Teamwork Projects + Microsoft Office Integration Will Simplify Your Workflow

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Integrations are an important part of our business. We love making our products work with apps that already exist so you can work seamlessly from a project to an email to a task list– and more.  

Last year we created an in-house integrations team so that we can build amazing add-ons to Teamwork Projects that aren’t already available in the existing framework. We’re dedicated to making these “extras” a standard part of our software for users. So far, the Integrations Team  has created a Document Editor for editing files and a OneDrive for Business Integration for storing and sharing your work files.

What’s New?

Our latest addition is a beautiful add-in with Microsoft Office that’s available to Windows users. Now you can easily action any item in your Teamwork Projects site directly from your Microsoft Office suite without leaving the application that you’re in.

Microsoft Office Integration

Once downloaded, this latest integration will work in a number of the apps in the MS Office suite: Word, Excel, Publisher, PowerPoint, Visio, Project, Outlook. For the purpose of this example, we’ll zone in on MS Word–but don’t worry, we’ve got lots of videos that will help you discover this integration with the other Office apps.

After opening a new Word doc, you’ll see a menu bar, as usual. Next to the “view” option is a tab called “Teamwork.” Click this tab to see your options.

Microsoft Office Integration
From here, you can open your Teamwork Projects site, update a status or add a project, and add task lists or tasks. This is particularly useful if you have a bunch of action items which you need to manage for the doc. You’ll also skip the hassle of switching back and forth between apps.

If you have the required permissions to access templates within your Teamwork Projects site, you can use them to create task lists through the add-in. If you’re a frequent MS Office user, you can probably see how this will really help to automate your workflow.

If you have important information that you need to document, you can even add a notebook or a message. By selecting the “use current document” button you can automatically convert the content of that document to a notebook without using copy or paste.

Microsoft Office Integration

 

If you’re creating a message, then you can attach the active document to that message. You can also add links to Teamwork Projects from your MS Office suite. All of this is really useful for adding context to data you’re uploading.

Key Timesaving Features

One of the great features of this integration is the ability to stop, pause and log your time using the Teamwork Timer as you work. Now, whether you’re writing a doc, creating a presentation, using your email or working on a spreadsheet you can log your time against a specific task.

This timer is applicable to each document, so there’s no need to manually start and stop timers. If you’re working in one document and need to switch to another, your timer will automatically pause and start in the document which you have changed to so you can easily log time across multiple documents.

This gives you a nice method of comparison and shows you where you spent most of your time. It’ll prove useful too for estimating time on similar tasks going forward.

The core functionality of this integration is the same in each of the MS Office apps, but there a few exceptions due to the nature of the app you’re using. For instance, when you’re assigning a task from Outlook, the subject of the email will default to the name of the task and the email content will end up in the description of that task. The sender of the email will be added as a follower on the task and it will be assigned to the recipient of the email.

It’s easy to get bogged down with lists that keep coming into your email inbox and having to manually record these tasks somewhere else – we’ve all been there, so if you still rely heavily on email, this latest addition will change your life! If the detail in the task doesn’t suit you, you can always adjust it manually. All of this is available to our users on the small office payment plan and higher.

But Wait, There’s More!

We’re not finished just yet! The crowning jewel of this add-in is the functionality we’ve added between Microsoft Project and Teamwork Projects. You can now import from and export directly to Microsoft Project to Teamwork Projects. No more manually creating the project! It’s hassle free, and promises to save loads of time and effort.

Another nice perk with this feature is the ability to export your projects from Teamwork Projects into MS Project, and any changes that you make here can be imported back into Teamwork Projects.

This feature is available to users on our Professional plan and higher. Users on the old Office plan, it is available to you, too. The add-in can be used with MS Office 2013 or newer, Office 365 Desktop installation is supported.

Want to learn more? Our support team has created this article from our help docs site to help get you started. It’s useful to note that you can add different MS Office accounts for different Teamwork Projects sites. In other words, if you have both US- and European-hosted sites, everything works smoothly.

Want to get started? Download from our website now or via the Integrations section in your Teamwork Projects site through the My Profile tab.

 

Stay Tuned…

We’re very excited about the benefits this integration will bring to you and we have so many more exciting things planned for this year.

Are there any integrations in particular that could really help you work better? Will this latest addition help you get more organized? Can we improve it even further? 
Let us know. We’d love your feedback in the comments below.

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81 Comments

Ken Wilkinson

Does this work with Office for Macs? I tried to open the download but it won’t open. IF this is the issue, can I download it on a PC, link it between O365 and my Teamwork account and then use it from my Mac?

Thank you,

Reply
Tim Cadenbach

Hey Ken,
im afraid there is no MAC version.
Microsoft does not offer the capabilities for this at this point.

The Version we currently have only works for Windows Desktop.

Sorry that i can not give you any other answer.

Reply
JJ Sereday

Oh man I was so excited to hear the news, only to find out no support for Mac. What capabilities are needed for this to work? I’ll hound Microsoft to allow support.

Reply
Tim Cadenbach

Hey JJ,
yea sorry. The Add-In is based on .Net and Visual Studio tools for office.
Both is not available for mac or only limited versions.

Microsoft has plans to extend that but they did not give any date.

Reply
Magne

Can’t get it to work on Windows server 2012 with terminal server (Windows 7) and net 4.6.2. It is installing Ok, but all withe screen when pressing the Teamwork botton in Word 2016 from terminal server Window.
The .com is active in the addin for all office Product ?

Reply
Tim Cadenbach

Hi,
thanks for telling us.

While it should be possible to run the Add-In on a Windows Server 2012,
there might be issues with that we currently are not aware of.
Can you please contact our support at support@teamwork.com ?

We will try to help you as fast as we can.

Reply
Magne

Solved by the Teamwork team..Faster then light .. Now it is Working also on Windows server 2012 terminal server.

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Arden

This would be amazing! While I understand that The Teamwork Team offers their version of Microsoft Teams, I think this would still be a worthy goal to do.

Reply
Nena Dion

I have downloaded the app, but cannot get it to show up? – (I see the Teamwork button on my tool bar, but that’s it….I have Windows 10

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Rene Sietses

Hi Tim,

Installed this new solution, but i don’t see the login screen to connect with our TW account? So its only showing an empty menu bar.

Regards,
Rene

Reply
Tim Cadenbach

Hey Rene,
just restart your office application.
It will ask you for an update afterwards.

After installing the update everything should work as expected.

Reply
Rene Sietses

Hi Tim,

I restarted the office app, logged out, then installed the plugin. works fine after restarting office app 🙂

Regards Rene

Reply
jorge corujo

The Microsoft project app do works with holidays and weekends.

Do your app now understand and takes care of the weekend and holidays?

Reply
Florante

I have successfully installed the add in and it’s working perfectly. I know that there are a lot more good things to come since this is the early version. Hopefully, you could add the ability to view tasks from within Outlook and tick them off as you complete. I think that would be really useful and time saving.

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David Poindexter

@Florante – that feature would be awesome. We have utilized Yoxel for this synchronization for a while now and it works great. So, it may be something you want to look into while that feature is being added to this new MS Office integration.

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Bruce

I concur. It would be very helpful if you were to add the ability to view tasks from within Outlook and mark them completed as well!

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Richard

Sounds great, but no good for me as I am not on the Professional Plan. Also, on checking the pricing page, it has all changed…when was this announced or was it just slipped in???

Reply
Leanne King

Hi Richard,

We changed our pricing at the end of last August. Anyone who was on the older plans will still have the plan options that were available to them the first day they signed up.

Leanne

Reply
Mike

How do you download the actual .exe? When I click ‘Try it Now’ I get prompted to try Teamwork. But I’m already using Teamwork.

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Tim Cadenbach

Hey Mike,
when you open Teamwork Projects, go to your profile (click on your picture on top right).
Within your profile you’ll find the integrations Tab.

You can download the add-in from there.

Tim

Reply
Pat Hughes

That’s great, team! I look forward to exploring this integration – should be a big help.

Can I suggest that work begin on slimming down the Outlook appearance of the add-in? The add-in pane currently occupies about 1/3 of the app window width in order for all icons to be accessible, and since all seem to invoke pop-up windows for subsequent action, there’s no need for the pane to be this large.

