Connect the tenant
- Go to Workspace settings → Integrations → Microsoft Teams.
- Click Add integration.
- Sign in with a Microsoft 365 account that can approve apps for the organization, and grant consent for the tenant.
- Pike adds the Pike app to your Teams app catalog. Pin it for everyone in the Teams admin center, or let members add it themselves.
Connect your personal profile
- Go to Settings → Connections.
- Connect your Microsoft account and follow the prompts.
Notifications
With your personal profile connected, the Pike app sends you a chat message for activity that involves you. What you get depends on your notification preferences in Pike:- Task assignment: you are assigned to a task.
- Project assignment: you are added to a project.
- Comment mentions: someone @mentions you in a comment.
- Approvals: your time or time off is approved or rejected, or a request waits for your approval.
- Other task and project activity on items you follow or participate in.
Link previews
Pike task links posted in a Teams chat or channel expand into a card with description, status, assignees, start and due date, project, and phase. The card has actions to change status and to log time. Refresh on the card pulls the latest data from Pike.Create tasks and log time
On submit, Pike posts the new task or time entry in your chat with the Pike app. It also posts to the chat or channel chosen in Share in, which defaults to the one you started from. Clear Share in, or use a private project, to keep it to your chat with the Pike app.
You act as your Pike member, with the same permissions as in the web app.
Private projects never appear in a shared chat or channel.
Disconnect
Disconnecting the tenant removes the Pike app from your catalog and stops all notifications. Members can disconnect their own profile under Settings → Connections at any time.Limits
- One Pike workspace connects to one Microsoft 365 tenant.
- Members act with their own Pike permissions only.
- Guest users in Teams cannot connect a Pike profile.
Related
- Microsoft Teams integration overview: What syncs, how agencies use it, and FAQs.
- Slack: The same actions in Slack.
- Outlook: Calendar events to timesheets and tasks from email.
