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Searching for and Sharing Workfront Items in Microsoft Teams

 

You can search for Workfront items in any Workfront channel in Microsoft Teams and share these items with members of your teams. 

Prerequisites for Sharing Workfront Items in Microsoft Teams

You can search for and share Workfront items 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."

Searching for and Sharing Workfront Items in Microsoft Teams

You can search for the following Workfront items from a Microsoft Teams channel:

  • Projects
  • Tasks
    NOTE You cannot search for personal tasks. 
  • Issues

After you have found the items you searched for you can share them with other users in Microsoft Teams. 

To search for a Workfront item from Microsoft Teams and share it with others:

  1. In Microsoft Teams, go to any chat channel and click the Workfront icon.
  2. Search for the Workfront item by doing one of the following:
    • Click the Workfront icon under the conversation field. 
      ms_teams_workfront_pinned_icon_highlight.png
      Depending on your settings, this icon might display under the More icon instead. 
      more_icon.png
      The Search box appears by default.
    • Type @Workfront from any channel, select Workfront and then select Search.
      ms_teams_search_from_command.png
  3. In the search box provided, start typing the name or reference number of a project, task, or issue and click it when it appears in the list. 
    ms_teams_searching_for_items.png
    This adds a card with the Workfront item in the chat field. Some information about the item is included on the card, including the name of the item, the parent object, status, priority, percent complete. 
  4. (Optional) Add a comment underneath the Workfront card, then click Send or press Enter.
    This sends the message including the Workfront item to your channel. 
    All members of the channel can see this message, including the information on the Workfront card.
  5. Click View in Workfront to view the item in Workfront.
    Only users who have a Workfront license can view an item in Workfront. 
This article last updated on 2018-11-27 20:51:55 UTC