Microsoft Office 365 integration | Online help | Zoho Projects

MS Outlook

Import your Microsoft Office 365 users to Zoho Projects with the Microsoft Office 365 integration. You can add tasks and events to your primary calendar in Microsoft Office 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

  1. 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).
  2. Click  in the upper-right corner of the top navigation band.
  3. Navigate to Marketplace > All Apps and search for Office 365 for Zoho Projects.
  4. Click Install.
  5. Select the Terms & Conditions of Microsoft and Zoho and then click Install.
  6. Under the Import Users tab, click the Click Here link and  select projects if you want to add users to the projects.
  7. Click Import Users Now.
  8. Click on the Manage Action Cards tab. Enable this option to receive action cards via email.
  9. The integration is now complete.

Access Zoho Projects via Office 365 Single Sign-on

  1. Log in to your Office account.

  2. Search for Zoho Projects in the Apps section.
  3. 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 Office 365, you will directly be taken to that account. 
  4. You can access Zoho Projects now.

Notes
If you disable this option, email notifications sent from Zoho Projects will not have actionable cards.

Using action cards

Users will receive actions cards via email. The buttons in the cards can be used to perform actions.
  1. Change Owner: Modify or update the owner of the task.
  2. Mark as Complete: Complete the task.
  3. Add Comment: Add a comment for the task.

Add tasks to your Office account from Zoho Projects

The task is added to the office account belonging to the user who created the task.
  1. Click Projects in the left navigation panel.
  2. Navigate to your project and click Tasks in the top band.
  3. Click Add Task in the upper-right corner of the page.
  4. Enter the task details.

  5. Enable the Add to Office 365 Calendar option to add the task to your calendar.
  6. Enable the Add Task to Office 365 Tasks option to add it to your tasks.
  7. Click Save.

Add events to your Office account from Zoho Projects

  1. Navigate to your project and click Calendar in the left navigation panel.
  2. Click the Events tab at the top.
  3. Click Schedule Event in the upper-right corner.
  4. Enter the event details.
  5. Set reminders or add a recurrence for the event.

  6. Enable the Add to Office 365 Calendar option.
  7. 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 CRM Training
        Redefine the way you work
        with Zoho Workplace

          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 CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • 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 ...
                                                                                                              • MS Projects

                                                                                                                What versions of MS Projects are supported in Zoho Projects Import? The supported versions are MS Project 2003, 2007, 2010, 2013 and 2016. Can I import associated notes, priority and percentage completion, constraints? Yes. Notes, percentage ...
                                                                                                              • Calendar

                                                                                                                How can I view the recurring tasks in the calendar tab? Only when the recurring tasks are active in your projects, you can view them in the Calendar. The recurring tasks are displayed with the recurring icon - . Can I sync the Zoho Projects Calendar ...
                                                                                                              • Sync With Other Calendars

                                                                                                                Sync Calendar With MS Outlook Log into your portal and and click Calendar from the left navigation panel. Select in the upper-right corner, and then click the ICS help link. Copy the Google Calendar link. Open the Outlook 2010 application and click ...
                                                                                                              • Microsoft Teams Integration

                                                                                                                Get into action with our integration with Microsoft Teams in Office 365. Microsoft Teams is an all-in-one hub for effective team collaboration. Teams users can add Zoho projects tab to their chat channels and start working on projects directly from ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources