Time Tracking in Outlook
Use your Outlook calendar entries directly for time tracking in Vertec
How this feature creates benefits
The Vertec Outlook App allows you to directly import Outlook calendar entries and emails to Vertec. Simply record time and services, activities and even documents smoothly from Outlook without any media disruption. This increases efficiency in your daily work and ensures that relevant information is centrally available in Vertec. The app thus creates an end-to-end connection between Outlook and Vertec. It reduces duplicate work, improves the traceability of communication and appointments, and ensures that services are fully entered.
- Direct transfer of calendar entries as services or activities to Vertec
- Save emails and their attachments in Vertec with just a click
- Seamless connection between Outlook and Vertec for less duplicate work
How it works
Use your Outlook calendar entries for time tracking
Outlook calendar entries can be transferred directly to Vertec as services or activities. The duration of an appointment for example is automatically considered, too. You can even select the corresponding project and phase to assign the entries correctly.
Save emails in Vertec
With just one click, emails from Outlook can be saved as an activity in Vertec while attachments are saved as well. This way, all relevant information on projects and customers is fully documented.
Integration into your everyday work
The Outlook App integrates seamlessly into your familiar work environment and significantly reduces manual effort. Employees can save data directly from their mailboxes or calendars to Vertec without having to switch systems.
Knowledge Base Articles
Outlook App: Operation and use
Prerequisites
Module “Services & CRM”
Related features
Outlook Integration, Outlook Emails in Activity Feed
Frequently asked questions
Can I directly record my services in Vertec through my Outlook calendar?
Yes, Outlook calendar entries can be used for recording services directly in Vertec. The Outlook App detects when an appointment is created or clicked and opens a “+ New service” button. Project, phase and service type can then be selected.
Can I store mails directly in Vertec via Outlook?
Yes, with the Vertec Outlook AppOutlook App, you can assign mails directly to projects or contacts. These are linked in Vertec and automatically saved in the document storage. With the full text search, emails stored in Vertec can be searched by all authorized persons.
Managing contacts and emails with the Vertec Outlook App (Video)
An email is saved as an activity in Vertec directly from Outlook and thus can be made visible to anyone, provided the required user rights are granted. Activities can also be recorded on the go using the Vertec Phone App, while email conversations can easily be saved with Vertec Outlook App.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
Does the Outlook App check for malware when saving my attachments?
No. The Outlook App processes emails including attachments unchanged.
