Prerequisites

Before you begin, ensure you have the following:

● For users, a zipBoard account is required to use this add-in. If your organization doesn't have an account yet, or if you need more information on how to acquire one, please contact our sales team at sales@zipboard.co or visit our website at www.zipboard.co to learn more about our offerings.

● Microsoft Outlook website (Windows or Mac).

The zipBoard Add-in seamlessly integrates with Microsoft Outlook, enabling users to create and manage tasks directly from their email interface. With this powerful tool, you can quickly log tasks, assign priorities, and track progress without leaving your inbox.

Whether you’re managing projects in construction, design, software development, e-learning, or any other industry, this add-in helps streamline your workflow. By signing up for a zipBoard account, you unlock the full potential of integrated task management, ensuring all your projects are efficiently tracked and coordinated within Outlook.

With a zipBoard account, you gain access to:

•Quickly convert emails into tasks.

•Maintain a centralized system for task tracking and updates.

•Improve collaboration by ensuring all team members are on the same page.

•Save time and reduce the risk of missing critical tasks by integrating task management directly into your email workflow.

Note for All Users (Enterprise or Small):

This add-in is designed to support both enterprise and small business users. It includes comprehensive information on how to acquire an account and contact the provider, which will be provided during the first use of the add-in. This ensures that all users receive the necessary support and setup information from the start.

zipBoard AddIn for Outlook

by zipBoard.co