How to install Zoho Projects add-in?

1. Login into your Outlook account
   
2. Navigate to the left navigation panel of Outlook and click Add Apps.
   
3. Search for Zoho Projects and click Get it now.
   
1. Alternatively, go to admin.microsoft.com > Settings > Integrated Apps > Add Apps, then add Zoho Projects.
   
4. Open an email and then click   
5. Click Apps in the context menu.
   
6. On the Apps page, search for an add-in by entering the name in the search box.
   
7. Select the Zoho Projects tile and click Open.
   
8. Click Try it.
   

Add Task from an email

1. Open an email and then click   
2. Click Apps in the context menu.
   
3. Select Zoho Projects.
   
4. Click Add a Task on the right panel.
   
5. Select a project from the drop-down and fill in the task details.
   
1. The subject of the email will be added as the Task Name.
   
2. Email content will be added as the Description.
   
6. Click Create Task.
   
   
   

Submit Issue from an email

1. Open an email, then click  
2. Click Apps in the context menu.
   
3. Select Zoho Projects.
   
4. Click Submit Issue on the right panel.
   
5. Select a project from the drop-down and fill in the Issue details.
   
1. The subject of the email will be added as the Issue Name.
   
2. Email content will be added as the Description.
   
6. Click Create Issue.
   
   
   

Manage Tasks/Issues from Outlook

1. Open an email, then click  
2. Click Apps in the context menu.
   
3. Select Zoho Projects.
   
4. Enter the task name in the search bar.
   
5. Select the task and click on a field, or click  to edit the task.
   
6. Update the necessary changes and click Update Task.

Note:

1. When a task or an issue is associated with an email, a tag is created that can be used for listing the relevant emails.
   
2. Users can @mention and #mentions tasks and bugs in the comments.

Uninstall Zoho Projects Add-in

1. Log in to your Outlook account.
   
2. Open an email, then click  
3. Click Apps in the context menu.
   
4. Click Manage your apps in the bottom-left corner of the page.
   
5. Search for Zoho Projects and click  
6. Click Remove.