Integrate with Microsoft Teams

 

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As your company uses Microsoft Teams to collaborate on projects or initiatives, you'll often encounter invaluable product feedback.

At Productboard, we want to ensure that you have a mechanism for housing this in a system-of-record. This enables you to record, categorize and leverage feedback for feature or roadmap prioritization.

By integrating Microsoft Teams and Productboard, you'll unlock the ability to push Microsoft Teams messages into Productboard as notes.

In this article:

How to enable the integration

Note: You must have permission in Microsoft Teams and a paid Microsoft 365 plan to install apps in Microsoft Teams.

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  1. Go to the Microsoft Teams Marketplace and search for "Productboard" or click this link.
  2. Click on Add. You can also add the app to a team, a chat, or a meeting.

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  3. Type the Sign in command to the Productboard Insights chat and click the Sign in to Productboard button.
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  4. Type your workspace URL in the popup window and click on Continue.
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  5. Authenticate with your Productboard credentials.
  6. Authorize the app’s access to Productboard by clicking the Authorize button.
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You are now signed in and you can push messages to Productboard!

How to push messages from Microsoft Teams into Productboard

  1. Hover over a message.
  2. Select ••• More actions.
  3. Select Push to Productboard.

You will receive a bot message indicating that the note has been successfully pushed to Productboard. Select Open in Productboard to open the note in your Insights board.

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What types of messages can be pushed to Productboard from Microsoft Teams?

You can push all plain text messages from private channels, team channels, or chats.

Each note only records a single message. Therefore, if you wish to push multiple notes from the same thread, you will need to push each note separately. Each of the pushed messages will be recorded as a separate note in Productboard, i.e. they will not be threaded together.

Known issues

Authentication failure

Issue description

Depending on your SSO implementation, it can happen that the Microsoft Teams native application for Mac or Windows sometimes fails to authenticate a sign-in. If this happens, you'll get an error message similar to the below one:

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Issue resolution

Follow the steps below to resolve the issue:

  1. On your browser of choice, log into Microsoft Teams.
  2. Authenticate the Productboard app. You can find it here

Following these steps, you'll set up Productboard in the browser and the Microsoft Teams desktop apps.

Limitations

Can users push notes that include images to Productboard with the Teams integration?

No, You can only push simple text and HTML messages with the Teams integration.

Can users push notes to multiple workspaces?

No, you can only authorize one workspace for the app. Pushing notes to a different workspace requires signing out and signing back into the app while authorizing a different workspace.

See also

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