Smartsheet is the best way to plan, capture, manage, automate, and report on work — wherever that work happens. Work management enables connected teams to deliver their very best work with speed and accountability. Smartsheet empowers you to collaborate in real time and deploy new processes at scale with a proven solution from your primary device or phone. Smartsheet works seamlessly with your favorite enterprise tools, such as Microsoft Teams, Outlook, and Azure Active Directory, so you can focus on accomplishing your business objectives with the best tools for the job.
With the growth of team collaboration in the cloud, information workers often waste time switching between applications or copying and pasting information into multiple systems. Bring together people, processes and technology to connect the work being done across your organization with the power of Microsoft Teams and Smartsheet. Rather than switching apps, users can turn conversations into action all in one place with the Smartsheet application within Teams.
We use Microsoft Teams for quick communication, meetings, and notetaking. And, we use Smartsheet for planning and executing our work. With this integration, we see our project plan in the same place that we talk about our work. It helps our team stay on track and work more efficiently without having to switch apps.
Program owners and project managers can now set Smartsheet notifications to be automatically sent to a Teams channel. This helps ensure the appropriate teams are immediately updated where they already work in their Teams channels, and provide visibility to the broader team so they can take appropriate action on tasks and projects right away.
Now, individual Microsoft Teams users who enable the integration can receive all their Smartsheet notifications and reminders as direct messages in Teams. They can also review and submit update requests, and review and approve approval requests without leaving Teams, saving user’s time not having switching between apps and potentially losing focus.
With the Smartsheet for Microsoft Teams integration enabled, Smartsheet and Teams customers can add Smartsheet sheets, dashboards, and reports as ‘Tabs’ within a Team channel, helping their teams bring conversations together with a current view of projects, while providing a central location where teams can work more effectively.
To get the Smartsheet for Teams integration, navigate to the “store” in Microsoft Teams and search for Smartsheet. From there you will see the “Add for you” option, where you can elect to receive Smartsheet notifications as a direct message, and the “Add to a team” option, where you can add Smartsheet sheets, dashboards, and reports as a “tab” in a channel.
To enable the functionality that allows you to send alerts directly to a Teams channel, your Microsoft 365 admin must have approved the Smartsheet application.