Getting Started Guide

Microsoft Teams Integration

Get into action with our integration with Microsoft Teams in Office 365. Microsoft Teams is an all-in-one hub for effective team collaboration. Teams users can add Zoho projects tab to their chat channels and start working on projects directly from the Teams workspace.

Access Privilege

  • Only the Teams users who are added to the Zoho Projects portal can access the project tabs.

Significant aspects of Microsoft Teams Integration

  1. Collaborate with your teammates via chat.
  2. Add tasks and task lists to projects directly from the Teams workspace.
  3. Customize your task view.

  1. Link tasks using four types of task dependency and establish task workflow.

  1. View task lists of the project while chatting with teammates about the tasks & project activities. 
    • Task list view displays the task owner, task status, start date, and end date for each task. 
    • The chart view of the task list shows a graphical representation of the tasks by user, status, priority, and percent complete.

Add Zoho Projects tab in Microsoft Teams

  1. Log in to your Microsoft Teams account in Office 365.
  2. Click the + button in the top of the channel to add a new tab.

  1. Click the Zoho Projects icon in the Add a tab pop-up.
  2. Link your Zoho Projects account to your Teams account (if you’re a new user, sign up for Zoho Projects and create your portal).
  3. Select your portal and choose the project you want to work on. 

  1. Click Save.

Note:

You can keep adding more Zoho Projects tabs within your channel.

Start exploring Zoho Projects and Microsoft Teams integration! or Sign up for a new portal.

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