Access to Stackfield via MS Teams

If the Microsoft Teams collaboration app is also used for teamwork in addition to Stackfield, it is possible to integrate Stackfield into MS Teams. This also gives you access to your Stackfield content in the Microsoft application.

Inhalt des Artikels:
• What preparations need to be made in Stackfield?
• How is Stackfield integrated into MS Teams?
• What does the integration in MS Teams look like?
• Removing a link to MS Teams
• Options for admins

What preparations need to be made in Stackfield?

Activate the integration at organization level

To be able to use the MS Teams integration, it must be activated by a user with the "Admin" role at the organization level. It can be found in the organization settings under the Integrations tab. An activated integration is indicated by a green tick. Non-activated integrations are marked with a gray "X".

Create the integration at room level

If integration is activated at organization level, any active module can be integrated into Microsoft Teams via the room settings. This option can be found under the Integrations tab. Clicking on the blue "Create integration" button opens a window in which the desired module (e.g. in this example Tasks) can be selected.
A click on the following button, also called "Create integration", generates a URL that can be integrated into Microsoft Teams. This allows the user to access the content of Stackfield from Microsoft Teams without having to switch programs.

How is Stackfield integrated into MS Teams?

Adding the Stackfield app to MS Teams

Before Stackfield content can be accessed in MS Teams, the Stackfield app must first be added there. This can be done in several ways.

Add the Stackfield app via the app overview:
In MS Teams, the app overview can be accessed via the Apps tab (icon: gray plus sign) in the left sidebar. Use the search function (symbol: magnifying glass) at the top left of this view to find the Stackfield app under the keyword "Stackfield". In the search results that appear on the right-hand side, the app can then be opened with a click and added to a team, a chat or a meeting in the description screen using the "Add" button.

Add the Stackfield app to a channel:
Another option is to add the Stackfield app directly within a Teams channel. To do this, open the desired channel and select the "Add tab" tab (symbol: plus sign) at the top right of the tab overview. There, the Stackfield app can either be searched for using the app search or – if it has already been added to your own view – found using "Show all". Click on the app to add it to the tab overview of the channel.

Linking a room module with MS Teams

As soon as the Stackfield app has been integrated into MS Teams in one of the ways mentioned, you can easily create a link to any Stackfield module in a room. To do this, open the app in MS Teams and insert the previously created module link. The link is then created and the user can access the linked Stackfield content.

What does the integration in MS Teams look like?

The individual module overviews from Stackfield are integrated into MS Teams as an additional tab in a channel, allowing the module content to be viewed, edited or created directly there. Depending on your requirements, your work can now be continued either directly in Stackfield or via MS Teams.

Removing a link to MS Teams

Remove the integration in Stackfield

A previously created integration can be removed at any time in Stackfield. This option can be found in the room settings under the Integrations tab. The integrations that have already been created are listed here, including the corresponding URL link. Each integration can be removed here by clicking on the trash can icon.

Removing a linked tab in a Teams channel

To remove a link to a Stackfield module in a Teams channel, first right-click on the corresponding tab to open the drop-down menu in MS Teams. Here you now have the option of permanently deleting the tab by clicking on Remove (symbol: trash can).

Remove the linked Stackfield app from Teams

The Stackfield app can be removed from MS Teams in several ways

Via the app management:
The app management in MS Teams is opened by clicking on the Apps tab (symbol: gray plus sign) in the left sidebar. In the "Manage apps" section at the bottom left, the desired app can be found either via the displayed list or the search function at the top right. Clicking on the arrow symbol next to the app shows where it is used. To remove the app for a specific area, simply click on the trash can icon on the right.

Via the team settings:
In the team management, accessible via the "Teams" tab and a click on the more icon (icon: three dots) to the right of the respective team, you will find the "Manage team" option (icon: cogwheel). In the "Apps" tab, an app can be removed by right-clicking on the more icon there and selecting the "Remove" option (icon: trash can).

Options for admins

Deactivate integration:
Admins can completely disable the integration of Microsoft Teams in Stackfield. To do this, the standard green tick under the Integrations tab in the organization settings must be changed to a grey "X" with a click.

Control access to the modules:
Individual modules can be (de)activated at both organization and room level. This allows you to individually control which modules are available for integration into MS Teams.

If a module that has already been integrated into Teams is deactivated, the content can no longer be accessed via Teams. However, this does not automatically remove the integration. If the module in question is reactivated, the integration in Teams is also fully usable again.