Integrating and Using Inspire within Microsoft Teams

Your Inspire data can be accessed quickly right from Microsoft Teams. This article explains how to add Inspire to Microsoft Teams and interact with your Objectives, 1-1s, Recognition, and Corporate Strategy tabs.

Follow the one-time steps below to integrate your instance of Inspire with Microsoft Teams. Once you have completed the steps, you will be able to use and interact with Inspire from within Microsoft Teams. 

Topics covered include:

Add the Inspire App to Microsoft Teams

Integrate your instance of Inspire with Microsoft Teams

Interacting with your Inspire Data within Microsoft Teams

NOTE: An Administrator must upload the Inspire Microsoft Teams app before these steps may be completed by an Inspire user. For more information see Microsoft Teams Integration (Admin Only).

Add the Inspire App to Microsoft Teams

Follow the steps below to add the Inspire App to Microsoft Teams. 

1. Open the Microsoft Teams Application using the web or desktop client.

2. Click the ellipsis icon at the bottom of the left-hand navigation bar and select More Apps to open the Microsoft Teams application store.

MoreApps-2

3. Type Inspire in the Search all field to locate the app. 

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4. Alternately, users can locate the Inspire app by clicking the Built for <my organization> option, if available. 

MyOrganization-1

5. Click the Inspire application to select it.

Inspire3

6. Click the Add button to add the Inspire application to Microsoft Teams; the Inspire application for Microsoft Teams is now installed.

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Integrate your instance of Inspire with Microsoft Teams

Follow the steps below to generate a Personal Access Token (PAT) and integrate your instance of Inspire with  Microsoft Teams.

1. Log in to Inspire.

A. Navigating to Your User Profile

1. Click your Profile Image at the top right of the Inspire screen.

profileImageHomeScreen

2. Click My Profile myProfileButton.

3. Your User Profile page will open to the Public tab. Your personal details will display on every tab of your User Profile.

mainProfile

NOTE: More detailed information about your User Profile and the associated tabs can be found in Understanding Your User Profile.

B. Understanding Your Integrations Tab

Some third-party applications require a Personal Access Token to properly configure integration between the third-party application and Inspire. Personal Access Tokens for Inspire-approved applications are generated from your Integrations tab within your Inspire User Profile.

This Personal Access Token is unique to your instance of Inspire and is designed to allow for the seamless integration between the specific application and your Inspire data.

    • Click on the Integration 0904 - Slack - Integration tab  tab.

1001 - Integrations tab on User Profile - Productivity Integrations

 

C. Steps to Set Up Integration Between Inspire and Microsoft Teams

1. From the Integration tab, click on Create a Personal Access Token 0831 Slack - Create a Personal Access Token button  next to Microsoft Teams.

1001 - Integrations tab on User Profile - Productivity Integrations

2. The Personal Access Token is created. Click the Copy 0831 Slack Copy to Clipboard icon icon to copy the token to the clipboard.

1001 - Integrations tab - MS Teams Personal Token

3. Switch back to Microsoft Teams. Click on the Chat tab. A Welcome to Inspire for Teams Chat card appears in the Chat window. Click the Setup button on the card.

4. The Inspire Setup page opens. Paste the token you saved to the clipboard in Step C.2 above into the Inspire Access Token field,  and click Save 0831 - Slack - Inspire Setup IN Slack - Inspire Access Token - SAVE button .

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5. You will see a Chat reply appear stating "Welcome to Inspire for Teams"(A).  Click Setup. A Chat reply confirming you have completed setting up Inspire for Microsoft Teams (B) displays. Inspire and Microsoft Teams are now integrated.    

1008 Inspire Setup Chat-2

TIP: The Chat tab is where you see notifications come through from Inspire, such as notifications of Recognition, just as it does within the Inspire instance. 

6. Navigate to one of the tabs within Inspire in Microsoft Teams.

7. If asked to login, enter your Inspire user name.

NOTE: Your initial Microsoft Teams Inspire screen may look different than the example above.

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Interacting with your Inspire data within Microsoft Teams

Once you have integrated your instance of Inspire with Microsoft Teams, you can use the Inspire integrations directly from within Microsoft Teams.

If you have not already logged in to your Inspire data in Microsoft Teams follow steps 1 and 2 below. 

1.  Open the Microsoft Teams Application using the web or desktop client.

2.  Either click the Inspire icon 0916 - Microsoft Teams - Nav Bar - Inspire icon on the left-hand navigation pane or, if the icon is not visible, click the ellipsis at the bottom of the left-hand navigation pane, and then select Inspire. 

selectInspire

3. Your Inspire tabs appear at the top. You can view your data easily by clicking on the tabs for Objectives, 1-1, Recognition, and Corporate Strategy. 

Welcome to Inspire for Teams - EDITED 030221

Interacting with your Inspire data within Microsoft Teams allows to you fully engage and take advantage of the collaboration of Microsoft Teams as you work, track your work, interact with your supervisor, check your work against your objectives and key results, and immediately give and receive recognition right in the moment. 

NOTE: Click the links below for more detailed information, if needed:

Objectives

1-1

Recognition 

Corporate Strategy

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