Teamflect

How Can I Install Teamflect and Get Started

Learn how to install and pin Teamflect in Microsoft Teams for seamless integration and easy access.

How to Install and Use Teamflect in Microsoft Teams

Quick Tour of Teamflect Mobile

Switch Teamflect to French, German, Spanish, Portuguese, Turkish, Italian, Russian, Dutch, Polish, Swedish, Danish, and more in a few simple steps.

For Users: How to Change Your Language Preference in the Teamflect App

Learn how to pin or unpin the Teamflect app on the left rail in Microsoft Teams for quicker and easier access.

How to Pin Teamflect to the Left Rail in Microsoft Teams

Explore Teamflect's core features and start managing performance with goals, feedback, and reviews.

Welcome to Teamflect - An Overview of the Platform

Easily find and contact your company’s Teamflect admins for access, setup, or support.

How to Find and Contact Your Teamflect Administrators

Check notifications in Teamflect by logging in, then clicking the bell icon on the top right on the Home page.

How can I check my notifications within Teamflect?

Learn how to manage your Teamflect email and Microsoft Teams bot notifications in a few simple steps.

How to Manage Your Notification Settings in Teamflect

Learn how to use the "My Team" tab in Teamflect to manage reporting lines and key workplace relationships.

How can I add my direct reports/manager, and what happens when I add them?

My Profile tab for personal info and attachments, My Settings tab for customizing preferences and notifications.

How can I view my user profile?

Empower managers to access Power BI reports from their team data directly in Teamflect.

Understanding Reports for Managers

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Getting Started for New Users

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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