Something much slimmer will have a greater chance of staying open in my Outlook session.

Reply
Leanne King

Hi Pat,

Thanks for the comment. I think that’s a fair point. We’ll definitely see if we can improve this.

Leanne

Reply
Tim Cadenbach

Hey Pat,
once you are logged in you can even keep the add-in pane closed all the time and just use the icons in the ribbon bar.

The pane is just for people that like to use it but all actions are available from the ribbon bar also.

However, as Leanne said, we’ll definitely look into that.

Regards,
Tim

Reply
Laura Juarez

Yes Please! An integration with onenote would be a powerful enhancement. Onenote’s multi-layered organization is more productive than a simple notebook concept.

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Nick

Is there a plan to add the “Trusted Publisher” to the add-in such that it can pass enterprise security restrictions?

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Jaclyn

This is great (except for MAC part). But what about just excel in general? Is there a way to download the gantt chart as an excel file yet? For those of us who do not have Microsoft Project. Really need something we can download and share with clients easily.

Reply
Tim Cadenbach

Hey Jaclyn,
we currently do not have something pre-made for this.
However, we have a few plans of adding a feature for Excel.
I just can not tell you any date on this.

Tim

Reply
David MacKnight

Hi,
I’m trying to add tasks and subtasks from Outlook but they are not getting added. I can see my project, tasks, and parent tasks, but what I enter in Outlook is not showing up on the web.

thanks,
Dave

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David MacKnight

Each time I close MSWord, I get a dialog box with the following:

‘TeamworkProjectsOffice’ has fired an exception. Click the ‘Details’ button to see the detailed information about the error.

The Details are:
Detailed technical information follows:

(Inner Exception)
Date and Time: 2/27/2017 12:47:08 PM
Machine Name: LAPTOP-AVEGUCH6
IP Address: fe80::99c9:e4c2:2d29:70d9%8
Current User: LAPTOP-AVEGUCH6\DMack

Application Domain: C:\Users\DMack\AppData\Local\Apps\2.0\69R6WM3K.XMR\X0Z6380R.EWN\team..fice_6f7f48a6229e197c_0001.0000_7e32e59e3a787935\
Assembly Codebase: file:///C:/WINDOWS/assembly/GAC_MSIL/Microsoft.Office.Interop.Word/15.0.0.0__71e9bce111e9429c/Microsoft.Office.Interop.Word.dll
Assembly Full Name: Microsoft.Office.Interop.Word, Version=15.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c
Assembly Version: 15.0.0.0

Exception Source: Microsoft Word
Exception Type: System.Runtime.InteropServices.COMException
Exception Message: This command is not available because no document is open.
Exception Target Site: get_ActiveDocument

—- Stack Trace —-
Microsoft.Office.Interop.Word.ApplicationClass.get_ActiveDocument()
Microsoft.Office.Interop.Word.dll: N 00000 (0x0) JIT
TeamworkProjectsOffice.AddinModule.AdxWordAppEvents1_DocumentBeforeSave(sender As Object, e As ADXHostBeforeSaveEventArgs)
AddinModuleTimer.cs: line 0120, col 17, IL 0035 (0x23)
AddinExpress.MSO.ADXWordAppEvents.DoDocumentBeforeSave(doc As Object, saveAsUI As Boolean&, cancel As Boolean&)
Microsoft.Office.Interop.Word.dll: N 0028 (0x1C) IL

(Outer Exception)
Date and Time: 2/27/2017 12:47:08 PM
Machine Name: LAPTOP-AVEGUCH6
IP Address: fe80::99c9:e4c2:2d29:70d9%8
Current User: LAPTOP-AVEGUCH6\DMack

Application Domain: C:\Users\DMack\AppData\Local\Apps\2.0\69R6WM3K.XMR\X0Z6380R.EWN\team..fice_6f7f48a6229e197c_0001.0000_7e32e59e3a787935\
Assembly Codebase: file:///C:/Users/DMack/AppData/Local/Apps/2.0/69R6WM3K.XMR/X0Z6380R.EWN/team..fice_6f7f48a6229e197c_0001.0000_7e32e59e3a787935/AddinExpress.MSO.2005.DLL
Assembly Full Name: AddinExpress.MSO.2005, Version=8.4.4395.0, Culture=neutral, PublicKeyToken=4416dd98f0861965
Assembly Version: 8.4.4395.0

Exception Source:
Exception Type: AddinExpress.MSO.ADXExternalException
Exception Message: An error has occurred in the code of the add-in.

