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.

Status
The Perdoo app is currently pending approval from Microsoft. We'll be sure to let you know in the Perdoo app once it's been approved and available.

Want to use it already?

You can upload the app yourself to your Microsoft Teams instance. Here's how:

  • Download the app package here.

  • Log in to Teams.

  • Select Apps and choose Upload a custom app (if you don't see this option scroll down).

  • Select our app package .zip file. An install dialog displays.

    Screenshot showing an example of a Teams app install dialog.
  • Add your app to Teams.

Don't see the option Upload custom app?

To allow users to upload custom apps, follow these steps:

  1. Turn on the Upload custom apps setting in the global app setup policy. To do this:

    1. In the left navigation of the Microsoft Teams admin center, go to Teams apps > Setup policies, and then click the Global (Org-wide default) policy.

    2. Turn on Upload custom apps, and click Save.

  2. Turn on the Allow interaction with custom apps org-wide app setting:

    1. In the left navigation of the Microsoft Teams admin center, go to Teams apps > Manage apps, and then click Org-wide app settings.

    2. Under Custom apps, turn on Allow interaction with custom apps, and click Save.

Using the Microsoft Teams integration

To use the Perdoo app from Microsoft Teams, you’ll first need to launch the app, and log in to your Perdoo instance.

  1. 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.

  2. 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.

Check-ins in 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.

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.

  1. Head to the Teams page where you’d like to add a tab

  2. Click the + icon to add a tab.

  3. Choose the Perdoo app.

  4. 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 support@perdoo.com.

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