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How To blog Meetings Microsoft Teams Productivity sentiment Analysis guides Uncategorized

Using Microsoft Teams and Monday? Try this integration

Teams and mondaycom integration

Achieving success as a team in the workplace heavily relies on effective communication and collaboration. The ability for individuals to openly exchange their ideas and skills results in a smoother and more efficient path towards a shared objective.

By collaborating with as many applications as possible, monday.com aims to give teams the tools they need to work from anywhere. Microsoft Teams has joined the same trend and is expanding the number of integrations it offers to make its service more appealing and user-friendly.

In July 2020 monday.com announced it can now integrate with Microsoft Teams, this is the first time the two platforms can be integrated without a third-party app.

Advantages of an integrated monday.com and MS Teams:

This Integration, once set up, enables its users to do several amazing things:

  1. Create new items in monday.com from a Microsoft account.
  2. monday.com users can collaborate and manage their workflow in Microsoft Teams.
  3. Share monday.com items and boards using Microsoft Teams.
  4. Create ‘recipes’ on monday.com for notifying Microsoft Teams of any changes

How to Integrate Monday.com to Microsoft Teams

The process of setting up the Monday.com and MS Teams integration is a fairly easy process.

  1. First, create a Monday.com account if you don’t have one already.
  2. Log in to your account.
  3. Go to the board in which you want to set up the Integration.
  4. Click on the Integration button found on the upper right part of the screen.
  5. Select MS Teams from the list of applications offered.
  6. Click on the MS Teams’ integration banner and select any of the available recipes. You can choose to notify the team channel when:
  •       A date arrives
  •       An item is created
  •       A column changes
  •       A status changes

    There are also options for sending updates to a Microsoft Team channel.
  1.  After this, select the Integration you wish to create.
  2. The system will prompt you to connect your Microsoft Teams account with your Monday.com account.
  3. Log in to your MS Teams account using your Office 365 Administrator’s login credentials. If you are the administrator, the process will already be complete. Otherwise, make sure the administrator is part of the team and accepts the invitation for the Integration with monday.com.

Make this integration even better with AGI the AI virtual assistant

With AGI Virtual Assistant, no meeting in MS Teams will go by without clear action items, Tasks and insights are automatically detected and synced into monday.com

AGI provides a dashboard containing meeting insights, summaries, and tasks that are available natively on monday.com as well as on your favourite meetings platform: Teams, Webex, and Zoom.

Benefits of using AGI with the Monday.com and MS Teams integration

Automatic task detection

AGI creates tasks on the go, using AI to detect tasks from meetings and chats on Teams. There is no need to speak to an assistant or manually capture the task.

Identify All Task Details

Details such as task name, due date, and assignee are automatically detected from meeting transcript and chat conversation using the AI engine.

Auto-generated Summaries

AGI generates meeting summaries, both, brief-to-the-point summaries and more in-depth ones. These summaries are ideal for sharing with meeting participants or just to get a quick overview of the meeting.

Meeting Minutes Documents

Based on your own custom template, AGI will create meeting minutes including all attendees and tasks, which can be exported as a PDF

Sentiment Analysis

Sentiment Analysis is one of AGI`s strongest features. It gives you an overall score on how the meeting went and a percentage of how positive or negative the communication was. Use sentiment Analysis to identify trending topics, challenges, and user issues such as unsatisfied or unhappy staff.

Continuous Collaboration

Post tasks for discussion in Teams chat with a link to the relevant recording point.

All In One Place

Task Creation happens entirely inside monday.com as well as MS Teams so you don’t need to hop around to find tasks or sprints.

No need for other logins.

Choose to review or trust AGI to create tasks

AGI supports virtually any language to detect tasks. You can then set confidence levels to automatically create tasks with no need to review or approve tasks that will automatically sync with monday.com.

To find out more about AGI or Monday.com and Microsoft Teams integrations visit our website or contact us today!

 

 

Categories
Channel Management guide How To Microsoft Teams

How to merge two channels in MS Teams [guide]

Microsoft Teams is without a doubt one of the top collaboration platforms out there, especially with more and more companies converting to remote working since 2020. However, a big problem that sometimes sneaks up on companies while using MS Teams is having more than one Channel which addresses the same topic/client/project or even conversations.

In this blog, we will discuss the importance of merging two Channels together, why it is important to have this feature on hand, and the steps needed to accomplish such a move in MS Teams.

Why is it important?

