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.
How to set up the Microsoft Teams integration
Click on your profile picture in the top right corner and select “Account settings”
Go to the “Integrations” tab, here you’ll see all available integrations for your account.
Navigate to the Microsoft Teams panel and click “Connect”
You will be routed to Microsoft Teams's page
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
Open your Microsoft Teams account
Click on the Apps icon in the bottom left corner
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
Click on Taskworld in the search results; this will open a pop-up window
Click the “Add” button
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
Choose your server environment and put in your Taskworld credentials
Click on Login
After successful authorization, you will receive a confirmation message and see some basic chatbot commands you can use to manage the integration's settings
Select the workspace you'd like to use with the integration and click “Save”
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
Click on the three dots in the left navigation panel
Right-click on the Taskworld app icon
Click on “Uninstall”
This will open a pop-up window. Confirm your choice by clicking “Uninstall” again.