Configuring the Outlook Integration — Administrators

What does it do?

The Betterworks Outlook integration allows you to interact with your own or other team members' objectives directly from your inbox. 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

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Note: Windows users will need a minimum of Windows 10 version 1903 and Office 365 client version 16.0.11629 in order to successfully use the Betterworks add-in with Outlook for desktop. This is because the Betterworks add-in triggers a pop-up during the login process which will always launch in a Microsoft browser (even if you have another browser such as Google Chrome set as the default). This behavior is not determined by the Betterworks add-in, but by the Outlook application itself. Internet Explorer is being sunset by Microsoft and is therefore not compatible with our add-in. Upgrading to the versions referenced above will force the pop-up to trigger in Microsoft Edge (which is compatible with our add-in). However, upgrades should be managed by your IT Team, not by individual users.

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

Access/Permissions

The Betterworks app-in uses the following access/permissions to function in Outlook:

"ReadItem" - To read the information about the objective that is being viewed. 

How to Enable/Disable as an End User

  1. Navigate to Manage Add-ins:
    • If in the desktop app - Log into Outlook and select FileManage 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 Objectives or My Objectives. 

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 an objective to reveal its Comment and Check In options.
  2. Update your objective progress by clicking Update.

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