Configuring the Outlook Extension

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What does it do?

The Betterworks Outlook integration allows you to interact with your own or other team members' goals directly from the email. To install the add-in, you must be both a Super Admin in Betterworks and an administrator for your organization's Outlook account. 

Integration Requirements

  • Email server hosted within your network or Office 365
  • Supported versions of Outlook
    • Outlook 2013 Service Pack 1 (or later)
    • Outlook 2016 for Mac
    • Outlook 2016 (or later)
    • Outlook on the web

Creating the Add-In

  1. Add the Betterworks Outlook add-in to your Exchange Server or Office 365 
  2. Confirm that the Betterworks add-in is configured for your preference
    • Click here for directions on how to manage user access to add-ins for Outlook in Exchange Online (below are explanations of each):
      • Optional, enabled by default - Use this setting if you would like to add the Betterworks add-in to everyone's email view, but can be disabled by the user individually
      • Optional, disabled by default - Use this setting if you would like to have each employee make the choice to go in and enable the Betterworks add-in
      • Mandatory, always enabled - Use this setting if you would like to add the Betterworks add-in to everyone's email view and not allow your users to disable it
  3. If the setting is set to Optional, add-ins can be managed by the end-user

How to Enable/Disable as an End User

  1. Navigate to Manage Add-ins:
    • If in the desktop app - Log into Outlook and select File > Manage Add-ins or Manage Apps.
    • If in the web app - Click the settings icon on the top right and click Manage Add-ins
  2. Under My Add-ins make updates to the "Betterworks for Email Add-in"

Viewing the Add-In

Open the right side-panel by clicking on the Betterworks icon and selecting a Teammate's Goals or My Goals. 

If in the desktop app, you should see two buttons with the Betterworks logo on the right of your top toolbar. If in the web app, click into any email and you should see a Betterworks logo at the top right of the email. 

You'll need to login, so click "Log In" to enable your credentials. You should now see Objectives populated for either yourself or your teammate, based on what email you are currently viewing. 

Using the Add-In

  1. Hover your mouse pointer over a Goal to reveal its Comment and Check In options.
  2. Update your Goal progress by clicking Update.

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To see Goals of your colleagues, open an email from them in your Outlook window and select Teammate's Goals. You can hover over their Goals and CheerNudgeComment, and other actions.