Microsoft 365 Integration
Import your Microsoft 365 users to Zoho Projects with the Microsoft 365 integration. You can add tasks and events to your primary calendar in Microsoft 365 from Zoho Projects. You can enable or disable the Outlook action cards that are sent along with the task or issue email notifications from Zoho Projects. With action cards, the portal users can perform instant actions like performing transitions, assigning work items, setting due dates and modifying their priority, right from their Outlook mailbox.
Configure Integration
- Login to Zoho Projects with your Microsoft credentials (this integration can only be configured using the SSO login and the user must be the portal owner in Zoho Projects).
- Click
in the upper-right corner of the top navigation band.
- Navigate to Marketplace > All Apps and search for Office 365 for Zoho Projects.
- Click Install.
- Select the Terms & Conditions of Microsoft and Zoho and then click Install.
- Under the Import Users tab, click the Click Here link and select projects if you want to add users to the projects.
- Click Import Users Now.
- Click on the Manage Action Cards tab. Enable this option to receive action cards via email.
- The integration is now complete.
Access Zoho Projects via Microsoft 365 Single Sign-on
- Log in to your Office account.
- Search for Zoho Projects in the Apps section.
- When you click the Zoho Projects app, you will be asked to create a new Zoho Projects portal(account) if you don't have one. If you already have a Zoho Projects account with the same email address that you use for Microsoft 365, you will directly be taken to that account.
- You can access Zoho Projects now.
Using action cards
- Change Owner: Modify or update the owner of the task.
- Mark as Complete: Complete the task.
- Add Comment: Add a comment for the task.
Add tasks to your Office account from Zoho Projects
- Click Projects in the left navigation panel.
- Navigate to your project and click Tasks in the top band.
- Click Add Task in the upper-right corner of the page.
- Enter the task details.
- Enable the Add to Office 365 Calendar option to add the task to your calendar.
- Enable the Add Task to Office 365 Tasks option to add it to your tasks.
- Click Save.
Add events to your Office account from Zoho Projects
- Navigate to your project and click Calendar in the left navigation panel.
- Click the Events tab at the top.
- Click Schedule Event in the upper-right corner.
- Enter the event details.
- Set reminders or add a recurrence for the event.
- Enable the Add to Office 365 Calendar option.
- Click Save.
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