Perdoo offers two different integrations with Microsoft Teams.
The official Perdoo app for Microsoft Teams, available from the Teams Appstore, with restricted functionality.
And a self-installable Teams app that makes the entire Perdoo app available inside Teams.
Official Perdoo app for Teams
The official Perdoo app for Microsoft Teams, available from the Teams Appstore, makes your Home view available directly inside Teams. You can create, update, and view all your goals. It also allows you to display Perdoo’s Team and User pages inside Teams.
How to install
Setting up this integration is simple:
Go to the Perdoo app for Teams and click Get it now.
Choose account-wide install.
Follow the steps and click Authorize Perdoo if needed.
After installation, the Perdoo app should be available in the left sidebar.
Make sure to Pin the Perdoo app for quick access in the future.
Accessing your goals in Teams
You can access all your Team pages directly from within Teams.
Here's how:
Click Teams in the left sidebar.
Select your Teams page.
Choose the appropriate channel (or add a new one).
Click the + icon.
Choose the Perdoo app.
Select your team in the dropdown.
You'll now see all your goals inside Teams:
Updating via Teams
After a successful installation, the Perdoo app will become available in the left sidebar.
Clicking the Perdoo app in the left sidebar will automatically load your Home (although you may need to log in first).
Submit your User Review (including Pulse) and update goals that have an 'Update due'.
Self-installable Perdoo Teams app
💡 Requires IT admin rights for Microsoft Teams.
This version makes the entire Perdoo app available inside your Teams environment. Installing it is simple but it does require IT admin rights for Microsoft Teams.
How to install
Download the zip below.
Go to your Teams admin page.
Click Upload app.
Upload the zip file.
Once you publish it to your org your users will be able to open it directly.
Need help?
Contact our friendly Support team via the live chat at the bottom-right of your screen, or email support@perdoo.com.