The New (July 2025) Workia Outlook add-in is live! Manage cases and track tasks directly from your Outlook inbox!
What can I do with the Workia Outlook Add-in?
With the Workia Outlook Add-in, you can:
View all cases
Create new cases and tickets from emails
File emails to cases
Manage cases, including:
Case Details
Checklists
Tickets
Comments
Documents
Loading the Workia Outlook Add-in
There are three ways to enable the add-in for Outlook!
Direct Download from the Microsoft Office Store
One way is by directly downloading it in the Microsoft Office Store:
Select "Get it now" and a prompt asking you to install Workia for Outlook will appear. Click on "Continue" and you are done!
Installing the Add-in through the Outlook Apps
In Outlook, click on More Apps in the left side panel and select Add Apps.
Type "Workia for Outlook" in the search bar. Select Workia for Outlook, click Add, and that's it!
Once loaded, log in with your normal user name and password.
Deploying the Add-in in the Microsoft 365 Admin Center
For a more general guide in deploying add-ins in the Microsoft 365 admin center, refer to these Microsoft guidelines.
If your internal policies do not allow users to download the addon directly from the store, please refer to these steps:
In the admin center, go to the Settings > Integrated apps >.
Select the Add-ins link near the top of the Integrated apps page.
Select Deploy Add-in at the top of the page.
Select Next on the Deploy a new add-in wizard.
Select an option and follow the instructions. ("Office Store" refers to AppSource.)
If you selected the option to add the Workia add-in from the AppSource store, make your add-in selection.
If you chose to upload a custom add-in, carry out the following steps.
Select the option to provide a URL for the manifest, fill in the URL using: https://outlook-addin.workia.com/manifest.xml
On the next page, select Everyone, Specific users/groups, or Just me to specify who the add-in is deployed to. Use the Search box to find specific users or groups.
Select Deploy.
A green tick appears when the add-in is deployed. Follow the on-page instructions to test the add-in.
Note: Users might need to relaunch the relevant Office application to see view the add-in icon on the ribbon. Add-ins can take up to 72 hours to appear on the ribbon.
When finished, select Next. If you've deployed to just yourself, you can select Change who has access to add-in to deploy to more users.