{"id":387,"date":"2015-01-21T10:21:29","date_gmt":"2015-01-21T10:21:29","guid":{"rendered":"https:\/\/www.cmwlab.com\/blog\/?p=387"},"modified":"2023-01-23T11:18:34","modified_gmt":"2023-01-23T11:18:34","slug":"how-to-transform-your-outlook-into-a-workflow-system","status":"publish","type":"post","link":"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/","title":{"rendered":"How to transform your Outlook into a workflow system"},"content":{"rendered":"<blockquote>\u201cI want to work with workflow tasks from Microsoft Outlook. Is it possible?\u201d<\/blockquote>\r\n<p style=\"text-indent:10px\">Andrey Yanchenko, Head of Sales Engineering at NetCracker.<\/p>\r\n\r\n<p><!--more-->\r\n<a href=\"https:\/\/www.cmwlab.com\/platform\/try\/\" onclick=\"ga('send', 'event', 'abtest', 'platform-banner-click');\"><img decoding=\"async\" id=\"pl-banner\" src=\"https:\/\/www.cmwlab.com\/blog\/wp-content\/uploads\/2023\/03\/cmw-platform-banner.png\" class=\"img-fluid my-5\" alt=\"CMW Platform banner\" title=\"CMW Platform banner\"><\/a><\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"\/blog\/wp-content\/uploads\/2013\/01\/12.png\" alt=\"Microsoft Outlook + Comindware\" width=\"650\" height=\"242\" class=\"alignnone size-full wp-image-388\" \/>\r\n\r\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_28 counter-hierarchy counter-decimal ez-toc-grey\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" style=\"display: none;\"><label for=\"item\" aria-label=\"Table of Content\"><i class=\"ez-toc-glyphicon ez-toc-icon-toggle\"><\/i><\/label><input type=\"checkbox\" id=\"item\"><\/a><\/span><\/div>\n<nav><ul class=\"ez-toc-list ez-toc-list-level-1\"><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/#The_Problem\" title=\"The Problem\">The Problem<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/#The_Solution\" title=\"The Solution\">The Solution<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/#How_Does_It_Work\" title=\"How Does It Work?\">How Does It Work?<\/a><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/#How_Can_I_Get_It\" title=\"How Can I Get It?\">How Can I Get It?<\/a><\/li><\/ul><\/nav><\/div>\n<h3><span class=\"ez-toc-section\" id=\"The_Problem\"><\/span>The Problem<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n<p style=\"text-indent:10px\">I got used to working with Outlook and wouldn\u2019t like to change it. I use it to assign and track and <a href=\"\/blog\/microsoft-outlook-tasks\/\" title=\"Microsoft Outlook Tasks\">manage Outlook tasks<\/a>, share my calendar, exchange work files, and to send, receive and discuss workflow  tasks in emails. It\u2019s a great collaborative system yet I would like to get more out of it. I want it to be coupled with <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/\">workflow software<\/a>. Processes behind my tasks will coordinate team work while I am not going to have to switch between applications to see my full to-do list. My personal tasks and team workflow tasks will be synchronized together in one Outlook list of tasks. To make it fully collaborative, I\u2019d like to have comments tread for each working task, too.<\/p>\r\n\r\n<h3><span class=\"ez-toc-section\" id=\"The_Solution\"><\/span>The Solution<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n<p style=\"text-indent:10px\">CMW Tasks for Outlook is a free Outlook add-in that you can get right from your <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/\">CMW Tracker<\/a> account. It puts CMW Tracker workflow system behind your Microsoft Outlook. The add-in is light and invisible. And gives you the power of collaborating on workflows and tasks with your team directly from your Outlook.<\/p>\r\n\r\n<section class=\"text-center post__button\">\n    <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/try\/\" class=\"btn btn-green btn-lg\">\n\n            Get a 30-day trial!\n\n    <\/a>\n<\/section>\r\n\r\n<h3><span class=\"ez-toc-section\" id=\"How_Does_It_Work\"><\/span>How Does It Work?