The Predictive Index's integration with Microsoft Teams allows you to receive Perform notifications and create action items right within Teams.
How to connect Perform to MS Teams
1. Log in to Perform.
2. Click "Settings" on the left-hand side.
3. Select "Integrations" from the options.
4. You'll land on the integrations page (linked here).
5. Scroll down until you see the Teams integration.
6. Click on the "Connect" button.
7. A tab will open prompting you to log in to your Microsoft Teams account.
8. The PI Perform app page will open within Teams.
9. Click the "Add" button. (Alternatively, click the dropdown arrow to add to a specific team, chat, or meeting.)
10. You will receive a confirmation message within Teams.
11. Click "link your existing PI Perform account" near the bottom of the message.
12. You will automatically be brought to the notifications page (linked here) within Perform. If the connection is successful, you will see a green banner at the top of your screen.
13. Use this opportunity to adjust notifications for Teams as needed. Click here to learn more.
How to use Perform's Teams integration
Within a team, chat, or meeting in MS Teams:
1. Click the text bar at the bottom of the page.
2. Any commands associated with that team, chat, or meeting will appear.
3. Find and select either of the following commands:
my_action_items- This command will list all incomplete action items assigned to you.create_action_item- This command will let you create an action item within Teams.
How to modify Teams notifications from Perform
Within Perform:
1. Click “Settings” on the left-hand side.
2. Select “Account Settings” or “Integrations” from the available options.
3. Select the “Notifications” tab.
4. You’ll land on the notifications page (linked here).
5. Scroll down until you see a section titled “Microsoft Teams Notifications.”
6. Here, you can customize Teams notifications for any of the following Perform events:
When you’re assigned an action item or an action item is past due
When someone adds a comment or mentions you
When you receive feedback or kudos
When there’s an upcoming meeting (based on our calendar integration)
Any changes to your notification settings will be saved automatically.