—- Stack Trace —-

Reply
Leanne King

Hi David,

Sorry to hear you’ve had some issues with this. We pushed a new update this morning that should fix any problems with the integration. You should be all sorted now.

Leanne

Reply
Frans

Although it might seem old fashioned, there are still people and businesses out there that do NOT use O365. So it might be a good thing to enlighten in your blog for which versions of MS Office the add in will work.
And now I come to my burning question… Does it work with office 2010?? And am I correct that it does not work with the small office plan ?

Reply
Tim Cadenbach

Hi,
it is available for all Office 2013 and 2016 versions even those purchased as stand alone. You do not need Office365. 2010 is not supported however.

Reply
Paul Cannon

This is super cool and I hate to be critical. In MS Project, it looks like it doesn’t show sub-tasks in Teamwork properly, only showing one level down. It would be even better if we could drill down into sub-tasks and sub-sub-tasks …

Reply
Nigel

This is fantastic news! Given how central Office is to our workflow (Outlook, Word, Excel, OneNote, etc), it is great that this is now integrated. Shame about Mac though.

Being a first release, a few bugs standing out – having to resize the window or hover over the icons when opening the side bar to get them to show properly (appear all white at first), text not being centered/being cut off in the popups etc, but am quite excited about this!!

One glaring omission is the ability to create events that get added to the calendar! We use Teamwork calendar exclusively now, so being able to add an event from Outlook would be fantastic!

Reply
Leanne King

Hi Nigel,

Cheers for the comment 🙂 As a Mac user I agree. Unfortunately, Microsoft don’t offer the capabilities for it at this point. Should that change, we’ll definitely look into creating this integration for Mac. Regarding the bugs – sorry to hear you had some trouble. We pushed a new updated this morning so those issues should be sorted now. As for Outlook calendar – it’s coming down the line. We’ll keep improving this integration.

Hope this helps!

Leanne

Reply
Nigel

Hi Leanne and Tim

Thanks for the comments. It’s one thing I’ve loved about you guys – how responsive you are to customer feedback.

I wasn’t actually talking about Outlook calendar integration – just simply being able to “Add Event” to the Teamwork calendar from the Teamwork Office Integration. (The Chrome extension has it)

Cheers

Nigel

Reply
Amy

Tim, Can I be put on a list to be notified when you add an Outlook integration? I’m very interested in this product, and the notification through Outlook would be a key point for me to “sell” this to our executive management team. Do I understand correctly that even if the Outlook feature was added, Outlook for Mac would still be excluded? (I’m hoping that’s not the case, since our design team uses Mac exclusively.) If Mac Outlook is excluded, what solutions are there for teams that comprise PC and Mac users?

Leanne King

Hi Amy,

Sure, we’ll do a feature announcement post on this when it happens. If you subscribe to our updates through the form on the right hand side of this post you’ll be on the list. The good news is that the version Tim is planning at the moment has Mac in it.

Hope this helps!

Leanne

Peter Bergh

This looks great! But doesn’t work with the Personal Subscription, SAD! Didn’t see that in the blog post.

Reply
Leanne King

Hi Peter,

Thanks for taking the time to comment. In the post we mention that this integration is available on Small Office price plans and higher. The exception to this is the MS Project feature which is available on Professional price plans and up.

Have a great day!

Leanne

Reply
Julie Wiggins

Just tried it out, this is awesome. Now I can get move outstanding emails to tasks. It’s a little weird with having to resize the window when opening sidebar, it would be great if icons weren’t so big on the sidebar, with the reading pane in outlook, the sidebar gets cutoff.

Reply
Jen Alluisi

This is WONDERFUL, thank you! The only glitch we’ve noticed is that when we add a task from an Office application (O365), no matter what due date we select, it fills in today’s date when you actually check it on the website.