As mentioned above, the merging feature addresses a very common need the Microsoft Teams users realize after using Teams for quite some time. This feature gives its owner the ability to merge two or more Channels together. On the surface, it seems like a feature that is designed to reduce cluttering and occasionally tidy up a Teams tenant.

If we dig a little deeper, we find that this solution offers so much more than just removing clutter. As it also gives you the ability to convert Channels from private to public and vice-versa, this feature is ultimately the most important feature as it allows its user to switch Channels from private to public with ease.

Who would need it?

In our experience, companies that use MS Teams as their main unified communication platform eventually run into the problem of having 2 Channels that are duplicates, as they have more or less the same communication, files, tabs, notes, and even pictures!

Moreover, to best organize a company’s communication, files, information, and even good morning posts, there has to be a clear and efficient way of keeping everything in its respective place, while simultaneously being a few clicks away.

Furthermore, as more and more companies face the same issues highlighted above, the merging feature within our Channel Management solution provides an elegant, concise, and efficient solution. Therefore, every company that uses MS Teams would need this feature!

Is Microsoft solving this issue?

From the Microsoft Feedback Portal, we can see more and more people asking Microsoft to add the merging feature. Nevertheless, with more than 4k votes on all requests, the Microsoft team has put the request to enable users to merge/consolidate Channels under review. This ultimately means that there is no specific timeframe for when this issue will be addressed.

How To merge Channels using Channel Management

This action is just a few clicks away. Here are the steps needed to merge two Channels together:

  1. Log into your dedicated SphereShield portal
  2. Select MS Teams Management from the menu
  3. Click ‘Manage’ next to the Team that houses the Channel you want to merge
  4. Select the Team that you’d like to merge into
  5. Select the specific Channel you’d like to merge with
  6. Press ‘OK’
  7. Grab a cup of coffee while the magic happens 😉

Contact us today to try out the different Channel management features.

Screenshots from portal

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Categories
blog Channel Management How To Microsoft Teams

How to Archive a Microsoft Teams Channel [GUIDE]

Microsoft Teams is one of, if not the, most popular UC platform for companies, especially that ever since covid hit back in 2019, companies had to switch to online/hybrid work. And that created a need to have everything digitized. But as is the case with all companies, the need for archiving is never ending.

Why is it important?

Companies deal with massive amounts of data over the years of doing business, whether it was folders/files. Communication and conversations, questions and answers and even pictures.

However, archiving is important by nature, the reason for this is that companies has to keep a record of their past customers, or communication anf information. Therefore it is needed to keep important relevant data.

Imagine a company back in the 1970’s that had all of their information, customers and even leads kept within a folder, in a drawer, in a room with hundreds and hundreds of other similar files.

Who would need it?

The usual need for archiving a channel in Teams becomes necessary when you have too many Channels with a lot of information (posts, tabs, images, GIFs, and your OOO alerts).

Another common case we hear is companies creating a new Channel in Teams when they have a new client/project/task and so on and so forth. What to do with those channels when you are done with them, do you leave them as is? Do you ignore them? Do you delete them?

A common solution for this problem is archiving those channels and AGAT introduced a creative, effective, and a genius way to address this issue.

How is Microsoft addressing this issue?

The way Microsoft addresses this issue is by archiving the whole team. And in our experience, companies use teams for various reasons, however, what is currently offered by Microsoft is the ability to archive a whole team. The way AGAT addresses it is by giving YOU the ability to archive a specific channel, along with the post, files, tabs, conversations and those good morning posts between colleagues.

What differentiates AGAT`s solution from other solutions?

What differentiates our solution from others is it`s friendly, comprehensive and easy to use UI. while being elegant, straightforward and quick.

The way we address archiving is by putting the channel that you want to archive in a specialized team called “Archiving team”. That would achieve the clean up and clutter removal, keep everything organized and in one place. And you can still access those archived channels with ease and convenience.

It is also as easy as following these simple steps:

  1. Log into your dedicated SphereShield portal
  2. Select MS Teams Management from the menu
  3. Click ‘Manage’ next to the Team that you want to archive a Channel from
  4. Press ‘OK’ 
  5. Sit back and watch the magic happen 😉

You can do this action repeatedly and archive however many Channels you want. This not only cleans up your environment, but also puts every unneeded Channel in one place, reduces cluttering, and it gives you the ability to access those archived Channels whenever you want. 

Avoid reaching the 200 Channel limit in Teams today! Contact us to try Channel Management for yourself.

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Watch this short video to see how to archive a Channel in Teams: