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Install ÃÛ¶¹ÊÓÆµ Workfront for Microsoft Teams

IMPORTANT
As , the Classic Teams client will no longer be available after July 1, 2025. To continue using Microsoft Teams and integrated apps like Workfront, customers must transition to the New Teams client before this date.
The updated Workfront integration is now available and fully compatible with the New Teams experience. In most cases, Workfront will appear automatically once users have transitioned. If it does not, the integration can be manually installed from the Microsoft Teams App Store.

The ÃÛ¶¹ÊÓÆµ Workfront for Microsoft Teams app allows you to perform basic actions in Workfront without leaving your Microsoft Teams chat channels.

NOTE
Microsoft Teams no longer supports Internet Explorer. To use the ÃÛ¶¹ÊÓÆµ Workfront for Microsoft Teams integration, you must use a web browser other than Internet Explorer.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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ÃÛ¶¹ÊÓÆµ Workfront plan Any
ÃÛ¶¹ÊÓÆµ Workfront license

New: Standard

Current: Work, Plan

For more detail about the information in this table, see Access requirements in Workfront documentation.

Prerequisites

You must be a team owner in Microsoft Teams to install Workfront for Microsoft Teams.

Install Workfront for Microsoft Teams

As a team owner in Microsoft Teams, you can install the Workfront for Microsoft Teams app for each of your teams either from the Microsoft Store or from a file provided by Workfront.

Install Workfront for Microsoft Teams from the Microsoft Store

  1. Log in to Microsoft Teams as a team owner.

  2. Select the team for whom you want to install the Workfront for Microsoft Teams app.

  3. Click More icon for the team for which you want to install the Workfront for Microsoft Teams integration

  4. Click Apps tab.

  5. In the Search apps and more box, type Workfront.

  6. Click Add.

  7. Click Add in the dialog that opens.

  8. In the Select a channel section, select the team you would like to add the Workfront app to, and click Go.

    Select a team

  9. Click Log in to Workfront to access Workfront for Microsoft Teams.

    For information about logging in to Workfront, see the Log in to Workfront from Microsoft Teams section in this article.

Install Workfront for Microsoft Teams from a private file

If your organization restricts the access to downloading apps from the Microsoft Store, you must contact our Support Team and request a private file of the Workfront for Microsoft Teams app to install the app.

For information about contacting our Support Team, see Contact Customer Support.

To install Workfront for Microsoft Teams from a private file:

  1. Save the private file that you have received from Workfront on your computer.

  2. Log in to Microsoft Teams as a Microsoft team owner.

  3. Click the More icon for the team for which you want to install Workfront for Microsoft Teams.

  4. Click Manage Team.

  5. Select the Apps tab, then click Upload an app in the top left corner of the screen.

  6. Browse for the private file that you saved on your computer, then follow the installation steps to install Workfront for Microsoft Teams.

  7. When the install completes, a notification that the install was successful appears in the General channel of the team you selected. All members of the team can see this notification.

Log in to Workfront from Microsoft Teams

As a Microsoft Teams team owner, you must install the Workfront for Microsoft Teams app for your team before you or anyone on the team can log in to Workfront from Microsoft Teams.

When you are logged in to Workfront from Microsoft Teams, you can receive Workfront notifications in the Workfront bot channel or you can perform certain actions in Workfront from Microsoft Teams.

For information about installing the Workfront app, see the Install Workfront for Microsoft Teams section in this article.

For information about accessing Workfront from Microsoft Teams to perform certain actions, see Access ÃÛ¶¹ÊÓÆµ Workfront from Microsoft Teams.

To log in to Workfront from Microsoft Teams:

  1. Go to the General channel of the team where the Workfront for Microsoft Teams app has been installed and click Log in to Workfront.

    The Workfront bot chat channel is added to your Microsoft Teams chat channels.

  2. Go to the Workfront bot chat channel in Microsoft Teams and type log in in the Type your questions here or Type a message field.

    Or

    Click Log in.

    A new browser tab opens.

  3. Follow the prompts to log in to Workfront using Enhanced Authentication, OAuth 2.0, or your Security Assertion Markup Language (SAML) URL.

    note note
    NOTE
    • When you are prompted to enter the domain of your Workfront account, type it using this format: ²â´Ç³Ü°ù°ä´Ç³¾±è²¹²Ô²â’s¶Ù´Ç³¾²¹¾±²Ô.³¾²â.·É´Ç°ù°ì´Ú°ù´Ç²Ô³Ù.³¦´Ç³¾. Your company’s domain is usually the name of your company.
    • Enhanced Authentication is not available until a Workfront administrator enables it for this integration.
    • Workfront for Microsoft Teams is not compatible with Workfront sandbox environments.
  4. Close the browser tab you used to log in and return to Microsoft Teams.

    A notification displays in the Workfront bot chat channel to confirm that you logged in to Workfront successfully.

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