Within Microsoft Teams, you can
search for linked Teamwork
projects, tasks, and people and
share them in your
messages.
Note: The Teamwork
integration will first need to be enabled in your Apps
settings in Microsoft Teams.
Search and share from Microsoft
Teams
In Microsoft Teams, you can search
for and share Teamwork tasks and people in
your messages.
This is possible via the Teamwork
icon located at the bottom of the Posts tab.
Click the Teamwork icon and select the
relevant tab before entering your search
term.
The tab will
update with any results
matching your search term.
Click any of the results to
add the task or person as a
card in your
message. You
can then post the card directly into the
channel via the send arrow in the bottom
right-hand corner.
Once posted, the task name, project,
and task list will be clickable and will open
the details in a new browser tab. For people,
the card will share their contact details with
a clickable link to the user's profile in
Teamwork.
Creating a Teamwork
task
You can create Teamwork tasks in
multiple ways:
- In the Posts tab - select the Teamwork
icon to open the modal, then click the + option and select Create
a task.
- From a message - click the options menu
(three dots) in the upper right corner of
a message. Under More actions,
select Create a
task. When creating a task
from a message, details of the message
thread will be included in the task
description in Teamwork.
In both options, you will be asked
to select a project to associate with the
task.
Once a project has been selected,
you can then choose a task list and set a
title, description, and due date.
For more information, see: Connecting to Teamwork in
Microsoft Teams