Reply
Leanne King

Hi Jen,

Really glad to hear you like this latest addition 🙂 Thanks for pointing that out. We’ll get right on that.

Have a great weekend,

Leanne

Reply
Jen Alluisi

One more suggestion! I *love* the sidebar in Outlook where I can create a new project, task list, task, log time, etc. The one thing I would love to be able to do there in addition to these things is view my assigned tasks, sorted by due date (though if you could give people the option to sort by whatever they want, that would work too). For example, the screen I use the absolute MOST in web-based Teamwork is the Everything page, All Active Tasks, assigned to me, and sorted by due date. This gives me a to-do list that is not necessarily tied to a specific project – very useful since I actively work on so many projects in our organization, and there are often competing due dates. It’s much better to see what is due for EVERYTHING for that day than to have to visit each project individually…and making it so that I could see that (and check off tasks) in my Outlook sidebar would be the most amazing thing you could do for me as a user right now.

Reply
Leanne King

Hi Michelle,

The integration will work on two different sites as long as both sites are on the Small Office plan.

Hope this helps!

Leanne

Reply
Lyena

I installed the app, but it would not work with my login. Eventually, figured out that I need to have Business or Enterprise account. Is that right? How do I un-install the app? It shows up everywhere, asking me to log in.

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Leanne King

Hi Lyena,

Thanks for your comment. You would need to be on the Small Office price plan. For the MS Project part of this integration you will need to be on the Professional price plan.

To uninstall, go to Start- Control Panel-Add or Remove Program-Remove

Hope this helps!

Leanne

Reply
Heather Williams

Every time I try to login (I’ve tried in both Word and Outlook) I get an error message: “Something went wrong logging you in. Please try again.”

I’m wondering if this is because I have multiple accounts associated with my email? I am logging in with my email and password that our on the Business Plan.

Reply
Peter Coppinger

Hi Heather, sorry about that – there were some unexpected problems when we released this but we have them fixed now. If you are still having problems could you email us at support@teamwork.com. Thanks.

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Randall

Would love OneNote integration, too, please!? OneNote is an underrated tool in the suite that’s a life changer for PM’s. We use OneNote to link our meetings and from OneNote create tasks. Eliminating the need to go back to OneNote and do this manually would be a great feature.

Reply
Leanne King

Hi Randall,

Thanks for the comment. I’ll add your request as a +1 here and share with the integrations team.

Have a great day!

Leanne

Reply
Leanne King

Hi Chong,

I’m afraid the add-in can only be used with MS Office 2013 or newer.

Leanne

Reply
Mike

I’m wondering if you support “co-authoring”. Our teams would benefit greatly from eliminating hand-offs.

If not, can you tell if there is a check-in/check-out feature.

Reply
Leanne King

Hi Mike,

Unfortunately, we do not have that feature at the moment but it is something we will work on in the future.

Leanne

Reply
Wellman Noe DE la CRuz

I have integrated With oulook, but it doesnt show my already created projects. I can only create them in the App but it doesnt show my old projects so i can not use the funtionallity to update projects

Reply
Peter

We make heavy use of OneNote. So please extend your add-in to OneNote. That would be awesome!

Reply
Leanne King

Hi Peter,

Thanks for your suggestion. I’ll add it here as a +1 with the integrations team.

Leanne

Reply
Angela

I upgraded my account to Small Office and downloaded a trial version of Microsoft Project Professional to make sure that I like the way they are integrated. I downloaded and installed the addon for the integration. But when I login to teamworkprojects from Microsoft Project I get: “this account can not be used for the add-in. Teamwork Projects Office is only available for Small Office or higher plans. MS Project is only available from Professional plan”

Is this because MS Office is on a trial basis? Or is there another factor?

Reply
Leanne King

Hi Angela,

Thanks for your comment. MS Project is tied to the professional price plan so you wouldn’t be able to access it on the small office plan. The MS Office integration is on the small office plan. If you’re still on atrial, you can drop an email to support@teamwork.com and we can get you a trial on the MS Project feature.

Leanne

Reply
Nancy

Hello!
Any plans of integration with Microsoft Teams?
I see all the major competitors have done so already…
Asana
Trello
Wrike
Smartsheet
etc…

Reply

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