Teams Integration Configuration

This guide provides step-by-step instructions for configuring the Microsoft Teams integration in IntuitivePM. The integration uses Teams Workflows (Power Automate) connectors to deliver Adaptive Card messages to your Teams channels.

Prerequisites

• A Microsoft Teams workspace where you have permission to create Workflows.
• An IntuitivePM account with admin or owner permissions for your company.

Step 1: Create a Workflows Webhook in Teams

Microsoft is retiring the legacy O365 Connector method. The recommended approach is to use Workflows (Power Automate):

1. Open Microsoft Teams and navigate to the channel where you want to receive IntuitivePM notifications.
2. Click the … (three-dot menu) next to the channel name.
3. Select Workflows.
4. In the Workflows panel, search for “Post to a channel when a webhook request is received”.
5. Select the template and click Next.
6. Name the workflow (e.g., “IntuitivePM Notifications”) and confirm the target channel.
7. Click Add workflow.
8. Teams generates a webhook URL. Copy it to your clipboard.

The URL will look similar to:

https://prod-XX.westus.logic.azure.com:443/workflows/XXXXXXXX/triggers/manual/paths/invoke?api-version=2016-06-01&sp=%2Ftriggers%2Fmanual%2Frun&sv=1.0&sig=XXXXXXXX

Tip: Save the webhook URL securely. If you lose it, you will need to delete the workflow and create a new one.

Step 2: Configure IntuitivePM

1. Log in to IntuitivePM.
2. Navigate to Settings in the left sidebar.
3. Select Integrations and then click on Microsoft Teams.
4. Paste your webhook URL into the Teams Webhook URL field.
5. Click Test Connection. A test Adaptive Card should appear in your Teams channel with a confirmation message.
6. Click Save to store the configuration.

Step 3: Configure Virtual Colleague Notifications

After saving the webhook at the workspace level, configure which Virtual Colleagues should send reports to Teams:

1. Navigate to Virtual Colleagues in the sidebar.
2. Select a colleague or create a new one.
3. Open the Messaging tab and select the Teams sub-tab.
4. Paste the webhook URL (or it may already be pre-filled from workspace settings).
5. Click Send Test Message to verify delivery.
6. Save your changes.

Step 4: Configure Notification Preferences

Customize which events trigger Teams notifications:

• Virtual Colleague Reports — Scheduled scan results and AI analysis.
• Project Updates — Task creation, status changes, and assignments.
• Sprint Events — Sprint start, completion, and health score alerts.
• Mentions — When team members are mentioned in comments.

Toggle each notification type on or off based on your team’s needs.

Step 5: Test the Integration

To verify everything is working end-to-end:

1. Go to any project in IntuitivePM.
2. Create a test task or trigger a Virtual Colleague scan.
3. Check your Teams channel for the Adaptive Card notification.
4. The card should display:
   • A bold heading with the subject or colleague name.
   • The colleague’s name and role.
   • The message body with full content.

What the Adaptive Card Looks Like

Teams renders IntuitivePM messages as Adaptive Cards with this structure:

• Heading — Bold text block with the message subject (e.g., “Sprint Health Report — Engineering”).
• Author section — A column set showing the colleague’s name and role (e.g., “Sprint Analyst — Virtual Colleague — Scrum Master”).
• Body — A wrapped text block with the full message content.

The card uses Adaptive Cards v1.4 schema, which is fully supported by Teams on desktop, mobile, and web.

Troubleshooting

Next Steps

• For a conceptual overview of the Teams integration, see the Microsoft Teams Integration guide.
• Set up Slack as an additional channel in Slack Integration Configuration.
• Configure email delivery in Email Setup.