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How to connect to Microsoft Teams

Connecting Microsoft Teams to Projectworks will allow you to get some of your notifications in Microsoft Teams.

In this article you will learn about:

Anyone who has a Microsoft work or school account can connect to Microsoft Teams from Projectworks to receive notifications when

  • Leave is approved or declined;

  • A reimbursable expense is approved or declined;

  • A Timesheet is approved or needs attention.

Your Projectworks environment will need to have the Microsoft Teams Integration enabled to allow people to connect.

Projectworks administrators can enable the Microsoft Teams Integration from the settings section of Projectworks, this then allows all staff members to connect via the “Teams” tab.

Enabling Microsoft Teams notifications for your environment

It is a simple process to enable the Microsoft Teams Integration to allow people to connect to Teams.

Projectworks administrators: Activate the Microsoft Teams Integration from within the settings section of Projectworks (Settings > Integrations > Enable Integrations).

The Settings Screen (Settings > Integrations > Enable Integrations) showing Microsoft teams enabled

Connecting to Microsoft Teams

Each person who wants to enable notifications from Projectworks will need to connect to Microsoft Teams. 

Connect to Microsoft Teams from within your personal Projectworks settings:

  1. Click on your initials in the top right hand corner;

  2. Select “Settings”;

  3. Select the “Teams” tab;

  4. Click on “Connect Teams”;

  5. Follow the prompts to connect to Teams.

The People screen in Settings showing the Teams with Connect teams highlighted

If you can’t connect, your Microsoft administrator may need to allow Projectworks access to your organisation’s Microsoft account.

Once connected to Microsoft Teams, you can select to “Get Started” and enable any of your Personal notifications. You can always return to your notification settings in the future and update your settings. 

animated gif showing how to change notification settings once Teams is enabled for an individual user

On occasion your Microsoft Teams connection may expire, in which case you will be prompted to reconnect to Microsoft Teams.

  1. Click on “Reconnect Teams”;

  2. Follow the prompts to connect to Microsoft Teams.

If the Outlook Calendar Integration has been disabled by your administrator, you may also need to reconnect Teams, even if you only recently connected to Microsoft Teams.

Disconnecting Microsoft Teams

If you no longer want Projectworks to have access to Microsoft Teams, you can disconnect it.

Disconnect Microsoft Teams from within your personal Projectworks settings:

  1. Click on your initials in the top right hand corner;

  2. Select “Settings”;

  3. Select the “Teams” tab;

  4. Click on “Disconnect Teams”. 

The People Screen in Settings highlighting Disconnect Teams option

If the Microsoft Teams Integration is disabled from your environment, you will be automatically disconnected from Teams.

Troubleshooting

I cannot see the Teams tab in my settings

If the Microsoft Teams Integration hasn’t been enabled for your environment, you will not have the option to connect to Microsoft Teams.

If you think you should be able to connect to Microsoft Teams, contact your Projectworks administrator.

I can’t connect to Microsoft Teams

If Projectworks does not have access to your organisation’s Microsoft account, you will need to request access. Your Microsoft administrator will need to allow access before you can connect. 

I can’t enable the Microsoft Teams Integration to our environment

Microsoft Teams Integration may not be included as part of your current pricing plan - check out our plans or email our support team at [email protected].

Read more about enabling Microsoft Teams to your environment →