Complete guide · Microsoft Teams

monday.com Microsoft Teams integration: the complete guide

By Jefferson Huera Guzman Updated 5 min read

monday.com connects to Microsoft Teams through its own Teams integration, which posts automation messages to channels, its Teams app, which adds boards as tabs, and marketplace apps such as MS Teams Integration Plus. MS Teams Integration Plus posts a card in a Teams channel, a group chat, a 1:1 chat or the DMs of the people assigned to an item, @mentions them, and can turn Teams messages into monday.com items.

Ways to connect monday.com and Teams

OptionWhat it doesWhere messages go
monday.com’s Teams appAdds boards as tabs in Teams and sends you your own monday.com notificationsTo you, through the monday.com chatbot
monday.com’s Teams integrationPosts a message when an item is created or a status changesTo a channel, seen by the whole channel
Zapier, Make or Power AutomateRuns workflows you build in that toolWherever your workflow sends them
MS Teams Integration PlusPosts a card from 10 templates or any custom automation, and brings Teams messages backChannels, named group chats, 1:1 chats or each assignee’s DM

monday.com’s two options are described in its Teams integration article. How they compare, including cost and upkeep, is in monday.com Teams notifications: 4 ways compared. The rest of this guide covers MS Teams Integration Plus.

How MS Teams Integration Plus works

  1. Something changes on your board
  2. MS Teams Integration Plus
  3. A card in a Teams channel, chat or DM

You connect your Microsoft account once. Each automation then picks where its card goes:

You want to reachTeam/ChatsDestination
A channelThe teamThe channel
A group chat💬 ChatsThe chat. Only named group chats are listed.
One person💬 ChatsYour 1:1 chat with them
The item’s assigned people💬 Chats⭐ Assigned Users in a People column

The card is posted as the connected Microsoft account, so it shows that person’s name and photo. To send from a shared account, connect that account instead of your own. See Send notifications to Teams channels and chats.

The 10 notification templates

Every monday → Teams template ends with the same choices: the account, the team or chats, the destination and the card’s language.

When status changes from something to something notify Account Team/Chats Destination in Language

The other nine start the same card when:

  • an item or subitem is created
  • an update is posted
  • a person is assigned
  • a button is clicked, with your own message
  • any column changes
  • an item moves to a group
  • an item moves to this board
  • a date arrives
  • a date has passed, checked every day for the last 7 days

Each template and field is in All 16 automation templates.

What the card looks like

Alex Morgan · now

🔄 Status changed to "Done"

monday.com

Marketing › Q4 launches › Website launch

Status in "Status" changed from "Working on it" to "Done" for item "Website launch".

@Dana Lee

View item on monday.com
Example of a card in Microsoft Teams

The card shows the board, group and item it came from, the message, the people it @mentions and a button back to monday.com. The templates write it in English, Spanish, French, German, Portuguese, Italian or Dutch. When several items are created at once, for example by an import, one card covers them all. See Notification cards and languages.

@mentions and DMs

  • @mentions. When a template posts in a channel or chat, it @mentions everyone in the item’s People columns who has a matching Microsoft account. Teams notifies them even if they don’t follow the channel. See @mention people in Teams notifications.
  • DMs. With an ⭐ Assigned Users destination, each assigned person gets the card privately, in their 1:1 chat with you. monday.com teams in the People column are expanded into their members. Send a Teams DM to the people assigned in monday.com walks through it.

People are matched by email: their monday.com email must be the address they sign in to Microsoft with, in the connected account’s organization.

Custom automations and monday Workflows

When the templates don’t have the trigger you need, or you want to write the card yourself, use the app’s action with any monday.com trigger, in the Automation Center or in monday Workflows:

send notification with Title and Message to Account Team/Chats Destination and mention column

You write the title and message, with values from the trigger, and choose who is @mentioned. With an ⭐ Assigned Users in destination, only the people in that column get a DM. See Build custom automations and Workflows.

Teams → monday

Six templates watch a channel or chat and turn new messages into monday.com items, subitems or updates:

When a message is received in Account in Chats/Teams in Chat/Channel and only if it contains Word/Phrase, create an Item/Subitem in this Group/Item with this Data

They can run for every message, only for messages with a keyword, or only when a condition is met, such as importance, attachments, the sender or mentions. They can also read a name, a status and a date from lines in the message. See Create items and updates from Teams messages and Filter Teams messages and read Name, Status and Date.

Standard Mode and Full Access

  • monday.com Teams channels, group chats and DMs Standard Mode
  • Teams chats monday.com items and updates Standard Mode
  • Teams channels monday.com items and updates Full Access Mode
Full Access Mode includes everything in Standard Mode, and a Microsoft 365 admin approves it once.

You pick a mode when you connect your Microsoft account:

ModeWhat it coversAdmin approval
Standard ModeEvery monday → Teams notification (channels, chats, DMs and @mentions), plus Teams chat → monday automationsNot needed on Microsoft’s default settings
Full Access ModeThe same, plus Teams channel → monday automationsOnce for the whole organization

Full Access adds two permissions, to watch channels for new messages and to list channel members, that only a Microsoft 365 admin can approve. After an admin approves it, you can click Upgrade to Full Access next to your account. The app’s permissions are all delegated: it acts as the person who signed in and only sees what they can see.

Set it up

  1. Install MS Teams Integration Plus from the Microsoft Teams integration page.
  2. Connect your Microsoft account from the app’s Connect Account tab, or from the Account field of any automation.
  3. Pick Standard Mode, or Full Access Mode if you also want automations that watch Teams channels.
  4. On your board, click Automate, then Create, and search for MS Teams.
  5. Pick a template, choose the team or chats and the destination, and save it.
monday.com automations window with MS Teams typed in the search box and the MS Teams Integration Plus templates listed

Plans and prices are on the pricing page. Get started with MS Teams Integration Plus has the full walkthrough.

Some screens shown on this site are illustrations, so yours may look a little different.

Frequently asked questions

Can monday.com post to a Teams group chat?

Not with monday.com's own Teams integration, which supports channels only, according to its support article. monday Workflows has separate Microsoft Teams blocks, so check what those can reach in your account. MS Teams Integration Plus posts to channels, named group chats, 1:1 chats and the DMs of the people assigned to an item. Read more →

Do I need to be a Microsoft 365 admin?

Usually not. Standard Mode covers every monday.com to Teams notification and Teams chat automations, and uses permissions that don't need admin consent on Microsoft's default settings. Only automations that watch Teams channels need Full Access Mode, which a Global Administrator, Application Administrator or Cloud Application Administrator approves once. A Teams administrator role alone isn't enough. Read more →

Does it @mention people?

Yes. When a template posts in a channel or chat, it @mentions everyone in the item's People columns who has a matching Microsoft account, so Teams notifies them. Read more →

Can Teams messages create monday.com items?

Yes. Six templates create an item, a subitem or an update from new messages in a channel or chat, for every message, for messages with a keyword, or for messages that meet a condition. Read more →

In which languages are the cards written?

The templates write the card in English, Spanish, French, German, Portuguese, Italian or Dutch. With the custom action you write the text yourself, in any language. Read more →

In the Help Center

All Microsoft Teams guides

Connect Microsoft Teams to monday.com

Install MS Teams Integration Plus from the monday.com marketplace. Questions first? Email us and the developer replies.

MS Teams Integration Plus pricing →