TMO is a versatile and powerful Microsoft Outlook plugin. It enables you to create new work items, link them to an existing Outlook email, create custom work item types in TFS and Visual Studio Team Services, track the current state of previous work items and more.

Note: Before you begin reading, we would like to highlight that this quick start guide can also be used for Almo, our latest product that integrates Azure DevOps Service and Microsoft Outlook. If you are using Azure DevOps Service, we recommend downloading Almo. 

Here’s how you can quickly set up TMO:

Add Work Item Types to TMO Settings

To create a work item, go to the TMO toolbar and choose the ‘Open Settings’ option. A dialogue box will open. It will display a list of work item types you can work with. You can also add new work item types by clicking ‘Add’ and/or delete the existing ones by selecting the ‘Remove’ option. 

This screen shows various settings in TMO that a user can set. A user can specify what work item types they want to work with on this screen.

Connect to a TFS Server or Azure DevOps

​​Click the ‘Connect to TFS’ option in the TMO toolbar.

Click the connect to devops button to connect to TFS

Now, press ‘Servers,’ enter the server URL and press ‘Ok.’ Authentification is required in some cases. Once that is done, another dialogue box with Team Projects will open. Select one Team Project from the list and click ‘Connect’. 

Use the Almo's Add New Server Window to add the Azure DevOps Organisation you want to connect to then select the projects you want to work with

Create and Save a Work Item

Click on the email you want to associate with a work item and select the ‘New or Find’ option from the TMO toolbar. This will open a dropdown menu with the work item type. You can also select existing work items.

Use the New or Find menu to create a new work item type from Outlook using TMO.

Select the work item type and TMO will pick up important information from the email and pre-populate fields in the work item type.

The main work item form shows all the fields you can populate using TMO and Outlook

Pro tip: you can modify this behaviour by using Templates. 

Finally, click ‘Save’ and TMO will create the work item.

TMO will automatically attach a copy of the email and other related attachments to the work item it creates. You can load the work item again in Microsoft Outlook and track all the updates.