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?
• Set Your AgilePoint NX Server URL for the Outlook Task Manager.

How to Start

1. In Microsoft 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.

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