Microsoft Teams Integration | Online Help | Zoho Projects

Microsoft Teams Integration

Get into action with our integration with Microsoft Teams in Office 365. Microsoft Teams is an all-in-one hub for effective team collaboration. Teams users can add Zoho projects tab to their chat channels and start working on projects directly from the Teams workspace.

Access Privilege

Only Microsoft Teams users who are a part of the Zoho Projects portal can access the project tabs.

Significant Aspects of Microsoft Teams Integration

  1. Collaborate with your teammates via chat.
  2. Add tasks and task lists to projects directly from the Teams workspace.
  3. Customize your task view.
  1. Link tasks using four types of task dependency and establish task workflow.

  1. View task lists of the project while chatting with teammates about the tasks & project activities. 
    • Task list view displays the task owner, task status, start date, and end date for each task. 
    • The chart view of the task list shows a graphical representation of the tasks by user, status, priority, and percent complete.

Add Zoho Projects Tab

  1. Log in to your Microsoft Teams account in Office 365.
  2. Click the + button in the top of the channel to add a new tab.

  1. Click the Zoho Projects icon in the Add a tab pop-up.
  2. Link your Zoho Projects account to your Teams account (if you’re a new user, sign up for Zoho Projects and create your portal).
  3. Select your portal and choose the project you want to work on. 

  1. Click Save
You can keep adding more Zoho Projects tabs within your channel.

Install Zoho Projects Bot

Using the Zoho Projects bot, you can view all the projects or tasks in your portal, view their details and edit them, and create tasks in a project. 

  1. Log in to your Microsoft Teams account in Office 365.
  2. Click Store and navigate to Bots.
  3. Select Zoho Projects bot and click Install.

 You will need to authorize your Zoho Projects account to link the bot.

  • Click Authorize in the Zoho Projects bot. You can proceed with the same Zoho Projects account you are already logged in or you can log in using a different account. 

You are now ready to use the bot.

  • You can type @Zoho Projects in your team’s Conversations tab and select the Zoho Projects bot. You will be prompted to select an action or you can type the action to view projects or tasks or create tasks.  

Actions you can perform:
  1. View all projects
  2. View tasks in a project
  3. Create tasks in a project
  • When you view tasks, you can edit the task details such as status, priority, task assignee, and comments.
  • The actions you perform in your channel’s Conversation tab using Zoho Projects bot can be viewed by all the users in your team. However, if you want to view the projects or task details in private, navigate to Chat in MS Teams and click Zoho Projects private chatbot.
  • You can set up portal and projects from your Zoho Projects private chatbot whereas you cannot do it from your channel’s Conversation tab.

Zoho Projects Messaging Extensions

You can generate task preview from your channel’s Conversation tab or Zoho Projects private chatbot using our messaging extension in Microsoft Teams.

To generate task preview:

  1. Click below the text box.
  2. Select Zoho Projects.
  3. Search for the task you want to preview.
  4. Select the task and send messages along with it.

Configure Notifications

Users can select the type of notifications they want to receive from Zoho Projects.
  1. Click   in the upper-right corner of the top navigation band.
  2. Navigate to the Personal Preferences section, click Notifications, and then click Microsoft Teams.
  3. Make note of instructions to be followed in MS Teams and then click Refresh page.
  4. Enable the notifications for the respective actions.
  5. The selected notifications will be pushed to the bot.


Push Action Cards to Microsoft Teams Bot and Outlook Email

Task, issues, milestone, and forum updates and comments action cards are pushed to the bot channel and also sent to Outlook mail. This is available only for Microsoft SSO logins.

  1. Navigate to the task, issue, milestone details page, or forums.
  2. Update a field or add a comment. For forums, you can post a new forum or add a comment.
  3. Action card will appear in the corresponding channel in MS teams.
  4. Users will also receive an action card in their Outlook email.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Zendesk Integration

                                                                                                                          Zendesk helps in tracking and prioritizing tickets based on the customer requirement. It provides an effective solution for resolving problems and helps organizations reduce down-time. Benefits: Tickets can be converted into issues or tasks easily. ...
                                                                                                                        • Slack Integration

                                                                                                                          For effective team communication, we have integrated Slack into Zoho Projects. Now, you can push your project updates to Slack feeds and manage your project activities. Group your project activities and conversations together to keep the project ...
                                                                                                                        • Microsoft Integrations

                                                                                                                          Zoho Projects integrates with Microsoft applications, making it easier and more efficient to manage tasks. The SSO (Single Sign-On) allows Microsoft users to login with their existing credentials. Action cards allow users to complete specific tasks ...
                                                                                                                        • Microsoft Outlook Integration

                                                                                                                          The Zoho Projects extension for Microsoft Outlook allows users to access their tasks and issues directly from Outlook. Users can also control certain task actions using the action cards that are sent as an email. Configure Integration Login to Zoho ...
                                                                                                                        • Microsoft Power BI Integration

                                                                                                                          Microsoft Power BI is an advanced analytical tool that helps analyze trends, stats, and create detailed reports. Integrate Power BI with Zoho Projects to sync your project data, visualize it, create dashboards and reports, and share them with your ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources