue Outlook add-in is designed to work across multiple platforms and devices to ensure you can stay productive wherever you work.
Supported Outlook Versions
Outlook on Windows (Microsoft 365)
Outlook on Mac (Microsoft 365)
Outlook on iOS
Outlook on Android
Outlook on the web
Outlook on Windows Desktop Notice
The Agility Blue Outlook add-in is designed using Microsoft’s modern add-in toolkit which dictates that Outlook add-ins run in an embedded control known as WebView. Older versions of Outlook that use Internet Explorer or Trident WebView engines are not compatible with this add-in and will cause the add-in to show a blank screen when attempting to load. Because of this, we require that you have a minimum version of Microsoft 365 Outlook version 16.0.11629 or later with Edge WebView2 (Chromium-based) installed on Windows 10 or later. For more information, see Microsoft’s article on browsers and webview controls used by Office Add-ins.
Mobile Device Limitations
Microsoft restricts some mobile device functionality that may be available on the desktop and web versions of Outlook. For example, due to the small screen sizes of phones, there is no Outlook ribbon or task pane pinning. As of now, the only functionality for the Agility Blue add-in that isn’t available on mobile devices is the ability to create a calendar entry directly from the add-in. For the best experience and full feature access, we recommend using the add-in on desktop or web versions of Outlook.