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Responding to Workfront Notifications and Approval Requests in Microsoft Teams

You can receive notifications from Workfront about work that needs to be accomplished or about document approvals that need to be granted.

These notifications contain actions that you can take within Microsoft Teams without navigating away to Workfront to accomplish them. 

Prerequisites for Receiving Workfront Notifications in Microsoft Teams

You can receive Workfront notifications in Microsoft Teams if the following conditions are met:

  • A team owner has installed and configured Workfront for Microsoft Teams for your team.
  • You are logged into Workfront from Microsoft Teams.

For information about installing Workfront for Microsoft Teams and logging in to Workfront from Microsoft Teams, see "Installing Workfront for Microsoft Teams."

Understanding Workfront Notifications in Microsoft Teams

When the Workfront for Microsoft Teams app is installed, a Workfront chat channel is created in Microsoft Teams for every member of that team.

Consider the following when working with Workfront notifications from Microsoft Teams:

  • All notifications from Workfront appear in the Workfront bot chat channel.
  • There might be up a 5 minute delay between when an update was made in Workfront and when you receive the notification about it in Microsoft Teams. 
  • You cannot disable Workfront notifications in Microsoft Teams.
  • You cannot customize what notifications you can receive from Workfront.
  • You receive notifications about the following Workfront events in Microsoft Teams:
    • Someone assigns you to a work request.
    • Someone tags you in a comment.
    • Someone comments on one of your items.
    • Someone comments on a thread that you are in.
    • Someone asks you to approve a document.
    • Someone asks you to grant them access to an item.

Responding to Workfront Notifications and Approval Requests in Microsoft Teams

  1. Log in to Workfront from Microsoft Teams. 
    For information about logging in to Workfront, see "Installing Workfront for Microsoft Teams."
  2. Go to the Chat area and click the Workfront bot channel.
    This channel is for your personal chat with the Workfront bot. All Workfront notifications display here. 
  3. Depending on what type of notification you receive, select from the following options: 
    • If you are notified that you have been assigned to a new issue or task, select from the following options:
      • Work on it: Select to commit to work on the item. A notification displays briefly to confirm that a new item was added to your work list. 
      • View in Workfront: Select to view the assigned issue or task in Workfront, which opens a new tab.
        ms_teams_new_issue.png
    • If you are notified that you have been asked to approve a document, select from the following options:
      • Approve: Select to approve the document.
      • Reject: Select to reject the document. 
      • View in Workfront: Select to open the document in Workfront, which is opened in a new tab.
        A preview of the document is included in the message in a thumbnail. 
        teams_document_approval_without_Change_button.PNG
    • If you are notified that someone requests more access for an item select from the following options: 
      • Grant: Select to allow the requestor the access to the item.
      • Ignore: Select to disregard the request.
      • View in Workfront: Select to view the request in Workfront which opens in a new tab.
        ms_teams_grant_acces_request.png
    • If you are notified that someone commented on your item, or that someone included you in an update, select from the following options:
      • Reply: Select to reply to the comment in Microsoft Teams.
        You receive a confirmation that your reply was sent to Workfront.
      • View in Workfront: Select to view the comment and the item in Workfront, which is opened in a new tab.
        ms_teams_tagged_in_a_comment.png
This article last updated on 2019-01-30 14:40:24 UTC