This document describes how to install and work with the ISOPlanner Tasks Outlook add-in.
ISOPlanner is a Microsoft 365 application that provides a management system for ISO standards. Link documents in SharePoint to ISO requirements and schedule work in Outlook calendar.
An active ISOPlanner license is required. The add-in functionality is included in the trial period as well. For people to be able to work with the add-in, they need at least a user license assigned to them.
Installing the add-in #
- Open Outlook for the web, here: https://outlook.office.com/mail/
- Click the “Get add-ins” icon
- Search and select the “ISOPlanner Task” add-in
- Click “Add”
Microsoft 365 administrators may deploy the add-in for multiple employees at once, following these instructions: https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide
And may find this link helpful: Microsoft 365 admin center
Now, in the reading pane of an email, an ISOPlanner icon is available.
Creating a task #
Click the new ISOPlanner icon when an email is open to activate the add-in.
By default, the new task name is set to the email subject, and the description is set to the email body.
Assignment is set to yourself, start date and time to now.
If the email has attachments, there is the option to add them to the new task by first storing them in SharePoint – more about this in chapter “Configuring a document category for attachments”.
There is the option to choose a template for the task. In that case, the task properties will be replaced with those of the template. More on creating templates in chapter “Creating task templates”.
Simply click “Save” to create the new task. To access the created task after saving it, log in to ISOPlanner itself here: https://portal.isoplanner.app
Configuring a document category for attachments #
In ISOPlanner, go to menu Library and then tab ‘Categories’.
There is a column called “System category” here.
If there is no category with system category “E-mail attachments” yet, you can create new category, choose “Document library” and select to SharePoint site and folder where you want to store attachments.
In the System category field, choose “E-mail attachments”. Now, if a new task is created with the Outlook Tasks add-in and attachments are added to it, they will be stored here.
Creating task templates #
In ISOPlanner, go to menu Tasks and click the “New task” button to start creating a new template.
Note that while you want to add a template, the first step is to start creating a normal task.
Now start adding all the information to this task, you want to store with your new template.
The name of the task will be the name of the template. You can add:
- A description
- One or more tags – tags will allow you to filter a list of tasks
- Assignment – to whom will tasks based on the template be assigned?
- Checklist – break down the tasks in steps
- Context – link the task to one or more requirements, controls or other items
- Library – add documents which are useful when doing the task, i.e., a procedure
The status and dates won’t be relevant to the template.
When done, open the selection box next to the “Save” button and choose “Save this task as a new template”.
It will now be available to choose in the Outlook Tasks add-in when creating a new task.