Leadr and Microsoft Teams


Microsoft Teams users, we have big news for you!


Now, you can integrate key functions of Leadr into your Teams environment, so you can stay more connected than ever. This new integration allows you to:

  • Receive notifications when a user is invited to a meeting or when a meeting has been changed or rescheduled.
  • The ability to add a Teams message as an agenda topic to a Leadr meeting.
  • The ability to add a Teams message as an action item to a Leadr meeting.
  • Notifications when a team member receives Recognition in Leadr.

Note: The Microsoft Teams app requires users also to have Enterprise SSO with Leadr. Ask your Leadr Success Manager for details.

Installing

If your Teams Admin has enabled the Integration but did not auto-install it for all users, follow these steps below.

After the Microsoft Teams Admin has enabled the integration

  • Open your Teams Desktop App
  • Select +Apps
  • Click Built for your Org
  • Locate the Leadr App, then select Open or Add


  • Next, select Add or Open

Using Teams Integration

With your Leadr and Teams integration enabled, you can begin to:

  • Receive notifications when a user is invited to a meeting or when a meeting has been changed or rescheduled.
  • Add a Teams message as an agenda topic to a Leadr meeting.
  • Add a Teams message as an action item to a Leadr meeting.
  • Notifications when a team member receives Recognition in Leadr.

Add Topic or Action Item

  • From within Teams, hover over the message, then select the three horizontal dots
  • Next, select More Actions
  • From there you will see the ability to either Add a Topic or Action to a Meeting

After selecting "Add Action Item to meeting" a new box will appear, confirm the meeting you would like to add to, confirm the action description, and enter a (optional) due date and external link.

Click Add

After selecting "Add Topic to meeting" a new box will appear, confirm the meeting you would like to add to, confirm the topic description, and whether it is private or reoccurring.

Click Add


Meeting Updates

Meetings you are invited to will display in your Leadr App message box.

Recognition

When someone is recognized in Leadr it will automatically pull into a Teams channel pre-selected by your Teams admin.

  • Create a Recognition within Leadr by selecting +New Recognition

  • Select an Individual (or Multiple) to Recognize

  • Type in your Recognition then select Share Recognition


  • Open Teams and click on the channel
  • See the Recognition in the specified Teams channel


Teams integration is not available to all as it requires Microsoft Azure Active Directory Single Sign-on with Leadr. Reach out to your customer success manager for more information.


Please note that users need to log into Leadr using Single Sign-On at least once before they can use this Teams integration.

Video Overview

If you have any questions reach out to us through the chat bubble or at support@leadr.com

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