Outlook Add-In

OUTLOOK ADD-IN      

If using MProLite or MProCloud, the Outlook Add-In is required for syncing goals, tasks and events to and from Outlook.  However, many ManagePro (Standard, Plus and Smart) users choose to purchase and install the Outlook Add-In as an alternative, or in addition to the synchronization capabilities already built into ManagePro.

The Outlook Add-in allows you to drag and drop emails and synchronize to ManagePro projects, tasks and goals, all without ever leaving Outlook. Emails are immediately converted into either a progress update with the emails attached documents, or a reminder of an action needed in the form of either a task or meeting.

Please note the following:

Instructions for Installing the Outlook Add-In:

Install Instructions for 32-bit

Install Instructions for 64-bit

Capabilities of the Outlook Add-in:

Text Options: Because Outlook does not support synchronization of formatted text/images we offer two options for syncing.

Option 1: 1-Way sync will sync formatted RTF (with images) to Outlook but any changes to the “Body” of outlook task and appointment items will not sync back to ManagePro.

Option 2: 2-Way sync will sync requirements/description text both to and from Outlook but any formatting or images will be lost in both ManagePro and Outlook. Users must be aware that this is a rather dangerous option which will also affect any other users with access to those items, eg if user A creates formatted text and/or includes images in a goal, todo or event which is subsequently synced to Outlook by user B then that formatting will be lost for both users A and B.