Unify Your Workday

with Teams Apps

Unify Your Workday with Teams Apps 2

Who this is for:

This e-book is for anyone who uses one or more
apps in their workday alongside Microsoft Teams.
It shows how integrating third-party apps in Teams
can augment the Teams experience and reduce
wasted time and focus by reducing the need to
switch between solutions. It’s also for business
decision-makers who are looking for ways to help
people work more efficiently, especially when
working remotely.

You’ll learn how easy it is to use third-party

apps in Teams and how this can help improve
the employee experience.
Unify Your Workday with Teams Apps 3

Contents
Click the title of an item to jump straight to that section.

Introduction 4 A day in the life How to add Specialized Getting started 44

with apps and apps to Teams 14 tools for line-of-
Teams 5 business needs 19

Marketing 20

Sales 24

Service 28

Project management 32

Operations 36

Software development 40
Introduction
Unify Your Workday with Teams Apps 4

Introduction Transforming workplace collaboration is a business

imperative. Helping employees stay productive as
You can find apps in in Microsoft AppSource,
your source for third-party apps that work with
remote work becomes the norm is critical. With Microsoft solutions, as well as within Teams itself.
increasing numbers of apps essential to getting There are more than 750 apps currently available
things done, employees find themselves constantly for Teams, including industry- and department-
toggling between them. This breaks focus and specific functionality, with more added on a
lowers productivity. monthly basis.

Using Microsoft Teams, you can easily add powerful This e-book will look at how apps in Teams
apps to the hub for teamwork you use every day. can transform the workplace experience
In just a few clicks you can have your favorite apps and serve the specialized needs of various
alongside—and integrated with—chat, meetings, departments.
and file collaboration.
A workday powered by apps and Teams 5

A day in the life with

apps and Teams
Let’s take a look at a typical workday
for a project manager named Sara.

Starting a modern workday

It’s a busy day for Sara—her team is kicking off
a new project.
A workday powered by apps and Teams 6

Getting feedback from

team members
Right after Sara sets up the group channel in
Teams, she uses Polly to send out a survey about
how often the team prefers to meet. She gets
the responses quickly, and most agree that daily
standups would be best.

Get the app

A workday powered by apps and Teams 7

Managing projects
In their first Teams meeting that afternoon, Sara
has already started populating a monday.com
project planning board, which she can share
with the whole team. Everyone can see it as a
tab in Teams and they collaboratively build a
rough schedule, assign tasks, and set deadlines
for the first couple of weeks.

Get the app

A workday powered by apps and Teams 8

Hiring and personnel

Sara’s team is expanding to handle the
additional workload and she needs to make
sure the candidate pipeline keeps moving
forward. From the Workday tab in Teams, she
can remind interviewers to provide feedback
on three candidates.

Get the app

A workday powered by apps and Teams 9

Managing documents
and contracts
Sara sends a quick chat to HR to let them know
the decision, and they send back paperwork
for her to sign directly in the Adobe Sign app
in her Teams window. The hiring workflow is
accelerated so she can quickly get the talent her
team needs.

Get the app

A workday powered by apps and Teams 10

Everyday admin tasks

Sara goes out to lunch with a potential business
partner to talk about a joint venture. When she
gets back in the office, she snaps a picture of
the receipt and Workday creates an expense
submission for her.

Get the app

A workday powered by apps and Teams 11

Keeping processes moving

Before leaving for the day, Sara wants to check
on the status of a new contractor’s onboarding
documents. She can actually ask the Adobe Sign
app through chat to let him know the status.

Get the app

A workday powered by apps and Teams 12

How Teams apps Her virtual collaboration was

enriched with new levels of
She used powerful functionality
like e-signatures, project

transformed
functionality and interaction. management, and HR tasks all in
one place.

