Set up Adobe Workfront for Outlook
The Adobe Workfront Outlook add-in lets you perform the following key Workfront tasks directly from Outlook:
- Update an existing project, task, or issue with information from an email. For more information, see Update an existing object from an Outlook email.
- Create a Workfront request based on an email within Outlook. For more information, see Create an Adobe Workfront request from an Outlook email.
- Add an email as a task in your My Work area. For more information, see Add an Outlook email as a task to your work list.
- Reply to comments via the Workfront add-in for Outlook. For information about replying to comments from Workfront for Outlook, see Reply to a comment from Outlook.
- Create tasks and issues from scratch, or create them from existing emails (using drag-and-drop functionality). For more information , see Add an Outlook email to a project as a task or an issue.
You must add the Workfront add-in to your Outlook account before you can use Workfront for Outlook.
If you are unable to install the Workfront add-in with your Outlook account, contact your Workfront administrator to ensure that Outlook add-ins are enabled for your organization.
For information about how to enable the Outlook integration for your organization, see Enable Adobe Workfront for Outlook.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront plan | Any |
| Adobe Workfront license |
New plan: Standard Current plan:Work, Plan |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Prerequisites
Your Workfront administrator must enable Outlook for Office with Workfront before you can use this integration.
System requirements
The following applications are available:
- Outlook on the Web: The Workfront add-in is available when using Outlook from a web browser either on a desktop or mobile device. This functionality is also available when using the Outlook Web App.
- Outlook Desktop Application: The Workfront add-in is available when using the Windows and Mac desktop versions of Outlook included with the Office package.
The Workfront add-in for Outlook is supported in environments that meet the following requirements:
Client requirements client-requirements
Workfront supports the following versions of Outlook:
- Outlook 2013 or later on Windows
- Outlook 2016 or later on Windows
- Outlook on Mac (Microsoft 365)
- Outlook on Windows (Microsoft 365)
- Outlook on the web
You must be connected to an Exchange Server or Office 365 using a direct connection.
When configuring the client, the user must select one of the following account types:
- Exchange
- Office 365
- Outlook.com If the client is configured to connect with POP3 or IMAP, the Workfront add-in does not load.
Mail server requirements mail-server-requirements
The mail server requirements are met by default when you connect to Office 365 or Outlook.com. However, if you are connected to an on-premise installation of Exchange Server, the following requirements apply:
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Workfront supports all Exchange On-Premise servers
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Exchange Web Services (EWS) must be enabled and must be exposed to the internet.
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The server must have a valid authentication certificate in order for the server to issue valid identity tokens. New installations of Exchange Server include a default authentication certificate.
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In order to access the Workfront add-in from the Office Store, your client access servers must be able to communicate with https://store.office.com.
For more detailed information about supported environments, see the Microsoft Office 365 home page.
Install the add-in
You can get the Workfront add-in for Outlook from the Microsoft store.
Workfront for Outlook 365 workfront-for-outlook-365
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In Outlook 365, click the Browse Add-ins icon
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In the Search add-ins box, search for Workfront then press Enter.
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Click Add.
Workfront for Outlook on the Web workfront-for-outlook-on-the-web
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Open Microsoft Outlook in a web browser.
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Click the Browse add-ins icon
To locate the icon, see Using add-ins in Outlook on the web in the Microsoft documentation.
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Search for Workfront in the Search add-ins field, then press Enter.
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When it appears on the list, click Add.
Workfront for Outlook on Windows or Mac workfront-for-outlook-on-windows-or-mac
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Click Home > Store on the ribbon.
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Search for Workfront in the Search field, then press Enter.
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Click the toggle to enable the Workfront add-in.
Log in to Workfront from Outlook
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In Outlook, select an email message, then click the Workfront icon in the email header.
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On the login page, click Log in to Workfront.
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Follow the prompts to log in to Workfront using OAuth 2.0.
note note NOTE - If you are prompted to enter the domain of your Workfront account, type it using this format: yourCompany’sDomain.my.workfront.com. Your company’s domain is usually the name of your company.