Content:
1. Introduction
2. Integration Capabilities
3. Configuration Process
4. Use Cases
4.1 Create a Card (default board)
4.2 Create a Card (custom board)
4.3 Create a Comment
4.4 Default Settings
1. Introduction
This article describes the integration between Outlook and Businessmap (https://businessmap.io). A potential reader is expected to be familiar with Businessmap (boards, cards, business rules, etc.) and Outlook (emails, add-ins, etc.).
However, if you have any questions or encounter some difficulties along the way, do not hesitate to contact our Support team at support@businessmap.io.
2. Integration Capabilities
The integration described in this article is from Outlook to Businessmap. This integration offers the following capabilities:
Create a card (default board) - A quick and easy way to create a card in a predefined board, workflow, column, and lane, using your pre-configured options from Default Settings. You can also set up a default owner and priority of the cards.
Create a card (custom board) - A more customizable way to create a card, allowing you to specify the board, workflow, column, lane, owner, and priority of the card.
Create a comment - A quick and easy way to add a comment in a predefined card.
Default Settings - Configure the default board, workflow, column, lane, priority, and owner used by the Create a card (default board) button. These can be changed at any time from inside the add-in, not only during the initial setup.
Note:
When creating cards, the email content is populated in the "Description" field while the email subject is the “Title” of the card.
- When adding comments, the email body is populated as a comment.
3. Configuration Process
Step 1: Open the Businessmap add-in in AppSource. Click on “Get it now” and follow the prompts.
Step 2: After the installation, you can access the add-in from the menu of each message. Click on one message to set up the Businessmap logins and the default location where cards will be created.
Step 3: Provide your subdomain and API key:
Step 4: Specify the default location where all new cards will be created, including the default board, workflow, column, lane, priority, and owner. These defaults can be changed later at any time from the Default Settings panel inside the add-in.
4. Use Cases
In this section, we will explore the use cases described in the Integration Capabilities section. At this point, it is assumed that the setup of the integration from the previous section has been completed and your integration is ready to run.
1. Create a card (default board)
To create a card using the default method, click on the "Apps" button next to the email you want to use, select "Businessmap," and click the "Create a card (default board)" option.
After a few seconds, a notification will appear on top of your email, saying the new card has been created:
The created cards will go to the location specified in the Default Settings panel of the add-in. To change the location, owner, or priority of newly created cards, open the add-in and update the values in Default Settings (or follow step 4 from the 3. Configuration Process section during initial setup).
2. Create a card (custom board)
To create a card using the custom method, click on the "Apps" button next to the email you want to use, select "Businessmap," and click the "Create a card (custom board)" option.
This will open a pop-up window where you can select the board, workflow, column, lane, owner, and priority of the card. The dropdown values are dynamically provided based on the board and workflow you selected.
When you are happy with the configuration, click on the “Save” button and you will be able to see your newly created card in the board, workflow, column, and lane you have selected.
3. Create a comment
To create a comment, click on the “Apps” button next to the email you want to use, select “Businessmap,” and click the “Create a comment” option.
This will open a pop-up window where you can enter the internal card ID:
Click on the “Create a comment” button and the email body will be created as a comment in the card you have specified.
4. Default Settings
Open the add-in and select Default Settings to configure the default board, workflow, column, lane, priority, and owner used by the Create a card (default board) button. Changes are saved per user and take effect immediately on the next default-board card creation.