Sara’s workday
She gained agility to stay competitive, She helped keep data and devices
from quickly hiring the right candidate safe with the built-in security of
Looking back over Sara’s day, we to identifying schedule issues. Microsoft 365, which was managed
more easily by IT with centralized
can see several ways that Teams
admin tools.
apps helped make her and her
team more productive.
A workday powered by apps and Teams 13

Featured apps monday.com

Enhance Microsoft Teams with comprehensive
Workday
With Workday for Microsoft Teams, you can

used by Sara workflow and project management capabilities.

monday.com powers teams to organize, structure,
empower your people to collaborate with less
friction and complete everyday HR and Finance

throughout
and streamline programs, projects, tasks right inside Teams.
and processes.

her workday Watch Demo: monday.com integration

with Microsoft Teams
Watch Demo: Workday
for Microsoft Teams

Adobe Sign Polly

Adobe Sign is Microsoft’s preferred e-signature Polly captures instant, contextual feedback from
solution that gets your documents signed faster your team in seconds directly in Microsoft Teams.
than ever when you add it to Microsoft Teams. Just about anyone can get started with Polly to
Now, you can send a document for e-signature and quickly reach their colleagues and make data-
track the signing process at every step—right from driven decisions.
the Adobe Sign tab within Teams.

Watch demo: Live Sign with Adobe Sign Watch demo: Running an interactive
for Microsoft Teams poll inside a Teams Meeting with Polly
How to add apps to Teams 14

How to add Add apps in Teams Add app notifications

apps to Teams to a channel

 Click to go to section  Click to go to section

Adding apps to Microsoft Teams is
super simple. You can search for apps
at Microsoft AppSource.

Or, you can also add apps right from Add apps to a tab in Add apps from the
inside Teams—here are four ways to a channel or a chat messaging area
do it.

 Click to go to section  Click to go to section

How to add apps to Teams 15

Add apps
in Teams Apps
Apps 2 Get more done
with apps!
Search
Search allallapps
apps

Go to Apps (1) on the lower left side of Polly

All
the Teams screen, then search (2) for your
favorite app or browse the app categories
to find new ones. Hit the Add (3) button 3
to add the app. Note team owners can
restrict who can add apps, and some apps
can only be added by a team owner.


Go back to the list of the four ways
How to add apps to Teams 16

Add apps to a
tab in a channel
General Posts Files Wiki

or a chat
Sales team

Development team

Creative team

Management team
In tabs, you can add apps to share content
and work collaboratively. Go to the channel,
group chat, or one-on-one conversation of
your choosing, and click Add a tab (the +
symbol). From there, select the app you want.
In some cases, you might also add a specific
file to the tab.


Go back to the list of the four ways
How to add apps to Teams 17

Add app
1
notifications
General Posts Files Wiki

to a channel
Sales team

General
Connectros for “General” channel in “Sales” team
Development team

Creative team
An app capability called a Connector inserts
Management team
app notifications into a channel. To set one
Connectros for your team

Polly
Configure
3
up, go to the channel you want, select
... (1) > Connectors (2), and choose an app.
Forms
2
Configure

You’ll be given the option to Configure (3) All connectors

notifications for any app already added for Adobe Sign

Add

your team or to Add a new app. Workday

Add

Adobe Creative Cloud Add

Type your questions here


Go back to the list of the four ways
How to add apps to Teams 18

Add apps from the

messaging area
General Posts Files Wiki

Sales team Today

General

Some apps let you insert content from the Development team
George McCaffery Jr. 1:36 PM 7
Hey team, here are the latest dashboard designs httpp://xd.adobe.com/view/123

app directly into Teams messages. To add Creative team

FindDashboard_v2
an app
one, select ... beneath the box where you
Prototype | Last modified July 9, 2020

Management team xd.adobe.com

type a message and choose an app. Another

Reply
way to add apps is to type @ in the box
Polly Forms Adobe
then click Get bots. Bots provide answers, Sign

updates, and assistance when you chat with

them one-on-one or in channels.
Workday Adobe Trello
Creative
Cloud
Want to learn more about
adding apps to Teams? Check More apps
out this instructional video.

Type your questions here


Go back to the list of the four ways
Specialized tools for line-of-business needs 19

Which function are you interested in exploring first? Click the name to jump to the section.

Specialized Marketing Project management

tools for
line-of-business Presentations.AI Mindomo Adobe Creative
Cloud
 AgilePolly ScrumGenius Decisions


needs Sales Operations

Now let’s take a look at how Teams apps can
help you in your day-to-day work. A wide
range of the most popular app providers are Salesforce Woobot Adobe Sign
 Monday.com Asana Tasks

integrated with Microsoft Teams, so there’s a
solution to help almost every department or
business function.
Service Software development

Confluence
Now Virtual
Agent
MailClark Talla
 GitHub
Cloud
Jira Cloud

Specialized tools for line-of-business needs 20

Marketing
Marketing is a fast-paced, ever-changing field requiring
equal parts data and creativity. Staying in the flow while
staying on top of the latest information and schedules drives
success. With marketing-specific apps inside Teams, you
can focus less on switching from app to app and more on
capturing customers’ attention.

