Microsoft Outlook

Who can use this?

Plans:

  • Smartsheet

Smartsheet easily connects with the Microsoft Office 365 tools your teams use to make collaboration work and increase productivity.

Smartsheet for Outlook add-in

Who can use this?

Plans:

  • Smartsheet

The Smartsheet for Outlook add-in lets you attach email messages and their file attachments to Smartsheet rows or discussions. Collaborators can see and act on those emails directly in Smartsheet.

Before you start

Supported Outlook versions

The add-in works with:

  • Outlook 2021 (until October 2026)
  • One Outlook and Outlook for Windows. 

Supported account types

  • Outlook.com accounts
  • Office 365 commercial subscriptions (all tiers)

The add-in doesn't support Microsoft Exchange on-premises (locally hosted) environments.

Admin approval

Your organization's Microsoft Entra ID settings may require an IT administrator to grant consent before you can install the add-in. If you run into a permissions error during installation, ask your IT admin to do the following:

  1. Open the Entra Admin Center.
  2. Go to Entra ID > Enterprise applications > Security > Consent and permissions.
  3. Enable Allow user consent for apps.

Install the add-in on one device, and it becomes available on any other device where you sign in with the same supported Microsoft account.

Install the add-in

On a computer

  1. Go to the Smartsheet for Outlook add-in in the Microsoft Office Store.
  2. Select Add.
  3. Sign in with your supported Microsoft account when prompted.

On iOS or Android

  1. In the Outlook for iOS or Android app, go to Settings > Add-ins.
  2. Tap the + icon next to Smartsheet.

For full mobile installation guidance, see Outlook for Mobile devices.

Connect your Outlook and Smartsheet accounts

After installing the add-in, connect it to your Smartsheet account. You do this from Outlook on the Web, regardless of which device or platform you used.

  1. Go to Outlook on the Web and open any email sent to your supported Microsoft address.

  2. Select the Smartsheet logo in the upper-right corner of the email to open the Smartsheet add-in panel.

    The add-in panel appears on the right of the Outlook window.
       Smartsheet for Outlook add-in
     

    If you don’t see the Smartsheet logo in the upper-right corner of the email, open the email sent to your supported Microsoft email address.

  3. In the add-in panel, select Install to grant Smartsheet permission to connect to your account.
  4. Select Connect to Smartsheet.
  5. In the window that appears, sign in to your Smartsheet account and select Allow.

After you connect, the add-in displays your Smartsheet Home directory. From that point, it works across any compatible version of Outlook you access with your supported Microsoft account.

I installed the add-in but the Smartsheet icon doesn’t appear in my messages.

  • The Smartsheet icon   appears only on emails sent to your supported Microsoft email address. 
  • When in Outlook for Web, depending on the number of add-ins you have, you may need to select the Add-ins caret in the email next to your other add-ins, then select Smartsheet.

How can I find out what version of Outlook I’m using?

You can check to see what version of Outlook you’re using in this Microsoft Support article.