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Microsoft Teams

By Smartsheet

Transform conversations into action with Microsoft Teams and Smartsheet

Turn Conversations into Action with Smartsheet and Microsoft Teams

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

  • Get More Work Done Without Leaving Microsoft Teams  - 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 (single row notifications contain a row link and multiple row notifications contain a sheet link) so you can easily get the level of information you need.
  • Hub for Teamwork - 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.
  • Turn Chat into Action - 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.
  • Enhance Operational Visibility - Key stakeholders can quickly understand where a program stands with access to accurate, real-time information.

How to get it:

Within Microsoft Teams, click on the “store” (lower left) and search for Smartsheet. Then connect Teams to your Smartsheet account.  With the “Add for you” option, you can elect to receive Smartsheet messages in Teams. With the “Add to a team” feature, you can add Smartsheet as a tab so your team can see and interact with Smartsheet sheets, dashboards, and reports.

 

The ability to receive Smartsheet messages in Teams is available to all customers of Smartsheet and Microsoft Teams. Contact a Smartsheet representative to learn more about using Smartsheet with Microsoft Teams.