Featured apps:


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Specialized tools for line-of-business needs 21

Creative collaboration
Adobe Creative Cloud Chat Help About
Creating great visuals is important for
catching the attention of potential
Today
customers—but the back-and-forth of
collaboration can get messy. Using Teams George McCaffery Jr. 1:36 PM 7
Hey team, here are the latest dashboard designs httpp://xd.adobe.com/view/123
apps, you can make the creative process
Dashboard_v2

faster and more seamless. Prototype | Last modified July 9, 2020

xd.adobe.com

Featured app:
Adobe Crea...
Reply

Adobe Creative Cloud

Adobe Creative Cloud 1:56 PM

Content creators and collaborators can George McCaffery Jr. commented on Dashboard_v2

now find, view, and share Adobe Creative

“The spacing here should align with the overall team´s design framework. Can we double check on
to see if this matches up?”

Cloud assets within Microsoft Teams.

Reply

Type your questions here


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Specialized tools for line-of-business needs 22

Creating presentations
Presentations AI Chat My presentations Help About
Presenting campaign plans, brand
strategy, and creative is a daily need
Today
in marketing teams around the world.
Now, you can build and share intelligent Welcome Document
presentations from Teams. Created by Presentations.ai

Featured app: Edit Document

Presentations.AI
Presentation...

5:42 PM

Presentations.AI helps everyone on the Help

team create impactful presentations with Welcome to Presentations.AI

the touch of a button. With the Teams app,
you can create, access, and collaborate on
Create New Presentation Shared Presentations List
Presentations.AI from chat or a dedicated tab.
My Presentations List More Help Presentations AI
Send a card

Type your questions here


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Specialized tools for line-of-business needs 23

Brainstorming ideas
Mindomo Mindomo Maps About
Creative inspiration is the soul of great
marketing, and Teams is the place
for the meetings where collaborative
creativity happens. Teams apps enrich the
experience with design thinking, mind
mapping, and more.

Featured app:
Mindomo

Mindomo
Help

Collaborate real-time on mind maps,

concept maps, outlines, and Gantt charts.


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Specialized tools for line-of-business needs 24

Sales
Staying on top of the latest opportunities and collaborating
to win deals is all in a day’s work for today’s salesperson.
And with Teams apps, it’s all in one place.

Featured apps:


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Specialized tools for line-of-business needs 25

Sales team collaboration

Salesforce Chat About
In most organizations, selling is a team
sport, requiring contributions from multiple
Today
individuals to keep leads moving forward.
Teams is a great environment for managing Daniel Mandera 12:50 PM
the sales funnel, no matter where people Here's the Account we were referring to this morning...

work from.
Salesforce

Featured app: Haven Enterprises

Salesforce

Salesforce Account Number A77312323

Type Mid-Market
Industry Financial Services
Salesforce integration with Microsoft
Total Sales $232,405
Teams lets you search and mention
Salesforce records in Teams chats and View in Salesforce

conversations.
Reply

Type your questions here

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Specialized tools for line-of-business needs 26

Sales data management

Woobot Chat Blog Help Brain About
Managing massive amounts of data about
customers is essential to capturing every
Today
opportunity but can take time away from
Woobot 1:36 PM
crucial customer interactions. Teams apps Aaron Gilbert has created a new Opportunity in stage Qualification

enable sales professionals to streamline how Woobot 1:36 PM

Opportunity > Alan Parsons Project

they work with sales data. Alan Parsons Project
New Opportynity Created
Name Account
More...
Alan Parsons Project Parsons Co.
Featured app:
Woobot

Amout Stage
Reply
Woobot
Probability Close Date
Woobot 4:22 PM
Aaron Gilbert shared Opportunity record
Transform the remote work experience Woobot 1:36 PM
Owner Modified
and breathe new life into Salesforce by Alan Parsons Project

seamlessly threading business-critical Name

Acccount
Amount
data into the context of conversations Stage
Log a Call New task Save Share in channel

using Woobot’s powerful, flexible More...