<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n<p style=\"text-indent:10px\">After you have the CMW Tasks for Outlook add-in up and running, your Outlook list of tasks still looks like a list of tasks:<\/p>\r\n\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.cmwlab.com\/blog\/wp-content\/uploads\/2013\/01\/2_th3.png\" alt=\"CMW enriched Outlook tasks\" width=\"650\" height=\"444\" class=\"alignnone size-full\" \/>\r\n\r\n<p style=\"text-indent:10px\">The difference is hidden behind the scenes: now your Outlook is coupled and synchronized with CMW Tracker. Tasks from CMW Tracker workflows <a href=\"\/blog\/success-sooner-with-automated-workflows\/\" title=\"Focus your team using Automated Workflows\">automatically<\/a> go to your Outlook list, and you can enjoy all the advantages of collaborative workflow tasks:<\/p>\r\n\r\n<p style=\"text-indent:10px\"><strong>1. Workflow enables you to collaborate in team.<\/strong> It divides a process into steps and gives a task to the responsible at each step. As it is performed automatically by <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/\">CMW Tracker<\/a>, you don\u2019t need to write an email to your co-worker saying that your part of work has been accomplished, give details and attach documents: you save it together with your task and then it <a href=\"https:\/\/www.cmwlab.com\/blog\/complete-basics-workflow-automation\/\">automatically<\/a> goes to the next on your team, with all the content and the context.<\/p>\r\n\r\n<blockquote>\u201cCMW Tasks for Outlook enables workflow for Outlook tasks with the following versions of Microsoft Outlook: 2007, 2010, and 2013 and it requires Microsoft Exchange server.\u201d<\/blockquote>\r\n\r\n<p style=\"text-indent:10px\"><strong>2. Larger functionality for your tasks<\/strong>:<\/p>\r\n\r\n<ul>\r\n<li>processes behind workflow tasks,<\/li>\r\n<li>in <em>progress<\/em>\\<em>deferred<\/em> status with <em>play<\/em>\\<em>pause<\/em> buttons,<\/li>\r\n<li>collaborative thread,<\/li>\r\n<li>easy <a href=\"https:\/\/www.cmwlab.com\/document-tracking-software\/\">document tracking<\/a>,<\/li>\r\n<li>files versioning, hierarchy of tasks and subtasks,<\/li>\r\n<li>synchronization between Outlook and CMW Tracker lists of tasks.<\/li>\r\n<\/ul>\r\n\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.cmwlab.com\/blog\/wp-content\/uploads\/2013\/01\/larger_functionality_small.png\" alt=\"Difference between simple Outlook Tasks and CMW Tracker enriched ones.\" width=\"650\" height=\"420\" class=\"alignnone size-full\" \/>\r\n\r\n<p style=\"text-indent:10px\"><strong>3. All in one<\/strong>: emails, calendar, <a href=\"\/blog\/strike-the-team-collaboration-balance\/\">team collaboration<\/a>, tasks, attachments, workflow. You don\u2019t need to switch between solutions when they are united by a single Outlook plug-in, and all of the tasks and their content are synchronized automatically between solutions.<\/p>\r\n\r\n<p style=\"text-indent:10px\"><strong>4. It\u2019s powerful.<\/strong> CMW Tasks for Outlook is spared from any excessive features which makes this add-in really light, so that it does not slow your MS Outlook by any means: it\u2019s really quick.<\/p>\r\n\r\n<p style=\"text-indent:10px\"><strong>5. You don\u2019t need to learn anything new<\/strong> to work with CMW Tracker through Outlook. The ribbon interface is already familiar to you, and you only get much larger functionality.<\/p>\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.cmwlab.com\/blog\/wp-content\/uploads\/2013\/01\/4_th1.png\" alt=\"Familiar Ribbon Interface\" width=\"650\" height=\"436\" class=\"alignnone size-full\" \/>\r\n\r\n<h3><span class=\"ez-toc-section\" id=\"How_Can_I_Get_It\"><\/span>How Can I Get It?<span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n<p style=\"text-indent:10px\">CMW Tasks for Outlook goes in the package with CMW Tracker, and it\u2019s <u>free<\/u> for CMW Tracker users. Log in to your account in CMW Tracker and hit the Menu tab. You will see the button that will get CMW Tasks for Outlook Add-In installed on your computer. <\/p>\r\n\r\n\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.cmwlab.com\/blog\/wp-content\/uploads\/2013\/01\/3_th1.png\" alt=\"How to download CMW Outlook plugin\" width=\"650\" height=\"375\" class=\"alignnone size-full\" \/>\r\n\r\n<p style=\"text-indent:10px\"><a href=\"https:\/\/www.cmwlab.com\/workflow-software\/try\/\">Try it now<\/a>, it\u2019s free!<\/p>\r\n<p style=\"text-indent:10px\"><a href=\"https:\/\/www.cmwlab.com\/workflow-software\/\">CMW Tracker<\/a> and Microsoft Outlook are tightly integrated with the help of CMW Tasks for Outlook. Other third party applications can be integrated with CMW Tracker through web-based API. Let&#8217;s take an example of <a href=\"https:\/\/www.cmwlab.com\/blog\/salesforce-integration\/\">CMW Tracker integration with SalesForce<\/a>: this is the subject of our <a href=\"https:\/\/www.cmwlab.com\/blog\/salesforce-integration\/\">next topic<\/a>.