Microsoft Teams

You can integrate your TeamRetro team with your Microsoft Teams channel by creating workflows.  Once integrated, you will be able to:

• Invite team members to a retrospective or health check
• Share meeting summaries and action items from meetings

To configure this integration, you must be a TeamRetro Team Administrator.

Creating a Workflow

1. Sign in to your MS Teams account.
2. You can either create a Workflow by:

   1. Clicking More options ••• next to a specific team, then clicking on the WORKFLOWS option.

      

   2. Or, through the side bar, by clicking on WORKFLOWS, followed by + NEW FLOW.

      

      
      

3. Select POST TO A CHANNEL WHEN A WEBHOOK REQUEST IS RECEIVED.

4. Provide a name for your specific Workflow and then click on NEXT.

5. Choose the corresponding Team and Channel you would like TeamRetro to post to. Then click on ADD WORKFLOW.

6. COPY the workflow URL that is generated as this will be the link you use back in TeamRetro.

7. Follow the steps under Configure Microsoft Team integration in TeamRetro below.

8. Your integration is now complete.

Create a Microsoft Teams Incoming Webhook

1. Sign in to your Microsoft Teams account.

   
   

2. Next to the team channel you would like to link TeamRetro to, select More options ••• from the upper-right corner.

   
   

3. Select CONNECTORS from the dropdown menu.

   

   
   

4. Search for "Webhook" in the search bar, look for and click on the "Incoming Webhook" option. Then click on ADD.

   

   

   
   

5. Provide a name for the webhook (e.g. TeamRetro), optionally provide and image, and then click on CREATE.

   You can use this image:

   

   
   

6. After a moment, MICROSOFT TEAMS will present you with a Webhook URL (like below).

   Copy this - you'll need to enter this later in TeamRetro.

   

Configure Microsoft Teams integration in TeamRetro

1. On the team —> SETTINGS —> INTEGRATIONS screen.

2. Click CONNECT next to Microsoft Teams.

   

3. Paste the Webhook URL (e.g. https://outlook.office.com/webhook/...) you copied earlier.

4. SAVE CHANGES and if the connection was successful, you should see CONNECTED next to Microsoft Teams on the integrations page.

Inviting your team via Microsoft Teams

When you create a retrospective or health check, you can invite team members to join via Teams.

1. Create your retrospective or health check.
2. Under Invite team, Click on the TEAMS tab when it is connected and then POST to the relevant channel.

Testing Your Integration

• Back on your team HOME screen, click the PUBLISH icon and you will see PUBLISH TO MICROSOFT TEAMS as an option.