Microsoft Teams integration
Mathilde Pressouyre avatar
Written by Mathilde Pressouyre
Updated over a week ago

This guide covers:

What you can do with our Microsoft Team integration

Stay in touch and up to date with all your projects by receiving your Taskworld notifications in Microsoft Teams.

Receive notifications whenever:

  • You’ve been assigned to a task

  • You’ve been added as a follower to a task

  • Someone commented on your task

  • A due date has been added or updated for your task

  • Your task was completed

View the notification and most important task details within Teams or simply click on the notification and you will be directed to your Taskworld workspace.

NOTE: MS Teams integration is not available for Freemium and Premium Plans.

How to set up the Microsoft Teams integration

  1. Click on your profile picture in the top right corner and select “Account settings”

  2. Go to the “Integrations” tab, here you’ll see all available integrations for your account.

  3. Navigate to the Microsoft Teams panel and click “Connect”

  4. You will be routed to Microsoft Teams's page

  5. Log in with your Taskworld credentials

(Please note: Currently, our Microsoft Teams integration is not compatible with Google SSO. In order to connect Taskworld to Microsoft Teams, please use your Taskworld login credentials (email and password). If you signed up with Taskworld using Google SSO and have no set password yet, please follow this guideline.)

How to log in with Microsoft Teams app

  1. Open your Microsoft Teams account

  2. Click on the Apps icon in the bottom left corner

  3. Type "Taskworld" in the search box to find our integration

    • Please note: If you are unable to find or install Taskworld in your Teams account, your organization might have restricted the use of 3rd party apps. Please get in touch with your IT Administrator to resolve this

  4. Click on Taskworld in the search results; this will open a pop-up window

  5. Click the “Add” button

  6. Once the app is added, you will see a welcome message. Click on the “Login in Taskworld” button. This will direct you to the Taskworld login page

  7. Choose your server environment and put in your Taskworld credentials

  8. Click on Login

  9. After successful authorization, you will receive a confirmation message and see some basic chatbot commands you can use to manage the integration's settings

  10. Select the workspace you'd like to use with the integration and click “Save”

  11. And that's it! You'll see a message with a confirmation. The integration is set up and ready to use. You will start receiving notifications soon.

How to use the integration

  • Locating the Taskworld integration within Microsoft Teams
    You can easily find your Taskworld integration on the left side sidebar

  • View task details
    For more information about a task you just got a notification about, click 'Task details'

  • View task in Taskworld
    If needed, you can always quickly open up the task in a new tab right in Taskworld. Just click 'View in Taskworld'

How to remove the Taskworld app from Microsoft Teams

  1. Click on the three dots in the left navigation panel

  2. Right-click on the Taskworld app icon

  3. Click on “Uninstall”

  4. This will open a pop-up window. Confirm your choice by clicking “Uninstall” again.

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