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How can I create a goal in a Teams chat conversation?
How can I create a goal in a Teams chat conversation?
Livia avatar
Written by Livia
Updated over a week ago

Teamflect lets you create a goal while you are chatting with your colleagues in a Teams chat or channel.

Step 1

To create a goal, please click the "..." button that appears right above a chat message.

Step 2

When the menu opens, click "More actions" and then click "New Teamflect goal".

Step 3

Add details about the goal using the pop-up window and click Create.

Step 4

Goals will appear in the chat. Now, you can send the goal by clicking the “Send Message” button.

Alternative Option

Step 1

There is also a second way to create via chat. Find the Teamflect icon among the icons under the new message bar and click on it.

Step 2

Then, click on the three dots in the tab and select “New Teamflect Goal.”

Step 3

Follow the same steps as when creating a task within the application and click the “Create” button. Your task will appear in the chat. Now, you can send your task by clicking the “Send Message” button.

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