Ideagen logo

Office 365 records and project management software

 

Streamline your Microsoft
Office 365 records management and
project workflows with Ideagen

Request a demo

Trusted by thousands of businesses across Australia and New Zealand

Ramboll Logo University of Sydney logo Ardent Consulting Engineers logo AB Heritage logo Levy Real Estate logo ARUP

Simplify records management in Office 365

Managing records in Microsoft Office 365 requires more than just storage. Without intelligent retention, classification and disposition tools, your organisation risks compliance issues, fragmented data and audit delays.

Ideagen’s Office 365 records management and Microsoft project management software solutions bring all your critical documents, emails and project data into one secure, compliant platform.

Request a demo

MM-G2-awards-1

Man smiling in office next to laptop

Built for smarter records and project management

Take control of your workflows with Ideagen’s intelligent Microsoft Office 365 records management and project management software.

Seamless Outlook to SharePoint integration

Save emails and attachments directly from Outlook to SharePoint with simple drag-and-drop functionality. Maintain complete project management records without disrupting daily workflows.

Automated email filing and search

Transform email management with intelligent filing that learns your habits and automatically suggests the best SharePoint locations. Search emails directly from SharePoint for instant access to project communications.

Multi-platform compatibility

Work across all your devices with native support for Windows, macOS, web browsers, iOS and Android. Access SharePoint content from anywhere while maintaining security and compliance.

Enhanced Microsoft Teams integration

Save emails directly to Microsoft Teams channels and encourage modern collaboration with centralised project management tools.

Intelligent metadata capture

Automatically capture and apply email attributes (To, From, Subject) to SharePoint columns for compliance-driven organisation and enhanced searchability.

Advanced project management features

Connect with leading platforms including Procore, Viewpoint and ProjectWise for streamlined workflows using Ideagen's Microsoft 365 project management software.

Transform your Microsoft Office 365 workflows

More than 200,000 organisations trust Microsoft 365, yet many struggle with fragmented records and project data. Ideagen bridges this gap, bringing automated records management in Office 365 and powerful Microsoft project management tools directly into the tools your teams use every day. The result? Better compliance, faster audits and projects delivered on time.

Request a demo

Email icons with laptop and phone

What our clients are saying

Discover how businesses are enhancing compliance, collaboration and efficiency with Ideagen’s email and project management software for Microsoft.

JNP Group Consulting Engineers logo


We simply would have lacked the proper email audit trail needed to achieve ISO9001 accreditation without Ideagen.


- Jamie Seabrook, IT Manager

★★★★★
Bartax Logo


It saves around 10 to 20% of staff time, improving efficiency from staff looking into emails, which means they can now respond on the call instead of having to search for information and get back later on. This allows the ability to work very quickly over the phone.


- Geoff Claughton, Managing Director

★★★★★

Willis Towers Watson logo



Because of the nature of work I do, I must have every email from the last 10 years at hand. We’ve always been taught and trained that the risk is too big not to have that information.


- Lorena Mandia, Willis Towers Watson

★★★★★

Ideagen's end-to-end solution


With Ideagen, your organisation gains a competitive edge by simplifying and optimising workflows with powerful Microsoft project management software and Office 365 records management capabilities.

Check Automated retention labels

Check Integrated Outlook & Teams filing

Check Multi-device access

Check Advanced search and discovery

Check Automated disposition reviews

Check Centralised project dashboards

Check Compliance-ready audit trails

Check Intelligent metadata capture

Check Streamlined project collaboration

Check Reduced regulatory risk

Check Faster audit preparation

Check Enhanced data governance

+ much more

See more features with a demo of Ideagen's productivity solutions.

Request a demo

Request a personalised
one on one demo today!