Using the “Perfony for Outlook” add-in

Once you’re logged in, as we saw in the section ” Install the Perfony Add-in for Outlook ,” you can open the Perfony panel at any time by clicking the icon on the Outlook ribbon.

1. Create a Perfony action directly from an Outlook email

This add-in offers three main features, which are displayed 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 selector allows you to change the sorting of your actions according to the following parameters:

• 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 have the possibility to modify these proposals on the one hand, and to add other information on the other hand:

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

Click on “Create” and it’s done. To be sure, go back to the “My actions” tab of the “Perfony for Outlook” panel, your action already appears there (if you are the person in charge of 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. Create a Perfony meeting directly from Outlook

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 block (title, times, video link, chairperson, participants)

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: title, start and end dates/times, duration, location or video conference link (such as Teams), the organizer listed as the chairperson, 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 event 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—and any subsequent changes to that event will not be synced with the existing Perfony meeting.

💡 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: agenda, minutes, action plan, etc.