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Installing Workfront for Microsoft Teams

The Workfront for Microsoft Teams app allows you to perform basic actions in Workfront without leaving your Microsoft Teams chat channels. 

Installing Workfront for Microsoft Teams

As a team owner, you can install the Workfront for Microsoft Teams app for each of your teams either from the Microsoft Store or from a file provided by Workfront.

Installing Workfront for Microsoft Teams from the Microsoft Store

  1. Log in to Microsoft Teams as a team owner.
  2. Select the team for whom you want to install the Workfront for Microsoft Teams app. 
  3. Click Store on the side navigation bar. 
    ms_teams_Store_icon.png
  4. In the Search all box, type Workfront.
  5. Click the Workfront card and follow the instructions in the wizard.
  6. (Recommended) Select a team from the Add to a team drop-down menu and enable the Yes option to add the app to a team. 
    ms_teams_add_to_a_team_option.png
  7. Select General to use the app in that channel for the selected team, then click Set up. 
    teams_select_which_channel_to_use_the_app_install.PNG
  8. When the install completes, a notification that the install was successful appears in the General channel of the team you selected. All members of the team can see this notification.
  9. (Optional) Pin your Workfront app for easier access:
    1. Click the More icon under the message field in the General channel.
    2. Mouse over the Workfront app in the list, then click the More icon to the right of it. 
      teams_pin_workfront_link.PNG
    3. Click Pin.
      This adds a Workfront icon under the chat field. You can quickly access the Search area from here. 
      For information about searching for Workfront items, see "Searching for and Sharing Workfront Items from Microsoft Teams."
  10. Click Log in to Workfront to access Workfront from Microsoft Teams. 
    For information about logging in to Workfront, see the "Logging in to Workfront from Microsoft Teams" section in this article. 

Installing Workfront for Microsoft Team from a Private File

If your organization restricts the access to downloading apps from the Microsoft Store, you must contact our Support Team and request a private file of the Workfront for Microsoft Teams app to install the app.
For information about contacting our Support Team, see "Contacting Customer Support."

To install Workfront for Microsoft Teams from a private file: 

  1. Save the private file that you have received from Workfront on your computer.
  2. Log in to Microsoft Teams as a Microsoft team owner.
  3. Click the More icon for the team for which you want to install Workfront for Microsoft Teams.
    ms_teams_more_icon_for_team.png
  4. Click Manage Team
  5. Select the Apps tab, then click Upload a custom app in the lower-right corner of the screen. 
  6. Browse for the private file that you saved on your computer, then follow the installation steps to install Workfront for Microsoft Teams. 
  7. When the install completes, a notification that the install was successful appears in the General channel of the team you selected. All members of the team can see this notification.
  8. (Optional) Click the More icon under the Type your questions here field.
  9. (Optional) Mouse over the Workfront app in the list, then click the More icon to the right of it. 
    teams_pin_workfront_link.PNG
  10. (Optional) Click Pin.
    This adds a Workfront icon under the Type your questions here field. You can quickly access the Search area from here. 
    For information about searching for Workfront items, see "Searching for and Sharing Workfront Items from Microsoft Teams."

Logging in to Workfront from Microsoft Teams

As a Microsoft Teams team owner, you must install the Workfront for Microsoft Teams app for your team before you or anyone on the team can log in to Workfront from Microsoft Teams. 

When you are logged in to Workfront from Microsoft Teams, you can receive Workfront notifications in the Workfront bot channel or you can perform certain actions in Workfront from Microsoft Teams. 

For information about installing the Workfront app, see the "Installing Workfront for Microsoft Teams" section in this article.

For information about accessing Workfront from Microsoft Teams to perform certain actions, see "Accessing Workfront from Microsoft Teams."

To log in to Workfront from Microsoft Teams:

  1. Go to the General channel of the team where the Workfront for Microsoft Teams app has been installed and click Log in to Workfront.
    The Workfront bot chat channel is added to your Microsoft Teams chat channels. 
    teams_workfront_bot_channel_highlighted.PNG
  2. Go to the Workfront bot chat channel in Microsoft Teams and type log in in the Type your questions here field. 
    Or
    Click Log in.
     
    ms_teams_log_in.png
    A new browser tab opens.
  3. Specify the Company domain or SAML login, then click Next.
    For example, <YourCompany'sDomain>.my.workfront.com.
  4. Specify your Username or Email and Password in the fields provided, then click Log in
    You are now logged in to Workfront.
  5. Close this tab and return to Microsoft Teams.
    A notification displays in the Workfront bot chat channel to confirm that your logging in to Workfront was successful.
This article last updated on 2018-11-30 16:26:13 UTC