Turn email and chat requests into project work withone click.

Create a task or issue from Outlook, Gmail, Slack, or Teams. Project Insight carries the conversation and key details into the right project so the work can be assigned, prioritized, scheduled, and reported on.
Outlook, Gmail, Slack, and Microsoft Teams integrations with Project Insight
MOVE EMAIL INTO THE PLAN

Create project work without leaving your inbox.

  • Turn an Outlook or Gmail email into a task or issue with one click.
  • Keep attachments, inline images, the sender, subject, and a link to the original email.
  • Choose the project, assignee, due date, priority, and other work details as you create it.
  • Use templates and custom fields to collect the information your process requires.
  • Reply to an email notification to add your response to the task or issue.
Create a Project Insight issue from an email
MOVE CHAT INTO THE PLAN

Turn messages into work before they disappear in a thread.

  • Create tasks, issues, or follow-ups from Slack messages without retyping them.
  • Send work from Microsoft Teams conversations into Project Insight for assignment and tracking.
  • Keep the message context and related files with the work item.
  • Bring requests from email and chat into the same project reporting system.
  • Give teams one place to prioritize requests and follow them through completion.
DIFFERENTIATORS

What sets Project Insight's email and messaging integrations apart?

Many work management tools can create a task from an email or chat message. Project Insight brings Outlook, Gmail, Slack, and Teams into one project intake workflow, creates either a task or an issue, keeps the source context with the work, and connects every request to project and portfolio reporting.

  • One intake path for email and chat: Move requests from Outlook, Gmail, Slack, and Teams into the same project system.
  • Create the right kind of work: Turn a conversation into a project task, issue, or follow-up instead of forcing every request into a generic item.
  • Keep the original context: Carry the message, sender, subject, attachments, images, and source link into Project Insight where supported.
  • Place work in the plan immediately: Select the project, assignee, due date, priority, template, and custom fields during intake.
  • Track requests beyond the inbox: Prioritize, schedule, manage, and report on communication-driven work with the rest of the project portfolio.
Key email and messaging integration capabilities compared across Project Insight, monday.com, Asana, Smartsheet, Jira, and ClickUp.
Key Email & Messaging Integration Capability Project Insight monday.com Asana Smartsheet Jira ClickUp
Create work directly from Outlook and Gmail Yes: One-click task or issue creation from both Yes: Native Outlook and Gmail integrations Yes: Native add-ins for Outlook and Gmail Yes: Native add-ins create or update sheet rows Partial: Official Outlook app; Gmail requires a Marketplace app Yes: Outlook add-in and Gmail Chrome extension
Turn a Slack message into work Yes: Create tasks, issues, or follow-ups Yes: Create items and updates from Slack Yes: Turn a message into a task No: Notifications and requests; no direct message-to-row intake Yes: Create, assign, and update work items Yes: Create tasks from channels or direct messages
Turn a Teams message into work Yes: Create tasks or issues from Teams conversations Partial: Create items through the Teams app, not from a selected message Yes: Create and assign tasks from chats and channels No: Embed and update sheets; no direct message-to-row intake Yes: Create a work item from a selected message Yes: Create tasks from channels or selected messages
Create either a project task or an issue Yes: Choose the native work type during intake Partial: Board items model different kinds of work Partial: Tasks and custom task types Partial: Sheet rows model different kinds of work Yes: Choose from configured Jira work types Partial: Tasks and custom task types
Keep source context and files with the work Yes: Message, sender, subject, files, images, and source link Partial: Varies by integration; Outlook automation excludes files Partial: Email and message context; capture varies by integration Partial: Email content and files; chat is notification-focused Partial: Strong Outlook and Slack context; Teams captures one message Yes: Attach emails and chat messages with source links
Set project and work fields during intake Yes: Project, assignee, due date, priority, template, and custom fields Partial: Map selected board columns through integration recipes Partial: Project, assignee, and due date; options vary by integration Partial: Map email content into selected sheet columns Yes: Project, work type, assignee, priority, and configured fields Partial: List and core task details; options vary by integration
Reply by email to add a work-item comment Yes: Reply appends to the task or issue conversation Partial: Direct reply is limited by email provider and workflow Yes: Reply to a task notification to comment Partial: Reply works for comment notifications, not every alert Partial: Supported when incoming mail handlers are configured Partial: Add comments through a task-specific email address