Integrate Wrike with Microsoft Teams to automatically notify Microsoft Teams when a task is registered in Wrike.

In large-scale projects, managing tasks, assigning responsibilities, and understanding progress can be a shortcut to success. Additionally, tasks that need to be tackled by large teams outside of projects become easier for members to grasp and can lead to smoother operations when visualized.
In such cases, task management tools like Wrike are convenient, aren't they?
So, let's make task management with Wrike even more convenient by integrating it with Microsoft Teams this time!
App integration can be done without programming. Please give it a try!

Benefits of Integrating Wrike with Microsoft Teams

Benefit 1: Improved Team Communication

By integrating, when a task is newly registered in Wrike, a notification will be sent to Microsoft Teams.
This saves the effort of frequently checking Wrike to see if tasks have been added. Also, if Microsoft Teams is your regular communication tool, you are more likely to notice notifications, allowing for quicker responses to added tasks.
As a result, it becomes easier to grasp tasks that are not your responsibility, making it easier to understand the overall flow of the project. This should facilitate better team collaboration.

Benefit 2: Improvement of Workflow

If you were manually notifying the team via Microsoft Teams about tasks added to Wrike, this task will be reduced. You won't need to manually input messages, saving effort.
Additionally, the back-and-forth between different tools can be reduced. Therefore, by implementing this integration, the workflow is shortened, leading to time savings.
These benefits also reduce the workload. Even minor improvements can make tasks easier, so it might be worth trying.

[About Yoom]

From now on, we will introduce how to create a Flowbot in Yoom, which allows app integration without programming, to "notify Microsoft Teams when a task is registered in Wrike."
After registering with Yoom, please try creating it!

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【Please Confirm】
・Regarding Microsoft365 (formerly Office365), if you are not subscribed to the general corporate plan (Microsoft365 Business), authentication may fail.

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The above Flowbot template can be copied from below.

1. Hover over the banner and press "View Details"
2. Press "Try this template" on the page you navigated to
3. Register for Yoom

*If you have already completed registration, the login screen will be displayed, so please log in.

How to Create an Integration Flow between Wrike and Microsoft Teams

Step 1: Integrate Wrike and Microsoft Teams with My Apps

Once Yoom registration is complete, the Flowbot template will be copied to "My Projects".
When the display appears as shown in the image, please select "My Apps" from the menu on the left.

Click the new connection button at the top right.

Enter the name of the app to integrate into the box.

Integration between Wrike and Yoom

1. Log in
‍Log in to Wrike from another tab.
By logging in, the My Apps integration will be completed quickly.

2. Search
‍Return to Yoom, enter "Wrike" in the search box, and click the Wrike icon.

3. Approval

You will be asked for approval by Wrike, so please click the approval button.

If the above display appears, the integration is complete.

Integration between Microsoft Teams and Yoom

1. Log in
‍Log in to Microsoft365. By logging in to Microsoft365, the My Apps integration will be completed quickly.

2. Search
‍Enter Microsoft Teams in the search box and click the Microsoft Teams icon.

3. Integration Complete

The screen will switch immediately, and if the above display appears, the integration is complete.

This completes the My Apps integration of Wrike and Microsoft Teams.
Next, let's set up the Flowbot using the template you copied earlier.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register for Yoom
※ If you have already registered, the login screen will appear, so please log in.

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Step 2: Setting to Retrieve Task Data from Wrike

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
‍Click on "Notify Microsoft Teams when a task is registered in Wrike".‍

3. Select an app triggerSelect "When a task is created" from the Wrike icon.
Press Next.‍

4. Set the trigger activation interval

Set the activation interval from the dropdown.

You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.

5. Create a task
‍Open Wrike in another tab and create a test task.

6. Execute the test

Return to Yoom and press the test button at the bottom of the screen.
Once "Test Successful" is displayed, the trigger setting is complete. Save it.

Step 3: Setting to Post to Microsoft Teams

1. Integrate with the app
‍Select "Notify Microsoft Teams" from the Microsoft Teams icon.
Press Next.‍

2. Set the channel ID for posting

Set each ID to post Wrike's task data. Click the box.

Select a channel from the list displayed.

3. Decide on the posting message

Set the content for posting to Microsoft Teams.
Click the box.

Select "When a task is created" from the Wrike icon.

The Wrike task data you sent as a test earlier will be displayed in a list.
Click the data you want to notify Microsoft Teams about and insert it.

Once inserted, it will look like the image.

Insert other data if necessary.

4. Adjust the layout

Adjust the layout using symbols, etc.
Note that Microsoft Teams uses the HTML tag <br> for line breaks.‍

5. Execute the test

Once the settings are complete, press the test button at the bottom.
If "Test Successful" is displayed in blue, the settings are complete. Press Save.

6. Turn the trigger ON

When the creation of the flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
This completes the creation of the flowbot using Wrike and Microsoft Teams.

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Flowbot template used this time
Notify Microsoft Teams when a task is registered in Wrike

Other Automation Examples Using Wrike

Yoom has other flow bots that use Wrike. Let's introduce a few!

1. Register Task Information from Wrike to Garoon's Calendar

‍Both can be used in large team projects. It will reduce input work and allow for quick schedule management.

2. Notify Talknote when a task is registered in Wrike

With seamless integration with Talknote, which is highly compatible with smartphones, you can easily check task management. Even if you are frequently out for sales or other activities, it becomes easier to keep track, reducing the chances of overlooking tasks.

3. Add tasks to Google Sheets when they are registered in Wrike

While summarizing tasks concisely, integrating with Google Sheets is also recommended if you need to add detailed instructions.

Summary

Task management is not only important for improving work efficiency but also for facilitating team collaboration. From this perspective, it is advantageous for the entire team to quickly recognize the next tasks. By implementing this automation, it should become easier to notice new tasks.
Additionally, Yoom allows for app integration without the need for programming. There are numerous templates available that can be set up with just a click, making it easy to automate your workflow.

Even those who have previously given up on implementing automation will find it easy to adopt, so please take this opportunity to give it a try.