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Using the Outlook Integration — Users

Contents

Overview

Betterworks has an add-in for Outlook so that you can experience enhanced goal-setting and feedback. It allows you to view and update your goals, view the goals of other people, participate in conversations, and give/receive feedback.

Pre-requisites

  • The Betterworks add-in for Outlook must be installed by a Microsoft administrator within your organization.  
  • Windows 8.1 users must have the Edge WebView2 (Chromium-based) internet browser installed. Internet Explorer is not compatible with the Betterworks Outlook add-in.
  • Windows 10 users must have a minimum version of 1903 and Office 365 client version 16.0.11.629.  

Note: Operating system and/or browser upgrades should be managed by your organization's IT Team.

Configuration

Note: If your Microsoft administrator has made the add-in mandatory or optional, but enabled by default, you don't need to enable it. 

Enable the add-on via the web application

1. Log into Outlook.

2. Select File → Manage Add-ins (or Manage Apps)

Enable the add-on via the desktop application

1. Click the settings icon at the top-right corner of the application.

2. Select Manage Add-ins → My Add-ins → Make updates to Betterworks add-in for Outlook. 

The add-in will be at the very top of the application denoted by the Betterworks ("b") icon. 

Usage

Access the add-in via the web application

1. Open the right-side panel in Outlook and click the Betterworks ("b") icon.

Note: If you don't see the icon, open any email from any colleague in your organization that has a Betterworks account.

2. Click the three dots at the top-right of the email.

3. Click "Login".

4. Enter your Betterworks credentials. 

5. Click "Login" again. 

Note: Be sure to pin the panel for full functionality.

Access the add-in via the desktop application

1. Click the three dots at the top of the window (to the right of the "Sync" option).

Goals & Milestones (aka Objectives & Key Results)

View and update your goals and milestones

1. Open the right-side panel in Outlook and click the Betterworks ("b") icon.

your_goals.png

2. Click on the goal to display the associated milestones.

3. Enter your progress update or add a comment.

4. Click "Update" to save your changes

View the goals and milestones of others

Note: Only public goals and milestones will be visible.

1. Open an email from any colleague in your organization that has a Betterworks account.

2. Click "View More" to display their list of goals.

3. Click on a goal to display the associated milestones.

4. Cheer, nudge, or add a comment. 

other_goals.png

Conversations

View active conversations

1. Click the pop-out icon to view all active conversations or specific conversation details in the Betterworks web application.

conversations.png

Feedback

Request feedback

1. Click "Request".

feedback_options.png

2. Select a template.

3. Select the feedback providers.

4. Click "Request" again. 

request_feedback.png

Give feedback

1. Click "Give"

2. Select a template.

3. Select the user to whom you'd like to give feedback.

4. Enter feedback

5. Click "Send". 

give_feedback.png

Real-time Usage

Quickly update your goals from the add-in.

Open a colleague's email to give/request feedback.

Add agenda topics for an upcoming 1:1.

real_time_1_1s.gif

Troubleshooting

Ensure that:

  • You have the latest version of the add-in installed.
    • You will need to confer with your Microsoft administrator to confirm this. 
  • The add-in is enabled. 
    • If your Microsoft administrator has made the add-in mandatory or optional, but enabled by default, you don't need to enable it.
  • Your Betterworks calendar is in the future.
  • You have entered the correct login credentials.

Note: If you don't see your issue listed above, please reach out to the Betterworks Support Team — support@betterworks.com. 

FAQs

Can I install the Outlook add-in for all users in my organization?

If you are a Microsoft administrator you will have this ability. To learn more, see this article. 

I cannot find the add-in.

You will need to pin it. Open an email from any colleague in your organization that has a Betterworks account and click the pin icon at the top. Now you can find any user profile from the add-in. 

I clicked on an email, but I'm only seeing my own goals.

The email is not from a colleague or the colleague does not have a Betterworks account.

Whose goals will I see if there are multiple colleagues in an email thread?

You'll see the goals of the colleague who responded last. 

Why can't I see my conversations in the add-in?

You can only view your conversations from the add-in if you have active conversations in the Betterworks web application.