MS Teams Direct+

Quick Start Guide

Get MS Teams Direct+ up and running in 5 minutes

Need more details? Check out our comprehensive Documentation for advanced features, troubleshooting, and detailed configuration options.

Prerequisites

Before you begin, make sure you have:

  • Admin access to your Monday.com workspace
  • Appropriate permissions in Microsoft Teams

Tip: Have a tenant admin perform the first installation and grant organization-wide consent so your teammates can use MS Teams Direct+ without additional approvals.

Step 1: Install from Monday.com Marketplace

  1. Visit the Monday.com Marketplace and search for "MS Teams Direct+"
  2. Click "Install", select your workspace, and authorize the permissions
  3. You'll be redirected to the MS Teams Direct+ setup page

⏱️ Takes about 1 minute

Step 2: Connect Microsoft Teams

  1. On the MS Teams Direct+ dashboard, click "Connect Teams Account"
  2. Sign in with your Microsoft account and grant permissions
  3. You'll be redirected back to MS Teams Direct+ when complete

⏱️ Takes about 1 minute

Step 3: Create Your First Automation

  1. Open any Monday.com board and click "Integrate" in the top menu
  2. Search for "MS Teams Direct+" and select "When person is assigned, send notification to Teams"
  3. Choose your trigger (e.g., "When person changes to Anyone")
  4. Customize your notification message using placeholders like {item_name} and {board_name}
  5. Click "Create Automation" to activate

⏱️ Takes about 2 minutes

Step 4: Verify User Mapping

MS Teams Direct+ automatically maps Monday.com users to Teams users when their email addresses match. To check if a mapping exists:

  1. Go to the "User Mappings" page in MS Teams Direct+
  2. Look for the user you want to notify in the list

If no mapping exists, you can create one manually.

⏱️ Takes about 1 minute

Step 5: Test Your Setup

  1. In your Monday.com board, assign someone to an item (or change an assignment)
  2. Check Microsoft Teams - you should see a notification within 5 seconds

If you don't receive a notification, check the Troubleshooting section in our full documentation, or contact our support team - we're more than happy to help you get set up!

⏱️ Takes about 1 minute

Next Steps

You're all set! Here are some advanced features to explore:

For comprehensive information, visit our full documentation.

Last updated: December 29, 2025