Teamflect lets you turn important discussions into action by creating goals right from a Teams chat. Instead of switching apps or losing momentum, you can start a new goal while you’re still talking with your teammate. This makes it easier to capture commitments, assign ownership, and begin tracking progress without breaking your workflow.
In this guide, you’ll learn how to launch the goal creation experience from a chat message, fill out the key details, and save the goal so it’s immediately visible and actionable in Teamflect.
Why Create Goals from a Chat?
Creating a goal directly from a Teams chat allows you to:
Capture action items while the discussion is still fresh
Reduce context switching between platforms
Assign ownership immediately
Keep goals aligned with ongoing conversations
Start tracking progress without delay
This is especially useful during project discussions, quick syncs, or when responsibilities are agreed upon informally in chat.
How to Create a Goal from a Teams Chat
Follow these steps to create a goal directly from a Microsoft Teams conversation:
Step 1
To create a goal, please click the "..." button that appears right above a chat message.
Step 2
When the menu opens, click "New Teamflect goal".
Note: To access this option, you must be added to Teamflect in Teams and logged in. If you're not yet a member or haven't signed in, please do so before proceeding.
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: Click the '+' button at the bottom right corner and select Teamflect from the menu
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.
Beneficial Use Cases
Quick Goal Delegation
Convert chat discussions into actionable goals—assign follow-ups immediately after team conversations.Real-Time Collaboration
Turn consensus in chat into shared goals (e.g., “Research competitor pricing”), ensuring visibility and accountability.Seamless Goal Capture
While brainstorming in Teams, instantly create and assign goals tied to the topic without switching apps.