Receive Project Updates via Outlook Mail

Monitor project milestones and deadlines through automated email alerts, and automatically notify clients of project progress and task completions through Outlook emails.

This tutorial will guide you through the process of receiving project updates via Outlook Mail using Kroolo Projects, designed for users of all levels. Here's what you need to do👇

Start by navigating to the project section. Click on 'Projects' located on the left side of the screen.

Open the project where you want to set up email updates. Click on 'Automation'.

Click on 'Browse'. The goal is to set up an automation that sends an email update to Outlook.

Scroll to the bottom to find the 'Outlook' option.

Browse through the templates. Choose the template that sends an email to Outlook when a task is completed.

Select the template.

Click on 'Connect with Outlook'.

Click on 'Accept' to confirm the connection with Outlook.

Once the mail is connected, add the desired mail content.

Click on 'Save' after reviewing the task finished settings. An active automation will be set up.

Mark the task as done to trigger the automation.

Check the email address connected to Outlook. Click on the new email from Kroolo.

A URL will be provided in the email to directly access the specific project.

This is how to receive mail updates on Outlook mail through Kroolo.