Seamlessly connect your monday.com projects with Microsoft teams with our monday.com app! With this amazing functionality, you will be able to connect your monday.com boards to selected Microsoft teams channels and view them as tabs. Unlike the MS Teams Integration, you do not need to be an Office 365 Administrator to access and use the app.
To boost things even more, use our monday.com bot to receive notifications from your preferred boards and transform any conversations into action items!
Keep reading to learn how to set this up. 🙌
Add your monday.com board to your MS teams channel
This awesome functionality allows you to add a board as a tab in a selected channel and enjoy the full capabilities of monday.com features.
Step 1 - Install the app
To install the app please go to the wanted channel or chat and click on the '+' icon.
Next, search and choose monday.com. Once done, you will be asked to login. If you don't have a monday.com account you can sign up straight from there 😊
And you are all set! Now you can start choosing a board! 🙌
Step 2 - Choose a board
Choose the board you'd like to view in the channel.
Or create a new board!
Select the board and add it to the channel as a tab.
Step 3 - Enjoy all the features
Once the board is added as a tab in the channel you're able to use all of our amazing features such as our automations, integrations, board views, advanced board filters and so much more! You can actually edit and manage the board, and your teams work, right from the comfort of your channel!
Can I have tabs with monday.com boards from different monday.com accounts?
Yes! When you go to add a new board you can logout of your monday.com account and login to another account and select a board from that account.
Who can see my monday.com boards that I open?
Everyone in the channel will be able to see the tabs that you open with your monday.com boards, however, only those who have access to those boards will be able to see the content of the boards.
If the board is a private board, anyone who is not subscribed to the board will see this:
If someone in the MS Teams channel is not a part of a monday.com account, or the account in which that board resides, they will click on that tab and see the login page for the account in which that board resides.
Receive notifications from monday.com to MS Teams
With our monday.com chatbot you're able to connect to your monday.com account to receive notifications from selected boards directly to Microsoft teams. You can also transform conversations into action items by creating new items right from the chat!
Step 1 - Install the bot
To install the bot please click on the 3 dot menu at the bottom of your channel/chat conversation, choose to type in monday.com
Step 2 - Connecting monday.com
Go to the chat feature in Microsoft teams left pane, there you'll find monday.com bot conversation
First, please connect to your monday.com account by choosing 'connect' or giving the 'log-in' command.
Step 3 - monday.com bot commands
If you don't have a monday.com account and wish to use the monday.com chatbot you're welcome to use the sign-up command and start your free trial with monday.com!
This command allows you to add notifications from selected monday.com boards. Once you're logged in type the 'add-notifications' command in the chat conversation and select the board you'd like to receive notifications from
This command will allow you to remove notifications from monday.com boards
This command will allow you to create items on selected monday.com board right from the chatbot. This is so great if you're having a brainstorming chat with your team and need to add action items right on the spot!
First, you'll have to select the board in which you'd like to create the item:
Second, select the group you'd like to create the item in and choose the item's name:
Click "next" and your are done! You can then view your item on your monday board by clicking on "open item" as below:
If you wish to disconnect your monday.com account or switch between monday.com account simply use the log-out command. Don't worry, you can always log-in again later
As this is a brand new integration we'd love to hear your thoughts! Your feedback will help us improve and we're eager to hear it!
If at any point you feel like you can use a hand simply use the help command :)
Search and share relevant items and boards
This awesome functionality allows you to share boards and items from your monday.com account directly on your MS Team chat or channel!
Open any of your channel and click on the three dots menu as below:
Next, search for the item you'd like to share on your channel from your monday.com account.
And you are done!
Video meeting extension
Keep everyone aligned before, during, and after the meeting! This feature is a great way to view and update your monday.com boards while meeting using the Teams App. With the extension, you and your teammates can all interact with a board in real-time during any video call. The following instructions will guide you through how to use the extension.
Step 1 - Schedule a meeting
To get started, navigate to your calendar and schedule a meeting. Be sure to invite all of your relevant teammates. Once you've added all of the meeting details, save the meeting and send your meeting invitations.
Step 2 - Edit the meeting details
After you've saved the meeting, return to your calendar, click on the scheduled meeting, and click "Edit".
Step 3 - Add monday.com to your meeting
Click the + symbol to add a tab.
In the window that opens, select or search for monday.com.
Click on the monday.com icon to open the option to "Add" the app:
From there you may be directed to log in if you haven't already. Then, use the search or the dropdown arrow to choose the board (or boards) you would like to access during your meeting:
The selected board will be presented as a tab and will be visible to everyone in the meeting. Click "Save" to add the board to your meeting.
Once the tab is successfully added, click "Close" to exit the meeting set up.
Step 4 - Access monday.com in your meeting
When it's time for your meeting, join as you normally would. If you successfully added a board to your meeting details, you will see the monday.com logo icon at the top of the screen. Click on this icon to launch the meeting extension.
From there, you'll have the option to select a group and select an item and "View item" to discuss or quickly update columns. New action items come up during the meeting? No problem. You can easily create new items by clicking "Create new":
Never miss a beat again with the video meeting app extension!
The following columns are supported and fully editable during your meeting: Status, Date, Person, Numbers, Text, Checkbox, World Clock, Phone, Vote, Hour, Rating
The following columns are supported in read-only mode: Item ID, Auto Number, Creation Log, Progress, Last Updated.
Microsoft Teams Integration
In addition of the Microsoft Teams App, you can also use the Microsoft Teams integration. You may wonder, what's the difference between both? Keep reading to find out 👇
- Microsoft Team Apps
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 Integration check out this article.
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!
And if you have any questions about this or anything else in this article, feel free to reach out to us at customer success at firstname.lastname@example.org