Make your strategy part of everyday conversations. With the Perdoo app for Microsoft Teams, you’ll update all your goals at once with Check-ins and keep track of Company or Group goals with pinned pages – all without leaving the place where your team communication happens.
In this article:
Using the Microsoft Teams integration
To use the Perdoo OKR for Teams app from Microsoft Teams, you’ll first need to launch the app, and log in to your Perdoo instance.
In the left sidebar, click the three horizontal dots to add an app to your Teams instance. You may need to search for the Perdoo app if someone else in your organization hasn’t already launched the app before.
Log in to your Perdoo instance.
Once logged in, you can then check in to update your goals, and keep on top of Group or Company goals by adding a tab to Teams for these respective pages in Perdoo.
Checking in via Microsoft Teams
Once you open the Perdoo app for Microsoft Teams, and are logged in, your Check-in form will load automatically. You can review and update progress on your goals using Check-ins directly in Teams. Check-ins boost goal attainment as when you frequently update your goals, you’re far more likely to achieve them.
You will receive notifications in Teams to Check-in as well as for any updates to goals in the platform.
Pinning Group or Company pages
Stay on top of your team’s goals or those of the Company as a whole, directly in Teams. Simply pin their page from Perdoo and get a complete overview of all their OKRs and KPIs, and how they’re progressing.
Head to the Teams page where you’d like to add a tab
Click the + icon to add a tab
Choose the Perdoo app
Select which goals (OKRs and KPIs) to show
Need a hand? Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email email@example.com.