The Easy Projects Outlook Add-In (Birdview PSA Outlook Add-In for Desktop) integrates project and task management features directly into Microsoft Outlook. It allows users to synchronize tasks, manage projects, convert emails into actionable tasks, and track time spent on email-related work, all without leaving the Outlook environment. This streamlines workflow for project-driven teams and professionals who rely heavily on email for daily operations.

Key Features

Two-way Synchronization Synchronize tasks and folders between Outlook and Birdview PSA.

• Native Outlook tasks and folders are kept in sync.
• Hierarchical display of tasks within project folders.

Project and Task Management Manage projects and tasks directly from Outlook.

• Create, update, and organize teamwork items.
• Manage members, files, time logs, and custom fields.

Email Conversion and Linking Convert emails into tasks or link them with project activities.

• Attach email replies to corresponding tasks.
• Easily access and track tasks linked to emails.

Time Tracking Automate time tracking for email processing and project work.

• Log time spent on mailwork automatically.
• Weekly logs for easy time reporting.

Calendar Integration Seamlessly integrate tasks with Outlook calendar.

• Import assigned tasks into the Outlook calendar.
• Export calendar events to project tasks.

Benefits

Increased Productivity Reduces time spent switching between tools and manual data entry.

• Convert emails to tasks instantly.
• Update and track project items without leaving Outlook.

Improved Project Oversight Provides project managers and team members with real-time visibility.

• Syncs project status and hierarchy with personal calendars.
• Enables tight control over project progress and assignments.

Accurate Time Billing Ensures all billable time, including email work, is recorded.

• Automated time logging for consulting and support roles.
• Simplifies weekly time reporting.