Microsoft Teams Task

About the Microsoft Teams Task

The 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.

Navigate to the Workflows page in your project or in the stand-alone Workflows page.

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Click the arrow next to Create a workflow.

Indicate whether your workflow is started by an event or at a specific time. See Scheduled Workflows vs. Event-Based Workflows for a comparison of each.

Determine the schedule (if scheduled) or the event (if event-based) that triggers your task.

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If desired, click the plus sign ( + ) and then Add a condition to set up conditions for your workflow. Conditions determine when the workflow fires.

Click the plus sign ( + ) and then Add a task.

Select Microsoft Teams.

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Choose the Microsoft account to use. You may use any accounts you’ve previously connected, or any accounts set up for use by your Brand Administrator.

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To add a new account, click Add user account. See Integrating with Microsoft Teams for more information.

Click Next

Select your Team.

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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 Create new Team link to quickly add a new team.

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Choose who you want to receive the message. You can send the message to Members of a channel, or to An individual user in a private conversation. After making your selection, use the dropdown menu to choose the specific recipient(s).

Compose the Message you want to send to your teams / channels. This message supports HTML markup.

Qtip: Use the {a} button to generate piped text. You can use piped text to pull in information from events and tasks earlier in your workflow (for example, the answer to a survey question if the workflow is triggered by a survey response event).

When finished, click Save.

Integrating with Microsoft Teams

If no one in your Qualtrics brand has used a Microsoft Teams task before, you will need to complete the steps on Integrating with Microsoft Teams.

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.