Learning Track
This Help Article appears in the Integrations and Add-ons learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Integrations and Add-ons learning track. Get the most out of this learning track by starting at the beginning.
The Owner, Admin, or Editor permissions can add comments to Smartsheet items with the Outlook add-in.
The Smartsheet for Outlook add-in (formerly called the Smartsheet App for Outlook) allows you to create and edit Smartsheet tasks and collaborate on them in real-time, all without leaving your Outlook inbox. Add email messages and their attachments to rows or discussions in your sheet for all collaborators to see and act on.
After August 17, 2021 you will no longer be able to access Smartsheet or Smartsheet for Gov using Microsoft Internet Explorer 11 web browser.
Before You Begin
The Smartsheet for Outlook add-in works with Outlook when used in conjunction with a supported Microsoft account.
Make sure you're running the latest version of Outlook; it provides the needed browser support.
Supported versions of Outlook include:
- Outlook 2013 or later for Windows
- Outlook 2016 for Mac
- Outlook for iOS
- Outlook for Android
- Outlook on the Web
Supported account types include:
- Outlook.com accounts
- Office 365 Business
- Office 365 Business Platinum
- Office 365 Pro-Plus
- Office 365 Enterprise E1
- Office 365 Enterprise E3
- Office 365 Enterprise E5
Microsoft Exchange on-premises (locally hosted) systems aren’t supported.
Delegate access Outlook accounts are not supported. You may encounter errors when using this type of account with the Outlook Add-in for Smartsheet.
https://store.office.com) and connect it to your Smartsheet account. Once the add-in has been installed (either by you or an Admin on your Microsoft account), you’ll want to connect your Outlook account with your Smartsheet account.
To use the add-in, you'll first need to install it from the Microsoft Office Store (NOTE: You'll only need to install the add-in from one device. After installing it once, it will also be made available on any other device that you're signed in to.
To install the Smartsheet for Outlook add-in from a computer:
To install the Smartsheet for Outlook add-in from an iOS or Android device:
Instructions on installing add-ins can also be found on the Microsoft support page on Outlook for Mobile devices.
To connect your Outlook account with your Smartsheet account:
You’re done! After you’ve installed and connected it, the Smartsheet for Outlook add-in will display the Home directory from your Smartsheet account. The add-in will also be immediately available for you on any other compatible version of Outlook that you’re signed in to with your supported Microsoft account.
Add email messages to new or existing rows in your sheet as you track work, all without leaving your Outlook inbox. Open sheets from Outlook to immediately see your sheet data in Smartsheet.
Once you’ve installed the add-in, it will be available from any version of Outlook that you use with your supported Microsoft account email account. How you add email messages to sheets with the Smartsheet for Outlook add-in depends on the version of Outlook you’re using.
To access Smartsheet for Outlook on the Web:
NOTE: If you don’t see the Smartsheet for Outlook add-in, it may need to be installed.
To access the add-in from the Outlook desktop application:
To access the add-in from the Outlook application on iOS or Android:
Add emails and their attachments to new or existing rows in Smartsheet:
By default, a new comment will be added to the row, using the message body of the email as the comment.
TIP: You can click the name of the sheet at the top of the add-in panel to open it up and work on it in Smartsheet. The sheet will open in a new browser tab.
To add email information to a sheet in Smartsheet:
Keep the following in mind as you add email information to sheets:
From Outlook, you can search through sheets accessible to your Smartsheet account and open them in a new browser window.
To open a sheet from Outlook:
Certain values can't be updated in your sheet from the Outlook Add-In and must be edited in your sheets directly:
You can find out which Microsoft accounts are supported here.
You can check to see what version of Outlook you’re using in this Microsoft Support article.