Features

All TeamCompanion features documented with detailed description, images and videos.

Working With Mails

TeamCompanion makes communication and collaboration on your team project more efficient by connecting your emails and your work items.
It is easy to create a TFS work item from an email and vice versa or to attach email based business requirements to existing work items. TeamCompanion automatically copies information from a work item into an email and creates a relationship between them. This way emails become a unified part of your TFS world. They are always close to the subject of discussion, will never get lost in obsolete folders, and it will be possible to track them down within TFS at any time.

Create New Work Item from Mail

Select an email message and on the Home or TeamCompanion tab, in the Mail(s) group, click on the New Work Item from Mail button. Alternatively, you can right-click on the email message in the message list and select the New Work Item from Mail action from the context menu.

The Create new Work Item dialog box appears. Here you can define in which Team Project the new work item will be created and what will be its work item type. You can also choose whether the source email and its attachments will be attached to the newly created work item.

Next, the enhanced TFS New Work Item form opens. Some work item fields are automatically filled with values from the original email. In our example, the email subject becomes the work item Title, while the email body gets copied into the Description field. These mappings are defined as part of TeamCompanion’s options.

Finally, save the new work item to TFS by clicking on the Save or Save and Close button on the embedded toolbar.
Tipp: For more information see under Embedded Work Item Form.

If you have chosen to attach the source e-mail and its attachments to the newly created work item, they can be found on the Attachments tab.

This feature is also available while previewing your e-mail message in separate window. On the Message tab, in the TeamCompanion group, click on the New Work Item from Mail button.

Send Mail from Work Item

Use this feature to keep track of your email communication related to a particular work item. You can easily create a new email from the selected work item, choose whether you want to attach the work item’s attachment to the email and choose whether you want to attach the new email to the originating work item.

Select a work item in the work item query result list and on the Work Item(s)/Query tab, in the New group, click on the Email button. Alternatively, you can right-click on the work item in the list and select the Send action from the context menu.

Next, choose among following 4 options:
1. Send email,
2. Send email and attach it to work item,
3. Send email with attachments,
4. Send email with attachments and attach it to work item.

All these actions will create a new email and automatically fill some email fields with values from the original work item.
In our example the work item title becomes the email Subject, while the email Body contains the work item HTML preview.
These mappings are defined as part of TeamCompanion’s options.

Tipp: The work item title in the message body is a hyperlink to its preview in Web Access.

If you choose to attach the work item’s attachments to the email, they will be attached to the email and you can further arrange them as needed.

If you choose to attach the email to the original work item, the email will be added as attachment to the work item after it has been sent.

This feature is also available while previewing your work item form in separate window. Click on the Send button on the embedded toolbar and choose a sending option from the drop down list.
Additionally, you can send mails from a work item while working in the Query Editor.

Send Mail Containing a List of Work Items

You can also send an email containing more work items. Select the desired work items in the work item query result list and on the Work Item(s)/Query tab, in the New group, click on the Email button. Alternatively, you can right-click on your selection in the list and select the Send action from the context menu.

Next, choose among following 2 options:
1. Send email,
2. Send email and attach it to work item.

Both these actions will create a new email with the Subject “Multiple Work Items" and a work item table containing selected work items in the Body. The columns in the generated table reflect the selection and layout of columns in the work item query result list.
Tipp: The work item ID in the table is a hyperlink to its preview in Web Access.

If you choose to attach the email, the email will be added as attachment to each selected work item after it has been sent.
Tipp: Refresh the work item query to see the change to originally selected work items.

This feature is also available while working in the Query Editor.

Attach Mail(s) to Work Item

When you receive an email related to a particular work item, you can simply attach it to this work item. This feature helps you continuously maintain the relationship between your email communication and your work items. It is also possible to attach more emails at once.

Select an email message and on the Home or TeamCompanion tab, in the Mail(s) group, click on the Attach Mail to Work Item action.
Alternatively, you can right-click on the email message in the message list and select the Attach Mail to Work Item action from the context menu.

Next, the Select Work Item dialog opens. Having selected the desired work item, the email will be automatically attached to it.

This feature is also available while previewing a single email message in a separate window. On the Message tab, in the TeamCompanion group, click on the Attach Mail to Work Item button.

To attach more emails to a work item at once, select them in a work item query result list and choose the Attach Mail to Work Item action as described above.

The work item attachments attached using TeamCompanion’s actions are automatically marked with the comment “Attached from Outlook by username“.

Attach Mail(s) to Work Item using Drag-n-Drop

This very useful feature allows you to quickly attach emails to your work items.
Open the desired work item in a separate window and open the Attachments tab. Switch to the Outlook folder where the email(s) you want to attach reside(s). Select the email(s), drag the selection to the work item’s attachment tab and drop it there. TeamCompanion will take care of the rest.

Tipp: You can easily attach any file from Windows Explorer using the same drag-n-drop functionality.

Open Referenced TFS Object from Mail

When you receive an email containing a reference to a work item, changeset or build, TeamCompanion offers you the possibility to open this object in place. This feature is available not only for Team Foundation Server alert notification emails, but also for any email containing a reference to such an object.

Tipp: If the email contains more than one referenced TFS object, this action will be available just for the first referenced object found in the email body.

Each email sent from TeamCompanion using the send mail from work item action contains a reference to the corresponding work item. When you receive such an email, on the Home or TeamCompanion tab, in the Mail(s) group, click on the button Open Work Item N. Alternatively, you can right-click on the email and select the Open Work Item N action from the context menu.

The referenced work item will be opened using the enhanced TFS work item edit form in a separate Outlook window.
Tipp: If the email contains a list of work items, the Open Work Item action will open the first referenced work item from the list.

Whenever you receive a TFS alert notification mail that refers to some changed work item, the Open Work Item action will be available as described above.

You can easily access the details of a changeset referenced in a TFS alert notification mail, using the Open Changeset N action, which will be available as described above. Changeset details will be displayed in the standard TFS Details for Changeset dialog.

Build reports referenced in a TFS alert notification mail are opened using the Open Build N action, which will be available as described above. The report will be displayed in a separate browser window.