With the Workia Outlook Add-in, you can manage your case records directly within Outlook. 📧

This includes filing emails into Workia, viewing checklists, and searching for or create new cases directly from Outlook.

Installing the add-in is easy! Just follow these easy steps in the site! Open the navigation menu and select Outlook Add-in. This will open up a step-by-step guide on how to install the add-in!

To install the Workia add-in, click on the "Get Add-ins" option that is found on the Home tab.

On the Add-ins for Outlook window, select "My add-ins" on the side menu, then scroll down until you see the Custom Add-ins section.

Click on "Add a custom add-in" then select "Add from File..." from the drop-down.

Select the XLM script that was saved earlier, then click on Install and the Workia Outlook add-in should appear. This means that the add-in has now been added to the Outlook client.

To access the add-in, open an email that is related to or associated with the case that you want to work on with. The Workia icon will appear in the upper right corner next to the "Reply" button on the email.

Once you click on the Workia plugin icon, a window on the side will appear that takes you to the login screen of Workia. Write down your login details to proceed using the add-in.

When you receive an email, the add-in will associate the email to an existing case. In this scenario, I received an Approval email for an employee named Marie Aguilar. On the add-in, under the Related Cases tab, Marie Aguilar's case appears on the list of Related cases

You can click on the case to open a summary view of the case within Outlook.

There are certain actions that you can do within the case view in the add-in.

You can also search for other cases using the add-in! Type the name or a case detail and select from the results!

Creating a case can also be done through the add-in! Simply select the Create case option and fill out the case details!