![]() Once the add-in has been installed (either by you or an Admin on your Microsoft account), you’ll want to connect your Outlook account with your Smartsheet account. To use the add-in, you'll first need to install it from the Microsoft Office Store ( ) and connect it to your Smartsheet account. You may encounter errors when using this type of account with the Outlook Add-in for Smartsheet. Microsoft Exchange on-premises (locally hosted) systems aren’t supported.ĭelegate access Outlook accounts are not supported. Make sure you're running the latest version of Outlook it provides the needed browser support. The Smartsheet for Outlook add-in works with Outlook when used in conjunction with a supported Microsoft account. Add email messages and their attachments to rows or discussions in your sheet for all collaborators to see and act on.Īfter Augyou will no longer be able to access Smartsheet or Smartsheet for Gov using Microsoft Internet Explorer 11 web browser. If rules have “ (For other computer)” behind their name, you can remove this by double clicking on that rule and disable the “ on this computer only” action.The Smartsheet for Outlook add-in (formerly called the Smartsheet App for Outlook) allows you to create and edit Smartsheet tasks and collaborate on them in real-time, all without leaving your Outlook inbox. This will open a folder dialog where you can select the correct folder for the rule to move the messages to. To do this, select the rule and then click on the blue folder link. Importing and “Move to folder” rulesĪfter importing your rules, you might need to relink all the "move to folder" rules to the correct folder again, even tough they might seem still correct. If you have multiple accounts configured and they all deliver the email to the same pst-file or Exchange mailbox, this will count as a single mailbox.Įxport your rules via the Options dialog of Rules & Alerts. In that case, you’ll see a dropdown list at the top of the E-mail Rules tab. If you have configured multiple mailboxes in Outlook, you’ll need to export the rules for each mailbox. Note 2: Since Outlook 2010, rules are stored on a per mailbox basis. So if you make a backup of your pst-file, you’ll automatically have a backup of your rules too. Note 1: When using a POP3 account, rules are stored within your pst-file. Tools-> Rules and Alerts…-> Options-> Export Rules… Exporting them will create an rwz-file which you can later import again via that same dialog. You can make a backup of your rules via the Options dialog of the Rules and Alerts window. ![]() I have quite a few rules configured which I'd hate to lose.Ĭan I make a backup of just my rules just in case something happens to them or when moving to another computer? ![]()
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