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.

Push Action Cards to Microsoft Teams Bot and Outlook Email

Task field updates and comment action cards are pushed to the bot channel and also sent to Outlook mail. The actions permitted are Change Owner, Mark as Complete, and Add Comment.
  1. Navigate to the task details page.
  2. Update a field 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.

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 band.
  2. Navigate to the Personal Preferences section, click Notifications, and then click Microsoft Teams.
  3. Enable the notifications for the respective actions.
  4. The selected notifications will be pushed to the bot and outlook email.

    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

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                      Still can't find what you're looking for?

                      Write to us:



                        Zoho Marketing Automation

                          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 SalesIQ Resources

                                                  Zoho TeamInbox Resources

                                                          Zoho DataPrep 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

                                                                                    • Microsoft Office 365 integration

                                                                                      Import your Office 365 users to Zoho Projects with the Office 365 integration. You can add tasks and events to your primary calendar in Office 365 from Zoho Projects.  You can enable or disable the Outlook action cards that are sent along with the ...
                                                                                    • 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 ...
                                                                                    • Teams

                                                                                      Build your own team by grouping portal users. Coordinate with your team members to manage your projects efficiently and effortlessly. Feature Availability: Available in user based Enterprise plan. Create up to 50 teams. Benefits:  Filter by team in ...
                                                                                    • ServiceNow Integration

                                                                                      ServiceNow is a service management application which allows you to manage requests in the form of incidents. Install Zoho Projects in ServiceNow and manage your incidents as tasks or issues. Access Privilege Only ServiceNow users who are part of the ...
                                                                                    • Gitea Integration

                                                                                      Gitea integration allows you to host your repositories, see source commits, and make code changes. And so, now you can view all the changes made in your Gitea repository in Zoho Projects. You must copy the Webhook URL in Zoho Projects to map the ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace



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


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


                                                                                      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