Microsoft Teams Integration Overview
Overview
Manifestly helps you manage recurring tasks like hiring, onboarding clients, and IT systems management. You start by creating a workflow that includes sections, videos, conditional logic, assignments, and data collection options. You can then use that same workflow repeatedly with a fresh start each time. You can assign tasks to your team, set due dates, and track progress as tasks are completed. Checklists can be configured to repeat daily, weekly, or monthly.
Workflows: Creating and Reusing
Define your workflow
- Organize your process into sections.
- Include videos as part of the workflow.
- Add conditional logic to tailor the flow.
- Assign tasks and define data collection options.
Reuse workflows
- Use a workflow over and over with a fresh start each time.
- Assign tasks to team members.
- Set due dates for tasks.
- Track progress as your team checks off each task.
Recurring Checklists
Repeat cadence
- Configure checklists to repeat daily, weekly, or monthly.
Microsoft Teams Integration
What you can do in Teams
- View your dashboard of assignments.
- View the list of checklists for your organization.
- Update workflows right within Teams.
Notifications and in-Teams actions
- Configure notifications for Teams.
- Click one button to work on the checklist right within the Teams app.
Getting Started with the Teams Integration
- Integrate Manifestly with Microsoft Teams to access dashboards, checklists, and workflow updates from within Teams.
- In the Teams app, open your Manifestly dashboards to view assignments and checklists.
- Update workflows directly from Teams as needed.
- Configure Teams notifications to stay informed about assignments and checklist progress.