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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 right from Microsoft Teams, without having to navigate 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 have 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 and Accessing Workfront."

Understanding Workfront Notifications in Microsoft Teams

When the Workfront for Microsoft Teams app has been 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.
  • 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 and Accessing Workfront."
  2. Go to the Chat area and click the Workfront bot channel.
    This is channel 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:
      • Click Work on it and a notification displays briefly to let you know that the new item was added to your work list. 
      • Click View in Workfront to access the new item in Workfront.
        This opens Workfront in 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 to approve the document.
      • Reject to reject the document. 
      • View in Workfront to open the document in Workfront. This opens Workfront 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 to allow them the access they requested.
      • Ignore to ignore the access request.
      • View in Workfront to view the item in Workfront. This opens Workfront 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 to reply to the comment in Microsoft Teams.
        You receive a confirmation that your reply has been sent to Workfront.
      • View in Workfront to view the comment and the item in Workfront. This opens Workfront in a new tab.
        ms_teams_tagged_in_a_comment.png
This article last updated on 2018-11-08 18:33:24 UTC