TimeSolv has the ability to integrate with Microsoft 365, allowing users to create time entries while viewing/drafting emails and when viewing or creating a calendar event. This integration with Microsoft 365 allows users to add a TimeSolv Add-in within Microsoft 365 to log time spent on emails directly from within the email tool. This helps users capture time for tasks that often go unreported. As well, these emails can be filed under Client & Matter-specific email folders, creating an organized system to access communication between a user and their client. Microsoft 365 being one of the most used software suites in the world, we’ll be exploring its integration features in this week’s Tip of the Week.
TimeSolv offers an Outlook add-in allowing users to create time entries while drafting and editing emails as well as turning calendar events into time entries. When Microsoft 365 users create a calendar event, they’ll have the option to create a time entry associated with the client and matter of their choosing.
Users can also at any time, update an old or existing event to become a time entry in TimeSolv. The TimeSolv Microsoft 365 Add-in means data created in the Microsoft 365 platform can easily be synced over to TimeSolv, eliminating double-entry.
- Create Time Entries in Microsoft 365 – Microsoft 365 is one of the most widely adopted software suites in the world.
- Create Time Entries while Emailing – Time entries created as you draft emails, capturing more billable time.
- Turn Events into Time Entries – Log a calendar event as billable time in TimeSolv as you create the event.
- Organize Correspondence – Quickly organize email communication into client-matter folders in your Outlook.
For more information on how to get yourself set up with our Microsoft 365 integration, click here.
If you’d like to contact TimeSolv support for help, please call 1.800.715.1284 or schedule a FREE 30-minute session now!