Birdview PSA Outlook Add-In for Desktop

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Easy Projects Outlook Add-In
Use Cases
Features
Testimonials
Prices

Perfect for project tracking, task checking, quick task updating and attaching files without leaving Outlook.

Two-ways synchronization
Project and task management
Convert and link emails with activities
Time tracking

TRY NOW

Birdview PSA Outlook Add-In for Desktop

Perfect for project tracking, task checking, quick task updating and attaching files without leaving Outlook.

Two-ways synchronization
Project and task management
Convert and link emails with activities
Time tracking

TRY NOW

Use Cases

Use cases for different members of your team

Support Agent

Convert and link emails into tasks. Your reply on a linked email will be attached to the corresponding task.

Project Manager

Get tight control over project status. View task hierarchy and sync tasks with your personal calendar.

Office Employee

Quickly get to-do list notifications. Use weekly logs feature to create time reports faster.

Consultant

Accurately control the time expended on consulting by email. Issue additional bills for this time, which is often left unrecorded.

Meet Mike!

He gets lots of emails and uses Birdview PSA to keep tack of all his tasks and assignments

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Explore Our Features

Everyday we work hard to make our add-in better

Two-Way
Sync

Sync native Outlook tasks and folders

Task Management

Easy way to manage your teamwork

Time
Tracking

Automated time tracking of email processing time

Linked
Emails

Emails converting and linking with activities

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Sync projects and tasks

Import Birdview PSA items into native Outlook tasks and folders.Tasks are displayed hierarchically inside project folders. Use Outlook flexibility to configure view mode and task filtering.

Tasks-to-calendar import

Birdview PSA tasks that is assigned to you will be imported to the Outlook calendar.

Calendar-to-project export

Choose calendar and specify destination project. Convert meetings and appointments into tasks.

Project and task management

Create and update teamwork items right from Outlook.

Manage members, files, time logs, custom fields etc.

Weekly time logs

Form your weekly time logs in convenient window. One week - one record. 2 minutes to fill.

Mailwork time tracking

Automatically log time spent on mailwork.

Testimonials

The Outlook Add-In is a brilliant addition to the Birdview PSA platform. This has GREATLY REDUCED the time it takes us to enter tasks as we can now convert an email to a task with attachments and all. From one software developer to another this is a very well developed module and your support has been top notch. We recommend this Add-In to all users.Everything should be made as simple as possible, but not simpler.

Isaac Amor

Isaac Amor

Start managing your Birdview PSA tasks in Outlook, now!

Download for free and start our trial version.

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Prices

Call us at 1-888-261-9878 if you have any questions

Free

for personal use

-

read-only functional

DOWNLOAD

Professional

per one user/year

$67.20

full functional
priority support
saving 20% off

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Enterprise

for business

?

custom terms

GET A QUOTE

Free

for personal use

-

read-only functional

DOWNLOAD

Professional

per one user/month

$7.00

full functional
online support

ORDER NOW

Enterprise

for business

?

custom terms

GET A QUOTE

No questions asked 30-day money back guarantee.

Last Updates

18 January 2024

3.7.13

Fix: The parent box does not display the task name

23 October 2023

3.7.9

Updating links to resources
Updating the User Guide
Updating the license service
Added support for a new custom field

24 February 2023

3.7.4

Milestone column
Rebrand/rename/logo EP to Birdview

16 February 2023

3.7.3

SSO (Single Sign-on)
Teams feature added
Milestones feature added

23 November 2022

3.5.18

NET Framework 4.8
Licensing service updates
Fix: Installer in-place upgrade not replacing the old files on some environments

30 September 2022

3.5.17

Added feature of recognizing different workflows while creating a new project.

6 June 2022

3.5.14

Fixed workflow statuses appearance according to the linked project.
Fixed adding attachments while converting an email to an EasyProjects activity with a Linked Pane.
Updated User Guide.

24 Mar 2022

3.5.10

Fixed an activity appearance in My Issues folder after revealing the closed activity back to active status
Fixed ability to make activity unassigned
Fixed doubling warning messages while closing an unsaved issue with Easy Projects Pane
Fixed doubling warning messages appearance while closing Outlook with unsaved activity
Fixed warning messages appearance while Resetting Data Store
Fixed critical window exceptions

1 Feb 2022

3.5.4

Fixed collision with postponed emails rule

24 Jun 2019

3.2.11

Own Outlook Store by default
Fixed usage of local database for cache
Fixed installation

22 Feb 2019

3.2.7

Upgraded .NET Framework (fixed TLS/SSL)
Updated third-party components

21 Jan 2019

3.2.2

Billing Settings
Display Is Billed in folders
Fixed assignee disappear after select a project
Fixed full sync behavior if project was renamed or deleted
Fixed error about connection was aborted for specific configuration

24 Dec 2018

3.1.3

Fixed error TargetInvocationException: StoreClass.GetDefaultFolder

25 Oct 2018

3.1.2

Outgoing email attached to the issue (If configured in Settings)
Fixed date and number formats for specific localizations
Fixed OutOfMemoryException while licensing identifier