Configure MS Teams to Receive Status Updates from Fluid Boards

Fluid boards can be configured to integrate with a Microsoft Teams chat or channel, sending task update notifications, using webhooks, directly to the chat or channel when there is a new task or the status or due date of a task changes. This guide walks you through the setup process for a Teams Channel from start to finish.

Before configuring the integration in Fluid, you will need:

• Access to the Microsoft Teams channel where the webhook will be created

• Permission to add workflows/apps in that channel

• Allow MS Teams Webhooks enabled (please contact your CSM or Fluid Support)

• Board Owner permissions in Fluid to update the Teams Integration token

Navigate to the channel where you want Fluid notifications to appear.

1. Click the … (More Options) next to the channel name

2. Select Workflow
   

4. Search for “Send webhook alerts to a channel”

5. Select it

6. Select the Team the channel is in and the Channel the alerts should be sent to.

7. Click 'Save'
   

1. After saving, Microsoft Teams will display a unique Webhook URL.

2. Click 'Copy webhook link' in the Teams Workflow dialogue
   

1. Navigate to the board you want to push notifications from in Fluid

2. Click 'Tools' > 'Setup Integration'
   

3. Click the '+ Add Integration' button
   

3. Select the 'MSTeams' icon

4. Click the 'Setup' tab

5. Add a descriptive title will help you identify the integration

6. Paste the Webhook URL into the 'Incoming Webhook Url' field

7. Click the 'Save' button to save your changes

That's it; you're all done!

Now when the status, or due date of a task changes, you will receive automatic status updates to your Teams Channel.