MS Teams

Improve your collaboration by integrating with MS Teams

COMING SOON. There are two primary functions of the MS Teams integration: exporting a project team and propagating the Forecast in-app notifications to a private channel in Teams.

Setup

  1. Navigate to the MS Teams integrations page in Forecast.
  2. Input your MS tenant/directory and click the button labelled Enable. Note: only input the tenant and nothing else. E.g. YOUR-TENANT.onmicrosoft.com, only input YOUR-TENANT.
  3. Follow the on-screen instruction and you should be redirected to back to the integrations page. The integration is now enabled.

Exporting a project team

Once the integration is enabled, you will see a button labelled Export to Teams, which on click will create a Team in you MS Teams account with the persons listed as members.

The persons are linked to MS Teams users by their email address, so if it is absent in either Forecast or Teams (or not identical) the users will not be linked. Once the team is created, users created in or removed from that project will be reflected accordingly in MS Teams.

In-app notifications

Once a person in Forecast is linked to a person in MS Teams, the Forecast bot will be installed for that user. The Forecast bot sends the in-app notifications, which the user normally accesses by the bell in the top-right corner of Forecast, to a conversation in MS Teams. These notifications are configurable in the same way that the other Forecast notifications are on the notification settings page.