In my last blog posting, I wrote about using Microsoft Teams with files. In this blog posting, I review how I can use Microsoft Teams with a bot. I like the idea of making my work easier.
I open the Store and click on Bots. I have a lot of Bots to choose from!
AtBot from Bizzy
First, I need a bot that creates tasks in Planner for me. Why should I switch screens to my Planner tab or app when I can do it in chat? I want my work to be easier!
I click on AtBot.
I configure the AtBot settings. I add it to my Contoso Finance team. I click Install.
I add the bot to my Finance Review channel.
I click Set up. I am taken to the Conversations tab in the Finance Review channel. “AtBot” appears in the chat.
Then I set up the Flow template for AtBot. I click on this link https://us.flow.microsoft.com/en-us/galleries/public/templates/3c1e91d6d840478fbcd9f8d67a482737/new-task/
It opens a New Task in Flow in Office 365.
I click on Sign In.
I select Megan’s account.
I click Accept. The details are updated in the screen.
I click Continue. The flow is displayed.
I update the Plan task to create new tasks in the To do bucket in the Product Launch Event plan.
I click Save and my task is saved.
I return to my chat in the Conversations tab in the Finance Review channel. I’m not sure what to do …
I open Chat.
I see my private message.
I click on Login to Office 365. I have to accept the AtBot permissions again.
I close the window and return to chat. The conversation is updated. I’m learning as I go!
I click on Help.
Perfect! I know what to do … I type in “@AtBot new task”. Now it is working!
I answer the questions in the conversation.
I click on here to view the task. Planner opens up and I can view My Tasks.
I click on the task to view the details.
Cool! It worked! I can use AtBot to create Planner tasks within Conversations. So much easier! No longer do I have to switch apps in order to complete my work. Also, I know that I can modify the Flow to add more details to the Planner task. I may explore this more in a future blog post.
Please read my blog on Using Microsoft Teams and Planner for more info on using Planner.
In my next blog, I will look at how I can use the WorkBoard bot in Microsoft Teams.