Microsoft Teams

  • Turn Conversations Into Action with Smartsheet and Microsoft Teams

    Smartsheet is a powerful work management platform designed for the way teams work today, so you can say yes to more ideas, more customers, and more revenue. Smartsheet seamlessly integrates with Microsoft Office 365 applications, including Microsoft Teams. The integration with Teams combines real time messaging and collaborative work management to turn conversations into action and enhance operational visibility. Let's look at how a company uses Smartsheet and Microsoft Teams to launch a new product. Brian leads the global product launch team. The team relies on Microsoft Teams’ chat-based workspace to communicate in real time. The team also relies on Smartsheet to manage and collaborate on the work leading up to the launch. Abbie, one of the product managers, in the London office, gets to work and reviews the group chat to catch up on the team’s progress. She sees that the creative team is running into licensing issues with the music they’ve selected for the ad campaign. Abbie goes to the Smartsheet Tab to access the product launch sheet, assigns the theme music task to Joe in Legal, and updates the team Joe outlines his strategy for finalizing the negotiation and Abbie updates the task status. Sebrina, the CEO, opens her Dashboard to review the progress of all the upcoming releases before heading to a board meeting. She’s pleased with the team’s progress and sends a group chat telling them to keep up the good work. The team decides to move the launch date up. The combined power of collaborative work management and group chat enables the team to turn conversations into action and get products to market more quickly!

Smartsheet’s integration with Microsoft Teams harnesses the creativity and spontaneity of group conversations, pairing them with collaborative work management to transform conversations into action.

Hub for Teamwork 

Office 365 customers can add Smartsheet sheets, Dashboards, and reports as ‘Tabs’ within a Team channel, to bring conversations together with a current view of projects while providing a central location where teams can work more effectively.

Turn Chat into Action

Messaging on a key team project page enables teams to stay in context and quickly deliver on requests without searching elsewhere.

Enhance Operational Visibility

From the CEO level down, key players can quickly understand where a program or project stands in real time.

How To Get the Integration:

The Teams integration is available to all Office 365 customers with qualifying plans.  Connect to your Smartsheet account from within Teams to add a Smartsheet tab.


Contact a Smartsheet representative to learn more about using Smartsheet with Microsoft Teams.