Microsoft Teams App

The following chapter explains all things concerning the Microsoft Teams App. 

Requirements

To be able to use this feature, TIM v7.4 or higher is required.


Once logged into the TIM-App, the user won't be logged out automatically. The App solely mirrors what is visible in the browser, and no tasks can yet be finished in Microsoft Teams.

For more information about the tabs in the system please refer to the Elementary features page.




1. Installation


Azure Requirements

You need Teams Administration rights in order to add the app

Custom App Policy

If you experience any errors, ülease make sure that "Third Party Apps" are allowed in your policies!

Congratulations, from now on, every permitted user is able to add/pin this app in his Teams client. 


2. Login


In order to log in you need to fill in the URL of your TIM server (1.), your Username (2.), and your password (3.). For more details on the login have a look at the getting started documentation.



1.An example for a valid URL would be https://severname.domain
2.For authentication use the username which is entered to log in to TIM
3.For authentication use the password which is entered to log in to TIM




My tasks

Here, a list of all the open tasks of the logged-in user is visible.


  1. The 'My tasks' tab is automatically opened everytime the app is opened



  2. When selecting one task by clicking on it, an overview of this particular task is shown.


   
NumberNameDescription
1.General information

Basic information about the instance is given here.

By clicking on the 'Show task in TIM'-button the user gets sent directly into the smatform view of the selected task in the browser. (If the user is already logged into the tenant in the browser, no login will be required)

2.Documents

All uploaded documents are listed here. 

If no documents are attached to the instance, the folder won't be visible

3.Notes

All notes about the instance are listed here.

4.Efforts

All tracked efforts for this instance are listed here.

5.Assignment HistoryAll changes in the user assignment of this task are listed here.



My instances

Here, a list of all the open instances of the logged in user are visible.

  1. Open the 'My instances'-tab by clicking on it at the top bar of the TIM app



  2. When selecting one instance by clicking on it, an overview of this particular instance is shown.


NumberNameDescription
1.Overview

Basic information about the instance is given here.

By clicking on the 'Show instance in TIM'-button the user gets sent directly into the smatform view of the selected instance in the browser. (If the user is already logged into the tenant in the browser, no login will be required)

2.Documents

All uploaded documents are listed here. 

If no documents are attached to the instance, the folder won't be visible

3.Notes

All notes about the instance are listed here.

4.SwimlanesAll swimlanes and the assigned users/groups are listed here
5.Efforts

All tracked efforts for this instance are listed here.

6.ActivitiesAll activities of the process are listed here

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