Using Teamwork with Teams | 164

Originally posted by Teamwork in October 2021

Search and share from Microsoft Teams
In Microsoft Teams, you can search for and share Teamwork tasks, projects, people, and spaces in your messages.
This is possible via the Teamwork icon located at the bottom of the Posts tab. Click the Teamwork icon and select the relevant tab before entering your search term.
Image Placeholder
The tab will update with any results matching your search term. Click any of the results to add the item as a card in your message. You can then post the card directly into the channel via the send arrow in the bottom right.
Image Placeholder
Once posted, the task name, project, and task list will be clickable and will open the details in a new browser tab. For people, the card will share their contact details with a clickable link to the user’s profile in Teamwork. For Teamwork Spaces, both the Space and Page name will be clickable to open in a new tab.
You can also search and share via the main search bar in Microsoft Teams. Type @teamwork into the search bar and select the Teamwork app from the dropdown to enable Teamwork searching.
Image Placeholder
When Teamwork search is enabled, you can choose to search tasks, projects, people or spaces from the dropdown menu.
Image Placeholder
Enter your search term to show any related Teamwork results.
Image Placeholder
Clicking the Teamwork item from the search results list will display the item card in the search menu. You can click the copy icon in the right corner of the card to copy a link to this item, for sharing.
Image Placeholder
Creating a Teamwork task
You can create Teamwork tasks via Microsoft Teams in multiple ways.
In the Posts tab, select the Teamwork icon to open the modal, then click the + option and select Create a task.
Image Placeholder
From a message, click the options menu (three dots) in the upper right corner of a message. Under More actions, select Create a task. When creating a task from a message, details of the message thread will be included in the task description in Teamwork.
Image Placeholder
From the Microsoft Teams search bar, type @teamwork and select the Teamwork app to enable Teamwork searching.
Image Placeholder
Once Teamwork searching is enabled, select Create a Task from the dropdown menu.
Image Placeholder
In each of the task creation options, you will be asked to select a project to associate with the task.
Image Placeholder
Once a project has been selected, you can then choose a task list and set a title, description, and due date.
Image Placeholder