<\/p>\r\n\r\n<section class=\"text-center post__button\">\n    <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/try\/\" class=\"btn btn-green btn-lg\">\n\n            Get a 30-day trial!\n\n    <\/a>\n<\/section>\r\n\r\n<section class=\"author bg-light border\">\n\t<section class=\"row p-3 p-sm-5 align-items-center\">\n        <aside class=\"col-sm-3 col-4\">\n            <img decoding=\"async\" class=\"author__img img-fluid rounded-circle\" title=\"Anastasia Chumakova\" alt=\"Anastasia Chumakova\" src=\"\/blog\/wp-content\/uploads\/2012\/11\/anastasiya-chumakova.jpg\" alt=\"Anastasia Chumakova\">\n        <\/aside>\n        <article class=\"col-sm-9 col\">\n            <p class=\"author__text\">Anastasia Chumakova is <em>Product Marketing Analyst<\/em> and <a href=\"https:\/\/www.cmwlab.com\/workflow-automation\/\">Workflow Automation<\/a> Expert at Comindware.<br\/>She currently explores online process management product development trends, contributes to <a href=\"https:\/\/www.cmwlab.com\/\">www.cmwlab.com<\/a> and provides tips for better use of Comindware Tracker and online work management solutions.<\/p>\n        <\/article>\n    <\/section>\n<\/section>\r\n\r\n","protected":false},"excerpt":{"rendered":"<p>\u201cI want to work with workflow tasks from Microsoft Outlook. Is it possible?\u201d Andrey Yanchenko, Head of Sales Engineering at NetCracker.<\/p>\n","protected":false},"author":4,"featured_media":823,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17,20],"tags":[],"class_list":["post-387","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thought-leadership","category-tips-and-tricks"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.14 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Turn your Microsoft Outlook into Effective Workflow System<\/title>\n<meta name=\"description\" content=\"Work with workflow tasks right from MS Outlook. Learn how to add workflow functionality in your Outlook and manage a stress-free workflow effectively.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Turn your Microsoft Outlook into Effective Workflow System\" \/>\n<meta property=\"og:description\" content=\"Work with workflow tasks right from MS Outlook. Learn how to add workflow functionality in your Outlook and manage a stress-free workflow effectively.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/\" \/>\n<meta property=\"og:site_name\" content=\"CMW Lab Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cmwlabinc\" \/>\n<meta property=\"article:published_time\" content=\"2015-01-21T10:21:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-01-23T11:18:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.cmwlab.com\/blog\/wp-content\/uploads\/2013\/01\/2_th3.png\" \/>\n\t<meta property=\"og:image:width\" content=\"650\" \/>\n\t<meta property=\"og:image:height\" content=\"444\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"achumakova\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@CMW_Lab\" \/>\n<meta name=\"twitter:site\" content=\"@CMW_Lab\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"achumakova\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/\"},\"author\":{\"name\":\"achumakova\",\"@id\":\"https:\/\/www.cmwlab.com\/blog\/#\/schema\/person\/23b746e08602ec8d9069a24fe07f86a6\"},\"headline\":\"How to transform your Outlook into a workflow system\",\"datePublished\":\"2015-01-21T10:21:29+00:00\",\"dateModified\":\"2023-01-23T11:18:34+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/\"},\"wordCount\":641,\"commentCount\":1,\"publisher\":{\"@id\":\"https:\/\/www.cmwlab.com\/blog\/#organization\"},\"articleSection\":[\"Process World\",\"Tips and Tricks\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/\",\"url\":\"https:\/\/www.cmwlab.com\/blog\/how-to-transform-your-outlook-into-a-workflow-system\/\",\"name\":\"Turn your Microsoft Outlook into Effective Workflow System\",\"isPartOf\":{\"@id\":\"https:\/\/www.cmwlab.com\/blog\/#website\"},\"datePublished\":\"2015-01-21T10:21:29+00:00\",\"dateModified\":\"2023-01-23T11:18:34+00:00\",\"description\":\"Work with workflow tasks right from MS Outlook. 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