File an Email as an Issue from Outlook

1 minute
7 months ago

You can file an email as an issue using the Newforma Konekt add-in for Microsoft Outlook.

You can also log multiple issues from the same email. If so, make sure the Delete email when filed option is disabled in the add-in settings.

To convert email threads into issues, enable the File all past emails in a conversation option from the add-in settings.

Log a New Issue

  1. In Outlook, select the email you want to file as an issue.
  2. Open the Newforma Konekt Outlook add-in.
  3. Sign in using your company-issued account.
  4. Select the desired hub.
  5. Select the Email Filing tab.
  6. Select the desired project.
  7. Click the File as Issue button.
  8. Fill out the fields.
  9. Include attachments if applicable.
  10. Click Log new issue to create the issue, or Log and file another to create the issue and file the same email as another issue.

By default, the Visibility field is set to All users in project, even if you add teams in the Team involved field. To restrict the issue’s visibility, select Access restricted to author, assignee, team and notify.