Lytho's integration with Microsoft Teams ensures Review invitation notifications reach your team and stakeholders where they're already working, reducing the risk of important communications getting lost in cluttered inboxes. By delivering notifications in a trusted, mobile-friendly space, this integration makes Reviews easier to access and open, which means they'll be completed sooner and projects stay on schedule.
TABLE OF CONTENTS
Connecting Your Account
Navigate to Account Settings then select Integrations
Toggle on the Microsoft Teams integration then select Connect Microsoft Teams > Connect
Depending on your organization, you may be required to contact your IT team or Microsoft Teams admin to approve the integration.
Once logged into Microsoft Teams, choose a Team and Channel for your Microsoft Teams environment. This is a required step for the integration to be successful.
- Team: Allows Lytho to look up users by their email address and send the Review invite via direct message. The Team selected should contain all of the users that should receive Review Notifications.
- Channel: This is where a welcome message with next steps will be posted for your team. The Channel selected does not have to contain all of the users that should receive Review Notifications.
Now that the Workflow side of the integration is established, your Microsoft Teams admin must add the Lytho app to your organization's Microsoft Teams environment.
It is important to confirm the Team and Channel successfully transferred over from Workflow during this process. Once selected and confirmed, click Go.
The admin will be taken to the Channel they selected. A pop up window will display that the Lytho Workflow app is a notification only Bot, they will click OK, and then they will see the Lytho Workflow app Welcome Message.
The Lytho app is now added to your organization's Microsoft Teams environment. Users expecting to receive Lytho notifications can now add the Lytho app to their personal Microsoft Teams application.
Notification Options
Once Microsoft Teams is connected to your Lytho Workflow account, you will receive an instant Microsoft Teams message when you are invited to review a Proof. From the Microsoft Teams message, you can click directly into your Review to start providing feedback. In-app and email notifications will still be sent based on your notification preferences.
