Microsoft Teams

By Smartsheet

Transform conversations into action with Microsoft Teams and Smartsheet

Turn Conversations into Action with Smartsheet and Microsoft Teams

With our latest update to the Smartsheet and Microsoft Teams integration, it's never been easier to harness the creativity and spontaneity of conversations in Teams within a work execution platform.

Get More Work Done Without Leaving Microsoft Teams

Turn Chat into Action

Enhance Operational Visibility

The Smartsheet integration with Microsoft Teams harnesses the creativity and spontaneity of conversations, pairing them with a work execution platform to transform conversations into action.

Key Features

  • Send Notifications to a Teams Channel - 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 on specific changes in their channel, so they can take appropriate action on tasks and projects right away.
  • Receive Reminders as Direct Messages - With the Smartsheet integration with Teams, you can receive Smartsheet notifications and reminders as direct messages, review and submit Smartsheet update requests, and review and approve Smartsheet approval requests without leaving Teams. Find you need to see more detail in Smartsheet? All Smartsheet notifications in Teams contain a link back to Smartsheet so you can easily get the level of information you need.
  • Add Smartsheet "Tabs" within a Teams Channel - Microsoft Teams 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.  Key stakeholders can quickly understand where a program stands with access to accurate, real-time information. With this integration, you can go beyond conversation to take action on key projects and tasks from within the Teams app. No more switching between apps to approve requests or share key information.

How to get it:

Within Microsoft Teams, click on the “store” (lower left) and search for Smartsheet.  With the “Add for you” option, you can elect to receive Smartsheet messages as a Direct Message in Teams. With the “Add to a team” feature, you can add Smartsheet sheets, dashboards and reports as a “tab” in a channel. You can also configure Smartsheet alerts to be sent to a Teams channel by installing the integration for the Team.  

 

Please note that before your Team can receive the notifications, your O365 admin must approve the Smartsheet application.

All customers of Smartsheet and Microsoft Teams are able to take full advantage of the integration’s many benefits.