How to add it to your workflow

Note:  The MS Teams integration must be set up using the office 365 Global Administrator's login credentials. The Global Administrator has to be part of the teams you'd like to have in the integration and moreover the Administrator has to accept this invitation. Meaning it's not enough that you add the Admin but the Admin also needs to accept the invitation. (The Admin receives an invitation from MS in their email inbox.) This permission is only needed for the initial connection between monday.com and MS Teams. After this initial setup, anyone on your monday.com account can build the integration.

Step 1

To add an Integration, go to the board you want to create an Integration for and click on the Integration button, located on the upper right of your screen as below: 

 

Once on the page, you will see all of the amazing apps we offer to integrate with, then go ahead and select "MS Teams": 

Step 2

Once you click on the MS Teams integration banner you will find the recipes the integration offers:

• When date arrives, notify team in channel
• When an item is created, notify team in channel 
• When a Status changes to something, notify team in channel
• When a column changes, notify team in channel
• When an update is posted in this item, send it to team in channel
• When any update is posted, send it to team in  channel

Select the integration you wish to create. 

Step 3

Once you click on one of the recipes you will be asked to enter connect your monday.com account with your MS Teams account : 

Then you will be asked to log in to your MS Teams account.

Yay! 🎉 You have successfully connected your account to MS Teams. Now you can get busy building recipes to communicate efficiently with your team!

So how does it work?

Once you've chosen one of the six recipes and authorized monday.com to integrate with MS Teams, you will arrive to the integration window. This is where you will be able to set up your integration. You can customize the message that will be sent to the MS teams team in channel. 

Note: Currently, we only support MS Team Channels in the integration. MS Team Group Chats are not supported. 

Use case 1: When an item is created, notify team in channel

This can be helpful to stay on top of new tasks and items being added to a group so you can be instantly notified of new tasks that are added to a board and make sure the entire team is aligned!  First, begin by choosing the message you want to appear in MS Teams. You can customize and include the user name who created it, the board name, and the item name as well as your custom message about it! 

Once done, choose any channel in any team from your MS Teams account you want to be notified of this message!

Note:  We have created pre-defined notification message if you wish to use it (and not custom your own notification message)

Use case 2: When a status changes to something, notify team in channel 

This is extremely helpful to stay up to date on the progress of the status of your projects and tasks. You can notify those who need to know when something is stuck or done without having to check-in or schedule meetings. Sit back and know that once it has been updated, your entire team will be notified! 

First, choose the status that you want to keep track of:

Then choose the status that you want to be notified of changing, or you can choose anything to stay on top of each change. 

Once you have created the custom message, and chosen your desired channel in the team, you are all set! 

This is the way the message will appear in MS Teams so you know it is coming from monday.com:

This really helps teams work efficiently and closely together on projects, especially with many task owners and dependent tasks. 

Microsoft Teams App

In addition of the Microsoft Teams integration, you can also use the Microsoft Teams App. You may wonder, what's the difference between both? Keep reading to find out 👇

• Microsoft Team App

The Microsoft Teams App allows you to add any monday.com boards directly into your Microsoft teams channels. With this App, you will also be able to customize which notifications from your monday boards you'd like to receive. These notifications will be sent only to you through the monday chatbot. 

• Microsoft Teams integration

The Microsoft Teams Integration allows you to trigger specific actions when a condition is met. Unlike the Microsoft Teams App, with the Microsoft Integration any notification from a trigger will be sent to the whole channel. 

For more info about our Microsoft Team App check out this article. 

More Assistance

If you need help building custom integrations, we also have an option for paid assistance through our network of certified monday.com partners. If you're interested, please fill out this form and someone will be in touch shortly! 

If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!