Birdview PSA Outlook Add-In for Office 365 is a productivity extension that embeds Birdview PSA’s project and resource management capabilities within Microsoft Outlook. It enables users to convert emails into actionable tasks, link messages to existing projects, and manage assignments without leaving the Outlook interface. This integration is designed for professional services organizations seeking to streamline project workflows and reduce manual data entry.

Key Features

Convert Emails to Tasks Transform any email into a Birdview PSA task or issue directly from Outlook.

• Attachments and email content are preserved in the task.
• Reduces manual copying and pasting between systems.

Task and Project Management Access, update, and manage Birdview PSA tasks within Outlook.

• View and edit tasks linked to emails.
• Navigate project hierarchies and assignments.

Email Linking Link incoming emails to existing tasks for seamless tracking.

• Maintain full context of communications within project records.

Quick Access and Navigation Find and access all tasks related to any email quickly.

• Use the task pane to view linked tasks and navigate between them.

Two-Way Synchronization Sync tasks, folders, and calendars between Birdview PSA and Outlook.

• Import/export tasks and meetings between systems.

Time Tracking Log and track time spent on tasks and email processing.

• Generate weekly time logs for reporting and billing.

Benefits

Streamlined Workflow Reduces time and effort required to create and manage tasks from email.

• Eliminates duplicate data entry.
• Keeps project records up to date automatically.

Improved Collaboration and Visibility Centralizes communications and project data within Outlook.

• Ensures all team members have access to the latest information.
• Enhances project tracking and accountability.