Content:
1. Introduction
2. Integration Capabilities
3. Configuration Process
4. Use Cases
4.1 Add Card (default board)
4.2 Add Card (custom board)
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:
- Add Card (default board) — A quick and easy way to create a card in a predefined board, workflow, column, and lane, which was selected during the setup. You can also set up a default owner of the cards.
- Add card (custom board) — A more customizable way to create a card, allowing you to specify the board, workflow, column, lane, and owner of the card.
Note: The email content is populated in the "Description" field and the email subject is the “Title” of the card.
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.
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. Add 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 “Add 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 Businessmap Settings. To change the location or owner of newly created cards, follow step 4 from the 3. Configuration Process section.
2. Add 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 “Add Card (custom board)” option.
This will open a pop-up window where you can select the board, workflow, column, lane, and owner 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 “Create” button and you will be able to see your newly created card in the board, workflow, column, and lane you selected.