Using the Outlook Integration (v2) — Users

Contents

Overview

The Betterworks add-in for Outlook allows users to:

  • View their goals and milestones
  • Update their goals and milestones (i.e. update progress and comment)
  • View the goals and milestones of other users (i.e. cheer, nudge, and comment)
  • Review active conversations
  • Request for themselves
  • Request feedback for their direct report (managers only)
  • Give feedback

Enable/disable the Add-In

Microsoft AppSource: Betterworks add-in

If your administrator has made the add-in mandatory or optional and enabled it by default, you won't need to enable the add-in. Otherwise:

Outlook Web Application

1. Log into Outlook.

2. Select File → Manage Add-ins or Manage Apps

Outlook Desktop Application

1. Click the settings icon on the top-right corner.

2. Select Manage Add-ins → My Add-ins → Make updates to Betterworks add-in/plugin for Outlook

Accessing the Add-In

Open the right-side panel in Outlook and click on the Betterworks icon. If you don't see the icon:

Outlook Web Application

1. Open any email from another Betterworks user.

2. Click the three dots in the email.

3. Click "Login".

4. Enter your credentials.

5. Click "Login" (again).

Outlook Desktop Application

1. Click the three dots at the top of the window (to the right of the "Sync" option).

Note: For Windows 8.1 versions and Office versions greater than 16.0.13530.20424, the Edge WebView2 (Chromium-based) browser should be installed. Otherwise, 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 add-in. The add-in triggers a pop-up during the login process that will always launch a Microsoft browser even if the user has another browser set as the default (i.e. Google Chrome). This behavior is not determined by the add-in, but by the Outlook application. 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, any upgrades should be managed by your organization's IT Team.

Search for Users

1. Click on the search bar.

2. Select a recent search or type the name of the other user:

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Goals & Milestones

View & Update Your Goals & Milestones

1. Open the right-side panel in Outlook and click on the Betterworks icon:

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2. Click on the goal to display the associated milestones (if applicable). 

3. Enter your progress update or add a comment.

4. Click "Update" to save your changes.

View the Goals & Milestones of Other Users

Note: Only public goals and milestones will be visible. 

1. Click on any email from another Betterworks user.

2. Click "View More" to display their list of goals. 

3. Click on a goal to display the associated milestones (if applicable).

3. Cheer, nudge or add a comment:

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Note: The Betterworks add-in needs to be pinned. Otherwise, opening an email from another Betterworks user will just show your own goals and milestones. If there are multiple users on an email thread, you'll see the goals and milestones of the user who responded last. 

Conversations

1. Click the pop-out icon to view all active conversations or specific conversation details in the Betterworks web application:

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Feedback

Request Feedback

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1. Click "Request".

2. Select a template.

3. Select the feedback providers.

4. Click "Request" (again):

request.png

Give Feedback

1. Click "Give".

2. Select a template.

3. Select the user you'd like to give feedback to.

4. Enter feedback.

5. Click "Send":

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