Project Monitor integration with Microsoft Outlook
How to Send emails via Outlook with new tasks in Project Monitor
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send emails via Outlook with new tasks in Project Monitor" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Project Monitor integrations
Project Monitor actions
Nekton can use any feature that is available in Project Monitor API.
Using our advanced AI, you can easily create custom automations for Project Monitor.
Here are some typical actions you can do in your automated workflows.
Create Project
Creates a new Project Monitor project.
Update Project
Updates a PM project that had been created via the API.
Update Tasks State
Update the state of the tasks of the given project and phase, from the source state to the target state.
Create Task
Creates a new Project Monitor task.
Update Task
Updates a PM task that had been created via the API.
Get Version
Returns the installed version of Project Monitor.
About Project Monitor
Project Monitor is a PPM software that aims to manage your portfolios for all kinds of projects/sectors. Control the entire lifecycle, from request management to project execution. Measure progress on your team's workload and save time with a data-driven dashboard.