Processing Workflow tasks in Microsoft Teams

This tutorial showcases how to process Therefore™ Workflow tasks in Microsoft Teams, as well as externally.

  1. If the Therefore™ integration for Microsoft Teams is set up, you will be notified in Microsoft Teams when a Therefore™ Workflow task is assigned to you.

  2. Use the buttons displayed on the notification card to process the workflow task directly in Microsoft Teams. The options displayed on the card depend on the transitions the administrator has configured for this workflow task.

    Info Icon

    • Click 'View' to open a browser window and view the document in the Therefore™ Web Client.

    • Use the Additional Information box to pass on information – such as the reason for rejecting an invoice or further instructions – to other users.

    • If additional paths – for example, to process a conflict – are configured in a workflow these additional options can also be processed directly in Microsoft Teams.

    • The index data fields that should be shown on notification cards in Microsoft Teams, as well as their order, can be configured using the document title feature.

  3. You will receive a notification in Microsoft Teams informing you that the workflow task has been processed.

External Processing

Below are the steps demonstrating how to process Therefore™ Workflow tasks externally.

  1. If the Therefore™ integration for Microsoft Teams is set up, you will be notified in Microsoft Teams when a Therefore™ Workflow task is assigned to you.

  2. On the notification card, click 'View' to open the document in the Therefore™ Web Client.

  3. In the Therefore™ Web Client, choose one of the options listed under 'Process Task'. The options depend on the transitions the administrator has configured for this workflow task.

  4. You will receive a notification in Microsoft Teams informing you that the task has been processed in Therefore™.