Install Smartsheet Add-in for Outlook
1. In Outlook, click "Get Add‑ins" 2. Enter "Smartsheet" in the Search and then click "Smartsheet for Outlook". 3. Click "Add" 4. Once installed, it will appear in the Toolbar in Outlook.
Create a task in Smartsheet from Outlook
Tip! Set your Task sheet as a favorite in Smartsheet for quick access. 1. Select or open the email then click "The Smartsheet for Outlook Add-in" 2. A sidebar will open for you to log in. Note that you may need to sign in periodically. 3. Enter your Smartsheet credentials. 4. Click "Allo…