integration platform. Reply

Type your questions here


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Specialized tools for line-of-business needs 27

+
Contracts and approvals
Closing deals effectively requires meticulous
management of digital documents and Adobe Sign Chat Adobe Sign About

contracts. With Teams apps, you can get the

SEND FOR SIGNATURE MANAGE TAB
digital paperwork signed faster and manage
it all from inside your hub for teamwork.
Name Company Document Title
Featured app:
Waiting For Me to Sign (1)
Adobe Sign GlobalCorpNDA
Adobe Sign From: Michel Point
To: [email protected]
Adobe Sign is Microsoft’s preferred e-signature Out for Signature (2)
Date: 08/22/2020
solution that gets your documents signed faster Status: Out for e-signature

than ever when you add it to Microsoft Teams.

Now, you can send a document for e-signature
Signed (3)
and track the signing process at every step—
GLOBAL CONSULTANT NON-DISCLOSURE AGREEMENT

right from the Adobe Sign tab within Teams.

Demo: Live Sign with Adobe Archived (0)

Sign for Microsoft Teams.


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Specialized tools for line-of-business needs 28

Service
Delivering exceptional customer experiences has never been
more vital to business success. With Teams apps, service
professionals can solve issues faster and spend more time
with customers.

Featured apps:


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Specialized tools for line-of-business needs 29

Tasks and tickets

Now Virtual Agent Chat About
With pressure on service teams to handle
increasing volumes of requests, they need
Today
to make every moment count. Integrating
tasks in Teams means they can do more from
one place and resolve issues faster for higher
customer satisfaction.
Now Virtual Agent 1:36 PM

Welcome to the ServiceNow platform.

Featured app:
Now Virtual...

Hi Emily, please enter your request or make a selection of what I can

Now Virtual Agent
help with. You can type Hi any time when you need help.

The Now Virtual Agent allows you to perform

routine ServiceNow tasks directly in Teams,
so you can work more efficiently using chat,
exchange data seamlessly with your existing
ServiceNow apps, find answers to frequently
asked questions, and resolve common IT
requests and HR tasks across your ServiceNow
Type your questions here
cloud services.

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Specialized tools for line-of-business needs 30

Managing team inboxes

MailClark Chat Adapters Settings Help About
If you use shared inboxes for your service
team, you know how challenging it can be
Today
to make sure information is routed to the
right place at the right time. Specialized mail
MailClark 1:36 PM

management apps in Teams can help, with New brand brief

the ability to intelligently prioritize messages Paige Benson Action required Fleur, assignee

and manage replies in one place. 3 replies from Antoine, you and MailClark
MailClark

Fleur
Featured app: MailClark
Hi Paige,
MailClark Nice to meet you. I'm Fleur, of Steven.
Are you available tomorrow morning for a call about your new brand project?
All best,

Easily engage your teammates in workflows Mail Clark

related to messages management. MailClark In 30 seconds, I'll send out your message above (Hi Paige, Nice...”)
to [email protected]
centralizes shared inboxes inside of Teams to
Edit To, CC, Bcc, Subject Attach files Send now Cancel

optimize productivity.

Type your questions here

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Specialized tools for line-of-business needs 31

+
AI and automation
With huge volumes of information to
manage and an ever-increasing workload,
Talla Chat Adobe Sign About
service professionals need technology that
helps them do more in less time. Service Today
automation solutions work in Teams to extract
support information from documentation, 12:50 PM
What does the code 0x01B mean?
help answer customer questions, and make
reps more productive.
Talla 1:36 PM
Talla

Featured app: Error Code 0x01B

Talla 0x1B is a calibration error. To resolve this issue, click on
the Settings button, then Display, and then Assistance
with Calibration.
Improve customer satisfaction and rep
productivity by automating workflows and LCD Errors - Last verified: March 5,2020

have Talla answer common support questions Helpful Not helpful

within team channels or individually. Talla will

ensure your support information is always up-
to-date and accurate without ever having to
leave teams.
Type your questions here

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Specialized tools for line-of-business needs 32

Project management
Complex projects and shrinking timelines make efficiency
essential for project managers. They have enough to keep track
of without switching apps. Teams apps give them a command
center for tracking schedules and tasks while staying in touch
with contributors.

