✔  Available on Deliver, Grow, and Scale subscriptions 1

What
Microsoft Teams automations enable you to send tailored messages and choose the mode of communication (channel or chat) based on the notification type and project.  
Why
  • Keep your team informed by automating communication updates from Teamwork.com via preferred Microsoft Teams channels. 
  • Facilitate collaboration through coordinated and shared activities among team members. 
  • Ensure everyone is on the same page by posting updates in a channel or chat. 
Who
  • Site admins, project admins, and standard users (all in the owner company) can set up automations.
  • Each person who wants to use Microsoft teams automations needs to set it up to use it.
When
If you are using Microsoft Teams and Teamwork.com. 
What
Microsoft Teams automations enable you to send tailored messages and choose the mode of communication (channel or chat) based on the notification type and project.  
Why
  • Keep your team informed by automating communication updates from Teamwork.com via preferred Microsoft Teams channels.
  • Facilitate collaboration through coordinated and shared activities among team members. 
  • Ensure everyone is on the same page by posting updates in a channel or chat. 
Who
  • Site admins, project admins, and standard users (all in the owner company) can set up automations.
  • Each person who wants to use Microsoft Teams automations needs to set it up to use it.
When
If you are using Microsoft Teams and Teamwork.com. 

Before you start

You must connect your Teamwork.com and Microsoft Teams accounts in order to create an automation. 

💡 The ability to connect Teamwork.com to Microsoft Teams depends on how your Microsoft administrator has configured individual users permissions.

Connecting to Microsoft Teams via automations

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Switch to the List or Table view of the project. These options might be hidden under the More... section.
  4. Click Automate to open the automations builder.
     
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  5. Click Browse Templates.
  6. Select Microsoft Teams in the Integrations section of the left navigation pane.
  7. Hover over and select one of the predefined Microsoft Teams templates.
  8. Click Connect to Teams in the Then section.
     
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  9. Enter your Microsoft Teams email address. Already logged in to Microsoft? The setup will skip this step.
  10. Click Next.
  11. Click Allow in the authorization step to grant Teamwork.com access to your Microsoft Teams account.
  12. Once connected, you are returned to the automation builder where you can start creating a Microsoft Teams automation.
     

Create an automation

Initiate new messages to be posted in Microsoft Teams when specific task-related events happen on your projects. 

  1. Switch to the List or Table view in any project.
  2. Click Automate at the top of the selected view to open the automations builder.
     
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  3. Click Custom Automation.
           a. Alternatively, choose a pre-defined Microsoft teams template and skip to step 6.
  4. Select a trigger event in the When section.
    1. Example trigger: Task's priority changes from any to high. 
  5. From the Then section, click the Action field and choose how notification should be sent :
    1. Notify team in channel - choose a team and channel for posting.
    2. Notify in Teams chat - choose chat for posting.
  6. Select an existing Teams channel (or chat) where messages triggered by the automation will be posted. (You will only be able to select channels and chats you have access to within Microsoft Teams).
  7. Create the message template that will be sent each time a trigger event occurs. Combine static text with dynamic task fields to customize your messages.
     
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  8. Click Create to save your automation. 

Edit, duplicate, or delete existing automations

Existing automations are listed in the automations builder.

💡Only the creator of a Microsoft Teams automation can edit the automation.

  1. Click Automate at the top of a project's List or Table view to open the automations builder.
  2. Select the Manage tab.
  3. Click the ... (ellipsis).
  4. Choose the relevant option:
    1. View & Edit: View and update the automation's criteria.
    2. Duplicate: Create a copy of the automation.
    3. Delete: Remove the automation. Deletion too permanent? Use the toggle to activate/deactivate automations instead.
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Disconnect your Microsoft Teams account

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Switch to the List or Table view of the project. These options might be hidden under the More... section.
  4. Click Automate to open the automations builder.
     
    Image Placeholder
     
  5. Click Browse Templates.
  6. From the Integrations section of the left panel, select Microsoft Teams.
  7. Hover over and select one of the predefined Microsoft Teams templates.
  8. Click Disable workspace here from the Then section.
     

The Microsoft Teams account is disconnected and any associated automations are paused.

📝 The creator of the automation must reconnect to reactivate the automation.

Best practices

  • Purposeful updates: Define clear communication channels and stick to them to avoid confusion.
  • Iteration: Regularly review and update team processes and workflows to ensure they are aligned with team objectives.

1. Also available on legacy subscriptions: Pro, Premium, Enterprise.