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How to Use Teamflect in Microsoft Teams Private Chats

Learn how to add Teamflect to Microsoft Teams private chats to access profiles, goals, task updates, and more.

Livia avatar
Written by Livia
Updated over a week ago

Teamflect is a powerful platform for collaboration, goal tracking, and project management. To make your workflow even more seamless, you can integrate Teamflect into private chats in Microsoft Teams. This allows both parties to easily view each other's Teamflect profiles, goals, and task updates, without leaving the Teams environment.

🔄 Benefits of Adding Teamflect to Private Chats

  • ✅ View Teamflect profiles directly in Teams chats

  • 🧭 Track individual goals, tasks, progress, and more

  • 🔄 Collaborate without switching tabs or platforms

  • 🚀 Boost transparency and accountability

Step-by-Step: Add Teamflect to a Private Chat in Microsoft Teams

Step 1: Open the Teams Chat

  • In Microsoft Teams, go to the “Chats” section

  • Select the user you want to collaborate with

Step 2: Click the "+" Button

  • At the top of the chat window, click the “+” icon to open the tab options

Step 3: Add Teamflect to the Chat

  • In the list of apps, search for and select “Teamflect”

  • Click “Save” to add Teamflect as a tab in your chat

👥 What You Can See After Adding Teamflect

Once added, you’ll be able to:

  • View your chat partner’s Teamflect profile

  • View their public data (public goals, collaborative tasks, and any other shared items)

  • Check their goals, tasks, and progress

  • Collaborate more effectively with real-time visibility into individual contributions

📈 Why This Integration Matters

By embedding Teamflect into private Teams chats, you:

  • Eliminate the need to switch between platforms

  • Keep all context in one place

  • Enhance alignment across 1-on-1 working relationships

Please keep in mind that all end-users can see each other's public data on user profiles. However, to people managers and Teamflect admins, private information, such as private goals, feedback, notes, etc., is accessible on user profiles.

To learn more about who is authorized to see what in Teamflect, please refer to the articles below:

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