Featured apps:


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Specialized tools for line-of-business needs 33

+
Agile processes
The need to deliver greater value across
all types of projects has moved many
AgilePolly Activity Files Dashboard Help About
organizations toward adopting agile
methodologies. With daily meetings being Today
central to most agile projects, Teams is the
natural place to bring together collaboration Engineering Team Standup
and agile processes. Please share what you have been up to with the rest of the team.

Owner: Roger Nickdon | Closes: Mar 8th at 11:00AM

Featured app:
AgilePolly
What did you accomplish since the last check-in?
AgilePolly

What are you working on next?

AgilePolly empowers your team with
continuous insights into your agile processes,
Are there any issues blocking your progress
all through a native Microsoft Teams
Not blocked Blocked
experience. Simply add AgilePolly to any
team or group chat where you’d like to
run standups. Pin the AgilePolly tab to any Submit Responses

channel where you’d like to post results. Then

you are all set to kick off your first Microsoft Type your questions here
Teams native standup.

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Specialized tools for line-of-business needs 34

Scrum management
ScrumGenius Chat Help Dashboard About
Scrums are a way of life for the agile project
team. Bringing all the moving parts of scrums
Today
together automatically in the place where
people work every day is a strength of several ScrumGenius 1:36 PM
Teams apps. What did you do yesterday?

Featured app: 1:36 PM

ScrumGenius
ScrumGenius
Working on the new features for ScrumGenius

Automate your team status meetings. ScrumGenius 1:36 PM

What are you working on today?

ScrumGenius runs automatic check-ins and
stand-ups to help managers to track the
progress, goals and performance of their
1:36 PM
employees. Let ScrumGenius help your team Working on email summary for ScrumGenius
keep your agile sprints on track.

Type your questions here

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Specialized tools for line-of-business needs 35

Productive meetings
Decisions Conversations Files Wiki All Meetings Meeting(Finance) Decisions(Finance) Meeting Notes
High-quality meetings can do a lot to keep
a project moving forward, but preventing Monthly Finance Update
wasted time is essential. Using specialized
Teams apps for managing meetings can help
keep everyone on track.
1 Charlotte Miller
May Financial Results
Report on initial May financial performance.
Featured app:
Decisions
Decisions

Improve meeting productivity, collaboration 2

Look Ahead to June David Jeffries

and engagement with the agenda builder, in- On target to hit June performance numbers?

meeting extensions, secure voting, minutes

templates, task management, and more.
3 Charlotte Miller
Cost Savings Discussion
Report on current cost-savings initiatives

Type your questions here

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Specialized tools for line-of-business needs 36

Operations
Keeping operations running smoothly is all about being on
top of the latest information. With Teams apps, operations
teams can always be in the know without jumping from
screen to screen.

Featured apps:


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Specialized tools for line-of-business needs 37

+
Work planning
In the day-to-day complexity of operations, a
clear view of who is responsible for what and monday.com Chat Inbox My Week About

when is essential. Teams apps help assign and

MS Teams app meeting
manage tasks in the context of collaboration
so people can stay on top of their to-do lists.
This week Assignee Assignee Priority Priority

Onboarding product KPI Done Must

Featured app:
Monday.com Final design Working on it Must
monday.com

Android and iOS asset Done Must

Instantly turn updates, new items, and
Copy and align all text Done Working on it
changes from a specific item into messages in
All texts Done Must
Teams so your people have the most up-to-
date information and are able to work from Handoff Working on it Must

both platforms and stay synchronized.

Demo: monday.com integration

with Microsoft Teams.
Type your questions here

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Specialized tools for line-of-business needs 38

Task management
Asana Chat About
Assigning and tracking tasks efficiently
helps teams get more done, faster. With
Asana
work management apps in Teams, you Create a task

can ensure timely completion of key

Task name
operations priorities.
Assignee Due Date
Featured app:
Asana
Asana

Asana project

Collaborate on Asana tasks and keep work Task description

connected without having to leave Teams.

Directly translate Teams conversations into
Message This will be added as a comment to the task
actionable Asana tasks.

