Features and Usage of the “Perfony for Outlook” Add-in

Once you’re signed in (see ” Install the Perfony Add-in for Outlook”)   , you can open the Perfony panel at any time by clicking the icon on the Outlook ribbon.

The Perfony add-in for Outlook will allow you to create and view links between your Perfony account and:

• Your Outlook emails: Turn an Outlook email into an action in Perfony and manage your Perfony actions from a sidebar in Outlook
• Your Outlook Meetings: Sync Your Outlook Meetings with Your Perfony Account

1. Convert an Outlook email into a Perfony action

There are three main subfeatures, which appear as tabs at the top of the Perfony panel in Outlook:

• Manage Your Action Plan
• Turn an email into a Perfony action
• View and respond to comments on your Perfony actions.

Manage Your Perfony Action Plan from Outlook

The first of the three tabs, it allows you to manage your action plan—that is, the list of tasks you need to complete or oversee, including any delays, priorities, progress, and task dependencies.

At the top, a drop-down menu lets you change how your actions are sorted based on the following settings:

• Name of the share
• State of progress
• Priority
• Expiry date
• Name of the attachment file.

Turn an email into an action in your Perfony

 The second tab in the Perfony panel for Outlook lets you add a new Perfony action from within Outlook with a single click.

This is a very handy feature when you receive a message asking you to perform or have performed a certain action.

Clicking on the tab will bring up a pre-filled action creation form. The subject of the mail is proposed as the title of the action and the content of the mail is added to the additional information of the action.

You can edit these suggestions, on the one hand, and add additional information, on the other:

• A priority
• A deadline
• A manager
• An attachment file (by default, the action will be added to your Todo)

Click “Create,” and you’re done. To be sure, go back to the “My Actions” tab in the “Perfony for Outlook” panel—your action should already appear there (provided you are the one responsible for it).

View and respond to comments on your Perfony actions

It is necessary to make sure a small adjustment is made in order to operate this tab.

Go to your Perfony dashboard (you can use the link in the lower-right corner of the “Perfony for Outlook” panel), then access the preferences menu by clicking on your avatar and select “Email Alerts.”

Make sure that email notifications for adding comments are enabled.

Now that this has been verified, let’s go back to the “Perfony” pane in Outlook.

The third tab, “Comments,” is only active in emails notifying you of a new comment about you on Perfony.

This tab lets you view the entire history of comments related to your actions and reply to them without having to leave your email inbox.

2. Sync your Outlook meetings with your Perfony account

When you create or edit a calendar event in Outlook, the “Perfony” add-in automatically opens a dedicated pane that lets you sync that event with a Perfony meeting—without switching screens.

How It Works

When you open an event (new or existing) in your Outlook calendar, the Perfony panel appears on the right-hand side with a toggle button labeled “Meeting synchronized in Perfony.”

① the “Meeting synchronized in Perfony” toggle at the top of the panel, ② the summary section.

This toggle is enabled by default for each new event: as soon as you fill in the standard Outlook fields (title, time, attendees, video link), Perfony automatically uses them to create the corresponding meeting.

The panel accurately displays the information from the Outlook event, including the organizer and the list of invited participants.

A “Perfony” link at the bottom of the panel opens the corresponding Perfony page directly.

Turn off synchronization

If you don’t want a specific Outlook meeting to become a Perfony meeting (for example, a personal or external appointment), simply turn off the toggle: the Outlook event will then no longer be synced with Perfony—the existing Perfony meeting will not be synced with any subsequent changes to that event.

💡 Tip: You can enable or disable synchronization at any time by reopening the event in Outlook, as long as the meeting hasn’t been closed yet on the Perfony side.

What Happens Next

Once the meeting has been created in Perfony using this process, you’ll find it in the Meetings menu just like any other meeting—including the agenda, minutes, action plan, etc.—and you’ll be able to use Perfony and its features for your meeting.