Browser extension, Outlook add-in and Gmail add-on

Kaam360 has three small helpers that work where you already are:

• Browser extension (Chrome, Microsoft Edge and Firefox): save the page you are on as a task or a lead, see your tasks due today, and start or stop your timer.
• Outlook add-in (Outlook on Windows, Mac and the web): save the open email as a task, a support ticket, a lead or a contact, and see the sender's customer, open deals and tickets.
• Gmail add-on (Gmail on the web and in the Gmail app): the same as the Outlook add-in.

They are coming soon to the Chrome Web Store, Microsoft Edge Add-ons, Firefox Add-ons, Microsoft AppSource and the Google Workspace Marketplace. Until then an administrator can install them directly (see part 5).

Who can use them: anyone whose role allows Connect apps to their account. They are part of the Business package, like the other connected apps.

1. Sign in (once)

1. Browser extension: after installing it, a settings page opens. Check the workspace address (most people use https://kaam360.com; if your company opens Kaam360 at its own address, type that) and press Sign in to Kaam360. Outlook: open an email and press Kaam360 in the ribbon, then Sign in. Gmail: open an email, press the Kaam360 icon on the right, then Sign in to Kaam360.
2. A Kaam360 window opens. Sign in as usual if asked.
3. Kaam360 shows what the add-in asks for: see projects and tasks, add tasks, log your time, see and add customers, contacts and leads, see and open support tickets. Press Allow.

The add-ins never see your password. They act as you, with your rights only: if your role cannot add leads, the add-in cannot either.

The browser extension and the Gmail add-on show their words in the language chosen in your Kaam360 profile (before you sign in: your browser's or Gmail's language). Arabic and Urdu read right to left. The Outlook add-in follows Outlook's language.

2. Save a web page (browser extension)

1. On the page, press the Kaam360 button in the browser toolbar. Tip: select some text first; it goes into the notes.
2. Choose Task or Lead.
3. For a task choose the Project and, if you like, a Due date. For a lead type the person's or company's name, and the company and email if you know them.
4. Check the Title, then press Save to Kaam360. Press Open in Kaam360 to see it.

You can also right-click a page, a link or selected text and choose Send to Kaam360.

3. Due today and the timer (browser extension)

• Due today lists your open tasks due today, and older ones that are overdue (in red). Press a task to open it.
• Start timer next to a task, or the Timer tab, starts the same timer as on a task's page. Only one timer runs at a time: starting a new one saves the old one first.
• Stop and log the time logs the time as an ordinary time entry (with Billable and your notes), so it follows your organization's time rules and approvals.

4. Save an email (Outlook and Gmail)

1. Open the email and open Kaam360 (the ribbon button in Outlook, the Kaam360 icon in Gmail).
2. At the top you see what Kaam360 knows about the sender: their contact, their customer (or a customer with the same company web address), open deals, leads and recent tickets. Press one to open it.
3. Under Save this email as choose Task (pick the project), Support ticket (the sender becomes the requester), Lead or Contact (pick the customer).
4. If the email has files attached, leave Include attachments ticked to copy them too, or untick it to leave them out.
5. Leave Include the email's text ticked to copy the email's text, or untick it to save the subject only. Press Save.

What is copied: the email's real attachments (pictures that only sit inside the email's text are left out). On a task they become its attachments, on a ticket they are on its first message, and on a lead or a contact they are in one comment. Programs and scripts (such as .exe or .js files) are never copied, and the usual limits apply: 25 MB a file (for a ticket 10 MB a file, at most 5 files and 20 MB together) and your organization's storage. If a file was not copied, the add-in says which one and why; you can add it in Kaam360 by hand.

5. Install them directly (administrators)

Press Settings, then Integrations. The card Browser extension and mail add-ins has the files:

• Download the extension (.zip): unzip it. In Chrome open chrome://extensions (in Edge edge://extensions), switch on Developer mode, press Load unpacked and choose the unzipped folder.
• Download the manifest (.xml): a Microsoft 365 administrator opens the Microsoft 365 admin center, Settings, Integrated apps, Upload custom apps, chooses Office Add-in and uploads the file, then picks who gets it. One person can add it for themselves in Outlook: Get Add-ins, My add-ins, Add a custom add-in, Add from file.
• Download the add-on (.zip): a Google Workspace administrator opens script.google.com, makes a new project, pastes in Code.gs, Strings.gs and appsscript.json (switch on Show "appsscript.json" in the project settings), then Deploy, Test deployments, Install for themselves, or publishes it privately for the company in the Google Workspace Marketplace SDK.

When the stores have approved them, the card shows the store links instead of Coming soon to the stores.

What the add-ins can see

• Only the page or email you open them on, and only when you open them. They send it to your Kaam360 workspace only when you press Save.
• They do not read your history, other tabs, other emails, passwords or forms, and they run no code from the internet.
• Your sign-in is kept in your browser or your Google account. Press Sign out in the add-in, or stop it in Kaam360: your name, My connected apps. An administrator can stop anyone's under Settings, Connected apps. Every task, ticket, lead or contact an add-in saves is in the activity log, under Connected apps (OAuth).

If something goes wrong

• Your sign-in has ended: sign in again. This happens after about two months without use, or when the connection was stopped.
• This app cannot be connected: your role does not allow connected apps, or your organization is not on the Business package. Ask an administrator.
• Gmail with your company's own Kaam360 address: the add-on only talks to the addresses written in its appsscript.json. Your administrator installs a copy downloaded from your own Kaam360 address, which has it filled in.

For programs of your own, see Connect other programs: API, webhooks and Slack or Teams alerts.