Install and set up the TimeLog Tracker for Outlook

Introduction

Learn how to install the TimeLog Tracker application for Microsoft Outlook.

Description

Setup

Before you continue, you need to activate the Outlook integration on the user.

1. Search for the employee via the Search employees page or the Super search field
2. Click to edit the employee
3. Check the Outlook checkbox under Access to extensions. It saves automatically

Installation

First, you close down Outlook, as the integration needs to be installed before you open up Outlook. Then you follow these steps:

1. Close the Outlook application, as the integration need to be installed before you open Outlook
2. Navigate to the Register menu
3. Click Time tracking apps
4. Click the download link
5. Copy the URL
6. Start the installation and complete all steps

Microsoft Outlook

1. Open your Outlook app
2. Click the Calendar. Here you will now see TimeLog’s logo in the toolbar. This is the plugin that shows the errors and messages from TimeLog
3. Click to create a new appointment
4. Paste your URL in Site URL
5. Enter your user name and password. They are the same you use to log in to TimeLog
6. Click Test settings. If the entered information is correct, the fields turn green and you will gain access to the registration panel to the right
7. Select Customer, Project and Task
8. Change the Comment, if needed. The text is automatically taken from the subject line, and this is the one that is tranferred to your timesheet. The duration of the appointment is also automatically transferred to your timesheet.
9. Save the appointment

If you change data on the appointment in Outlook, the changes are automatically transferred to TimeLog for registrations in the future, but not backwards

Special remarks

TimeLog Tracker for Outlook is not supported in Windows for Mac, and you cannot use it when creating new events on your smartphone. If you have created an event on your Windows computer and transferred the information to TimeLog, the information will be updated, if you move your event in Outlook using your smartphone.

You are not able to add tasks on recurring events

The Microsoft Outlook integration works with the following versions:

• Exchange server 2010 and newer
  
• Office 365

Note that the integration does not integrate into our new resource planner yet, meaning you can't see planned hours in Outlook in the resource planner. It will instead appear on the day for the event in the resource planner. 

TimeLog's Outlook integration doesn't work with the TimeLog add-in on Windows because of security policies. If you encounter any difficulties, please get in touch with your IT responsible. The add-in is located in the Outlook application.