Outlook addin – Track an email to a Project

Track an email

  1. Open Outlook
  2. Highlight or open the email you want to track. Note that you can highlight multiple emails and track them all at once if going to the same project
  3. Click The Mesh toolbar on the ribbon
  4. Click Track
  5. In the new window that opens select exact and enter the project number in the adjacent field or click search and then search projects to display a list of projects to choose from. You can enter part of the project number if choosing search to narrow down the results.
  6. Select your action state as closed or open
  7. Choose whether the action will be private or not by clicking the tick box on or off
  8. Click Submit
  9. You will see the track window showing the tracking status and then a success message once complete.