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Microsoft Teams Task

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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.

Qtip: You must have a Qualtrics license and access to Microsoft Teams in order to use this feature.

Setting Up a Microsoft Teams Task

Qtip: To learn more about teams and channels, please see the support documentation for Microsoft Teams.
  1. Create an action (or select an existing one) in your survey or in the global Actions page.
    Actions tab of survey. Add tasks button after setting up conditions
  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.
    List of user accounts
  7. Select your team.
    Team dropdown

    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.
    the add new team link in the task
  8. Select your channel.
    Channel dropdown
  9. Compose the message you want to send to your teams / channels.
    Message field with piped text button on the far right

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

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.