Outlook Task Manager screen

Lets you do a number of actions directly from an Outlook e-mail, depending upon their permissions and the context of the task.

Prerequisites

• You must have an AgilePoint task ID in the body of your e-mail. For more information, refer to:
  • How Do I Create a Link to a Task?
  • How Do I Display a Task Link in an E-mail Template?
• Set Your AgilePoint NX Server URL for the Outlook Task Manager.

How to Start

1. In Microsoft Office 365, open the AgilePoint NX Task Manager for Outlook app.
2. Click Settings .
3. In your Outlook e-mail, on the Apps Bar, click AgilePoint NX.

Fields

Field Name	Definition
View Process	Opens this Screen: Opens the process in the Process Viewer.
Open Task	Opens this Screen: Opens the form or view for the task.
Reassign	Opens this Screen: Reassign Task screen Function of this Screen: Lets you reassign the task to a different user
Cancel Process	Function: Cancels the specified processes, or the processes associated with the tasks.
Approve Task	Function: Approves the task if the e-mail is a task approval e-mail. For more information, refer to Create a Approval E-mail Template.
Cancel Task	Function: Cancels the selected tasks.