Outlook Work Allocation Tool - Business Version

About the Tool

Outlook Work Allocation Tool is an Excel and Outlook based VBA tool which helps to allocate and manage work received through emails. The tool can be saved in a common place in SharePoint/OneDrive where multiple users can open the tool at the same time. Tool has inbuild dashboard and configurations to manage it effectively.

Tool Features

• Multiple Configurations: Configure the tool and use it as per your requirements. Configurations available for Outlook Folder, Sub-Folders, Older Emails, Email Categorization, Admin password, Email Types, Status and User Management.
• Login Enabled: All users and required to login into the tool to access their respective sheets. This helps to control modifying other user’s data.
• Outlook Integration: Tool has capability to read emails from Outlook and list them in Admin sheet for allocation. You can also use optional feature to sync transaction status or allocated to details in Outlook email category.
• Easily Allocate and Get Latest Status: Allocate emails directly from excel sheet. To get latest status, simply click on a button.
• Filter Emails: Use the pre-defined filters to easily identify recent updates, In-Progress, Un-allocated or Completed Cases
• Archive Older Items: Get rid of older items by archiving them to new file and remove from admin sheet.
• Monitor progress through interactive dashboard: You can monitor progress using pre-defined charts and pivot tables.
• Compatible with online platforms: You can use SharePoint, OneDrive, Teams or any other shared path where all users can access and open the file at the same time.

Benefits

• Easily and efficiently manage work received through emails.
• Get real time processing status along with status history and time taken to process an email.
• Saves huge amount of time, avoid un-necessary email conversations, consolidation, reporting and monitoring by using centralized tool in place.

System Requirements

• Installed version of MS Excel 2016 or above
• Installed version of MS Outlook 2016 or above