This guide provides the one-time setup instructions for integrating your Microsoft 365 account with Taskworld to enable the creation of Microsoft Teams meetings directly from tasks.
Before You Begin
Admin Role Required: This entire process must be performed by a user with Microsoft 365 Administrator privileges for your organization.
What You're Doing: You will be creating a new "App Registration" in your company's Azure Active Directory (Azure AD). This app will securely grant Taskworld the specific permissions needed to create meetings on behalf of your users.
Step 1: Register a New Application in Azure
First, you will register the Taskworld integration as a new application within your Azure portal.
Go to the Azure Portal and sign in with your admin account.
Navigate to Azure Active Directory.
Select App registrations from the side menu, then click + New registration.
Fill in the application details:
Name: Give it a clear name, such as Taskworld-Teams-Integration.
Supported account types: Select Accounts in this organizational directory only.
5. Click Register.
Step 2: Configure Authentication
Next, you'll configure the Redirect URI, which tells Azure where to send authentication responses.
From your new app's overview page, select the Authentication tab from the side menu.
Click + Add a platform, then choose Single-page application (SPA).
In the Redirect URIs field, enter the following URL, replacing {your-workspace-url} with your organization's unique Taskworld address:
https://{your-workspace-url}/msal-redirect
Example: If your Taskworld URL is acmecorp.taskworld.com, you would enter https://acmecorp.taskworld.com/msal-redirect.
4. Scroll down to the Implicit grant and hybrid flows section and select the following two checkboxes:
[x] Access tokens (used for implicit flows)
[x] ID tokens (used for implicit and hybrid flows)
5. Click Configure to save.
Step 3: Set API Permissions
Here, you will grant the application the specific permissions Taskworld needs to function.
Navigate to the API permissions tab from the side menu.
Click + Add a permission, then select Microsoft Graph.
Choose Delegated permissions.
Search for and add the following three permissions:
OnlineMeetings.ReadWrite (Allows Taskworld to create and manage Teams meetings)
Files.Read.All (Allows Taskworld to read files for integration features)
Sites.Read.All (Allows Taskworld to read SharePoint sites for integration features)
5. Click the Add permissions button.
6. Grant Admin Consent: This is a critical step. On the API permissions page, click the Grant admin consent for [Your Organization's Name] button. A pop-up will appear; select Yes to confirm. The "Status" column for the permissions will update with green checkmarks.
Step 4: Collect Your Application Credentials
You're almost done. Now you just need to copy the two IDs that Taskworld needs for activation.
Navigate back to the Overview tab for your app.
Copy the following two values and save them securely (e.g., in Notepad):
Application (client) ID
Directory (tenant) ID
Step 5: Send Credentials to Taskworld for Activation
Once you have completed all the steps above, please send the following two items to your Taskworld Customer Success Manager (CSM) or email the Taskworld Support Team at support@taskworld.com:
Application (client) ID
Directory (tenant) ID
Our team will use these credentials to enable the integration for your workspace and will notify you as soon as it's live.
NOTE: This setup is a one-time process per workspace. It requires the involvement of your internal IT team and can only be performed by a Microsoft Admin.