Send task to Marketing Chatz Create task

Type your questions here


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Specialized tools for line-of-business needs 39

Planning
Planner Chat About
Empowering everyone on your team
to participate in task management
and planning helps unify insights and My tasks Tesk title Assigned to Priority Due Bucket

supports effective strategy. With project Tasks

Add task

management solutions as Teams apps, Important

Planned
they can do it all in one place without
Assigned to me
learning specialized software. Training Materials

Side Projects

Featured app:
Vacation Planning

3 more tasks
Tasks
Shared plans
Fourth Coffee Store

The Tasks app brings a cohesive task Locations

management experience to Microsoft Teams, Budgets

integrating individual tasks powered by Scheduling

Microsoft To Do and team tasks powered by 3 more tasks

Planner in one place. Users can access Tasks as

an app on the left side of Teams and as a tab
in a channel within individual teams.
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Specialized tools for line-of-business needs 40

Software development
Software teams are always looking for ways to shorten time
to market while improving quality and driving innovation.
With Teams apps for developers, they can collaborate,
manage code, and keep projects moving forward easily.

Featured apps:

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Specialized tools for line-of-business needs 41

Code management
GitHub Chat About
With software development becoming
increasingly collaborative—and
Today
deadlines getting shorter—modern code
management best practices are a must. George McCaffery Jr. 1:36 PM
GitHub subscribe http://github.com/george/support-ops
Teams apps unite specialized development
Github 1:36 PM
tools with everyday productivity. Subscribed to george/support-ops. This channel will received notifications for

issues pulls commits comments

Featured app:
GitHub
Reply

GitHub
GitHub 1:56 PM

3 new commits pushed to main by @ifielder

Bring your code to the conversations you care Repository github/blankrepo

about with the GitHub for Microsoft Teams. 2822as2 Add connect all to same method for all connections classes

With two of your most important workspaces 2822as2 Add repositories connection

Use mysql1 throttler for new repositories connection

connected, you can monitor, plan, and
2822as2

Reply
collaborate on your GitHub code and other
projects without leaving Microsoft Teams.

Type your questions here

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Specialized tools for line-of-business needs 42

Knowledge management
Confluence Cloud Chat Files Wiki Marketing project plan Project strategy planning
Whether it’s a software roadmap or technical
documentation, knowledge management
is central to successful management of Marketing project plan
software portfolios. Kayo Miwa
Last modified lun 18 2020 by Kayo Miwa

Featured app: Driver Approver Contributors Stakeholder

Confluence Cloud
Confluence

Objective

Confluence is a team workspace where Due Date

knowledge and collaboration meet. Key outcomes
Dynamic pages give your team a place to Status
create, capture, and collaborate on any
Problem Statement
project or idea. You can find it by searching
inside of Teams.
Scope
Must have:

Nice to have:

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Specialized tools for line-of-business needs 43

Release management
Jira Cloud Chat Assigned to me Reported by me Watched by me My filters About
Shipping early and often is a marker of success
for agile software teams. The right tools make
Today
a difference, helping people to plan, prioritize,
12:50 PM
release, and report with confidence. Help

Jira Cloud 1:56 PM

Jira Cloud Create issue
Featured app: Here´s a list of coomand I can process type an issue key (e.g. MP-47)
to view issue car with actions.
Jira Cloud Search issues
Jira Cloud connect site-url
create TK-1: My first test of new-gen project
find Unnssigned - 11/29/2020
Jira Cloud for Microsoft Teams brings assign To do
edit
your Jira Cloud experience into your log ISDP-32: Intranet down?
watch
collaboration environment, letting you and unwatch
Adele Vance - 8/12/2020

Open

your team stay focused and communicate vote

unvote KSDP-26: Update seetings page
on issues and backlog. Interact with Jira comment Unnssigned - 11/29/2020
disconnect Backlog
Cloud bot for Microsoft Teams to create, cancel
KSDP-26: update UI for sign-up webpage
assign, watch, and edit issues, and to log Unnssigned - 11/29/2020

Backlog
working time.
Type your questions here

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 Getting started
Integrating apps with Teams is a great way to:

Boost collaboration
Increase engagement
Enhance productivity

It’s easy, with many apps available right

from within Teams itself.

Search for the relevant apps in Teams or AppSource

Add apps as Tabs to any Teams conversation
Insert content from an app directly into Teams messages
Set up bots to answer questions and automate tasks

With Teams apps, you can customize the

way you work to get more done.

Search for the apps that matter to you

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