Starting a discussion workspace from Microsoft Outlook

You can start a Groove discussion workspace from your Microsoft Outlook email inbox. All selected email messages and their responses appear in a Discussion tool in the workspace in a corresponding topic/response hierarchy. You can move Outlook messages into a Discussion tool in a new or existing workspace.

Note: New workspaces you create using this feature are Groove 2.5 workspaces. If you want to move an Outlook email thread into a Groove 3.x workspace, create the workspace first and then use the option to start a discussion in an existing workspace.

Starting a discussion in a new workspace

  1. In Outlook, select one or more email messages.

  2. Click Send to Groove - Create New Workspace.

  3. Select options in the Send Outlook Thread to Groove dialog box, and click Next.

    • Enter a name for the workspace in the "Workspace name" text box, or accept the default name.

    • Accept the list of people to invite to the workspace, or remove selected people.

      By default, Groove includes as invitees all people who participated in the Outlook email thread. You can also invite contacts to the workspace after you create it.

  4. Update the email message, if desired, and click Finish.

    Groove creates and opens the new workspace and sends out the invitations via email.

    The new workspace includes:

    • A Discussion tool named "Outlook Discussion" with a standard topic/response hierarchy.

    • A Files tool named "Attachments" which stores any file attachments extracted from the email thread.

    • To:, From:, and Cc: information, as well as original content from the email thread displayed in the body of the discussion entries.

    • Links to attachments stored in the Files tool included under the To:, From:, and Cc: information.

    • A chat log showing information about invitations sent and any errors that were encountered.

     

Start a discussion in an existing workspace

  1. In Outlook, select one or more email messages.

  2. Click Send to Groove - Send to Existing Workspace.

  3. Select options in the Send Outlook Thread to Groove dialog box, and click OK.

    • If there are multiple Groove accounts on your computer, select the account you want from the drop-down list. If there's only one Groove account on this computer, you don't need to select an account.

    • Select the workspace you want from the "Send to space" drop-down list.

    • Select the Discussion tool to which you want to send the Outlook email thread from the "messages" drop-down list.

      The drop-down list includes an alphabetical list of all Discussion tools in the selected workspace.

      If the workspace you selected does not have a Discussion tool, you're instructed to add a Discussion tool before continuing.

      Tip:
      You can add a Discussion tool "on the fly": Click View Groove Space to go to the selected workspace and add the Discussion tool. When you return to Outlook, re-select the workspace from the "Send to Space" drop-down list and the new Discussion tool will appear in the drop-down list of tools.

    • Select an option for sending file attachments from the "files" drop-down list.

      The default option is Attach Files to Discussion entries. If available, you can also select a Files tool in which to place the file attachments. If you prefer not to send file attachments, you can uncheck the Files option.

      Note:
      The Files drop-down list does not appear if the email thread does not contain file attachments.