Teamflect

Get started with Teamflect’s Reviews module: set up performance reviews, share feedback, and complete evaluations—all within Microsoft Teams

Introduction to Reviews Module

Kick off your goal‑setting with Teamflect’s Goals module: create, assign, track progress, collaborate—all seamlessly in Microsoft Teams.

Introduction to Goals Module

Streamline your meetings with Teamflect’s Meetings module: schedule, run agendas, capture notes and action items—all inside Microsoft Teams.

Introduction to Meetings Module

Discover Teamflect’s Surveys module: design polls, gather feedback, analyze results — all effortlessly within Microsoft Teams.

Introduction to Surveys Module

Share and request feedback instantly with Teamflect’s Feedback module—seamlessly inside Microsoft Teams.

Introduction to Feedback Module

Sync your Outlook calendar with Teamflect Meetings—automatically import scheduled 1‑on‑1s and team meetings right into Microsoft Teams.

Synchronizing your Calendar with Teamflect Meetings

Enhance meetings with Teamflect’s Meeting Extension—add agendas, notes & action items directly in Microsoft Teams meetings.

Utilizing Teamflect Meeting Extension

Install Teamflect’s Outlook add‑in via ‘Get Add‑ins’, then access it from the ribbon to sync tasks, goals & recognition right in Outlook.

Setting Up Outlook Integration

How Does the Organizational Chart Work in Teamflect?

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Create your workspace and invite the people you work with.

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

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

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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.

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

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

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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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