Using the MS Teams integration

ℹ️ Before you can use Workpath for MS Teams, learn how to set up the integration here.

To get started, here's a quick guide on the benefits and how-tos of Workpath's MS Teams Integration:

 

Benefits of the MS Teams Integration:

• Keep your most important Goals always top of mind
• Update progress on Key Results, right from within Teams
• Receive timely notifications, e.g. about outdated Key Results

Logging into the Workpath App in MS Teams

Before you can start using the app, you must log in with your Workpath account. Start by entering the domain of your Workpath account, which is the part before “.workpath.com”, e.g. acme.workpath.com

If your organization has set up SSO (single sign on) for Workpath, you will be able to see a page similar to the following after you have clicked "continue":

Click on the button to start the SSO flow. Alternatively, you can also login with your password if that is what you use to access Workpath.

 

Viewing OKRs 

In MS Teams you can view all OKRs in which you are involved as an owner, team member or stakeholder. To get to the overview follow these steps:

1. Open the MS Teams app on your dektop or phone
2. Click on the Workpath icon in the sidebar 
3. Expand all OKRs

 

Updating Key Results

You can also update Key Results directly from within MS Teams.

1. Click on to see further options
2. Click "Update"
3.  Adjust the progress and/or confidence level
4. Optionally, add a comment for further context
5. Click "Update" to save the changes

Learn more about how to calculate the Goal progress and confidence level here.

 

Notifications

Notifications to e.g. update Key Results are now also available directly within the app instead of just via email. The respective action can be taken directly from there without leaving MS Teams.

Note: Please make sure that the third party apps are allowed and set up correctly (see screenshots).

FAQs

Do users with a viewer license have access to this integration as well? If so, what's shown?

Yes, viewers also have access to the MS Teams integration. They'll see their for homepage, too, but won't be able to update progress on Key Results, and won't receive notifications.