Seamlessly connect your monday.com projects with Microsoft teams with our monday Microsoft Teams 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 Microsoft Teams Integration, you do not need to be an Office 365 Administrator to access and use the app.

You can also use the monday.com bot to receive notifications from your preferred boards and transform any conversations into action items.

Keep reading to learn how to set it up. 

 

 

Permissions

To set up the app successfully, you'll need to check a few permissions first. There are two permissions that you need to check:

First, check to see if your board has item level permissions set up. If so, make sure that the person trying to set up the app has permission to view all items on the board.

Next, check the board permissions. The person trying to set up the app needs to have permission to change the content and the structure of the board.

When both of these permissions are set up properly, you're ready to go! 

 

Add your monday board to your MS teams channel

This functionality allows you to add a board as a tab in a selected channel and enjoy the full capabilities of monday.com features. 

 

Install the app 

To install the app please go to the wanted channel or chat and click on the '+' icon.

 

Next, search for and choose monday.com. Once you select monday, you'll be directed to a summary page. There, click on Add, and then you will be asked to login.

 

You will then be prompted to authorize the use of Microsoft 365 with monday.com:

Now you can start choosing a board! 🙌 

 

 

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. There's no limitation to the number of boards you can add as tabs to a specific channel

 

 

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 team's work, right from the comfort of your channel!

 

Can I have tabs with monday boards from different monday 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 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 not be able to see it.

 

 

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 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! 

 

Install the bot 

To install the bot please click on the plus sign at the bottom of your channel/chat conversation and search for monday.com in the search bar. 

 

Connecting monday.com 

Navigate to the chat feature in Microsoft teams left pane, where you'll find monday.com bot conversation: 

Log into your monday account and then allow authorize permissions between Microsoft 365 and monday. Once you're logged in successfully, you should be redirected to the chat. You can also manually return to the chat to start using the bot.

 

Start using monday.com bot commands

View prompts

If you want to see a list of all available commands, click on the View prompts option located above the message bar on the bottom right of your screen:

Here are some examples of the boy commands that you can utilize:

• Add-notification

This command allows you to add notifications from selected monday boards. Once you're logged in type the add-notifications command in the chat conversation or select it from the listed options and select the board you'd like to receive notifications from:  

• Remove-notifications

This command will allow you to remove notifications from monday.com boards.

• Create-item

This command will allow you to create items on a 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.

• Log-out

If you wish to disconnect your monday.com account or switch between monday.com accounts simply use the log-out command. Don't worry, you can always log in again later.

• Provide-feedback

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!

• Help

If you feel like you could use a hand, simply use the help command. 

 

Search and share relevant items and boards 

This functionality allows you to share boards and items from your monday.com account directly on your MS Team chat or channel.

Open up a chat and click on the plus sign at the bottom right of the message box. Search for monday.com and then choose the board of item you want to share. Press enter or the send button to send it in the chat:

 

Microsoft Teams Integration

In addition of the Microsoft Teams App, you can also use the Microsoft Teams integration. What's the difference between the two? 

• Microsoft Team Apps

The Microsoft Teams App, discussed in this article, 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. 

 

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 right here. We’re available 24/7 and happy to help.