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.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Bitbucket Integration
Having multiple lines of code and changing versions can be difficult to track. Commit codes in Bitbucket and view the changesets inside Zoho Projects. You can integrate Zoho BugTracker with Bitbucket using webhooks. You must be an Admin to integrate ...Github Integration
Github integration allows you to host your repositories, see source commits, and make code changes. And so, now you can view all the changes made in your Github repository in Zoho Projects. Feature Availability: Premium and Enterprise plans Copy ...Zendesk Integration
Zendesk helps in tracking and prioritizing tickets based on the customer requirement. It provides an effective solution for resolving problems and helps organizations reduce down-time. Benefits: Tickets can be converted into issues or tasks easily. ...Slack Integration
For effective team communication, we have integrated Slack into Zoho Projects. Now, you can push your project updates to Slack feeds and manage your project activities. Group your project activities and conversations together to keep the project ...Microsoft Outlook Integration
The Zoho Projects extension for Microsoft Outlook allows users to access their tasks and issues directly from Outlook. Users can also control certain task actions using the action cards that are sent as an email. Configure Integration Login to Zoho ...