Microsoft Teams Task

About the Microsoft Teams Task

This Microsoft Teams task allows you to receive alerts in your Teams channels based on activity in your Qualtrics account. When a survey response is submitted (or another event occurs in Qualtrics), you can trigger a Microsoft Teams message to be sent to the channels of your choice. With this functionality, you can disseminate important feedback and information faster, rather than relying on email notifications.

Setting Up a Microsoft Teams Task

1. Create an action (or select an existing one) in your survey or in the global Actions page.
   
2. Determine the schedule or the event that triggers your task. (See a comparison.)
3. Follow the directions to set up conditions for your action.
4. Click Add Task.
5. Select Microsoft Teams.
6. Select your account, or click Add user account to link your Microsoft Teams account for the first time.
   
7. Select your team.
   
   Qtip: If you do not see your desired team, then you must first add the Qualtrics app to your team. You can also click the Add new Team link to quickly add a new team.
   
8. Select your channel.
   
9. Compose the message you want to send to your teams / channels.
   
   Qtip: Use the {a} button to generate Piped Text.
10. Save your task.

Integrating with Microsoft Teams

If no one in your Qualtrics brand has used a Microsoft Teams task before, you will need to follow the steps in this section the first time you’re setting up a task:

1. Click on the Add user account button.
   
2. Create an account name. This can be anything that will help you identify the account later.
   
3. Click Connect account.
4. Sign into your Microsoft Teams account.
   

Adding the Qualtrics App to a Team

Before you can send a message to a Team, you must add the Qualtrics app to that Team. See this Microsoft Teams support page for more information.