Birdview PSA
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Microsoft Teams integration

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Overview

Birdview PSA for Microsoft Teams allows you to convert MS Teams chats into actionable Birdview PSA activities. Conversely, you can view a Birdview PSA activity by inserting its URL in the message bar whereby it will be displayed as a card with some basic data about the task, i.e. name, status, and assignees.

Adding Birdview PSA to MS Teams

  1. Sign in to MS Teams.
  2. Click Apps .
  3. Type "Birdview PSA" in the search bar.
  4. Select Birdview PSA by Logic Software Inc.

Birdview PSA.png

 

It is a good idea to pin the Birdview PSA app to the menu toolbar. To do so, right-click on the BV icon and select Pin.

Installing the Birdview PSA Teams bot

Now that you have added Birdview PSA to MS Teams apps, you need to install a special program, called bot, to carry data to and from your Birdview PSA account.

    1. Type "login" in the MS Teams message bar and click Enter.
    2. A dialog box will appear asking you to type in your BV account name.
    3. Click Continue.
    4. You will be asked to allow the Teams bot to access your BV account - click Allow.
    5. The bot will be installed automatically.
Type the word that is between 'https://' and '.go.easyprojects.net' in your account URL.

Signing in to Birdview PSA

To be able to communicate to your Birdview PSA account you need to sign in to your BV account from inside MS Teams.

  1. Type "login" in the message bar. A search result suggestion "Login to Birdview PSA Account" will appear.
  2. Click Enter to proceed.

Login.png

Conversely, if you ever need to log out from your BV account in MS Teams, type in 'logout'. A suggestion will appear "Logout from Birdview PSA Account". Click Enter to log out.

Displaying BV activities in MS Teams

You can view BV activities as cards in MS Teams by posting links to them.

The user must have viewing permission for the object referred to by the link.
Other users can see the card even if they can’t see project or task in Birdview PSA.

To view a task, please follow these steps:

  1. Log in to your Birdview PSA account in a separate window.
  2. Open Activity Center.
  3. Click the activity you want to be displayed in MS Teams.
  4. Copy the link to the activity .
  5. Get back to MS Teams and paste the URL in the message bar.
  6. A card representing the activity will appear (see the picture below for an example).
  7. To post the card, click Send.

Activity Link.png

Creating a BV activity from MS Teams

You can create activities right from MS Teams.

  1. Go to the chat you would like to create a BV activity from. 
  2. Click '...' on a pop-up toolbar just the above chat as you place the mouse pointer on it.
  3. Select More actions.
  4. Click Create task.

Create task.png

  1. On the dialog box that opens, type the activity name.
  2. Specify a destination project.
  3. Type a description (optional).
  4. Click Create.
  5. A card representing the task will be created. Now you can access it in Birdview PSA by clicking View task.

Notifications overview

The Teams bot has a built-in notification system. When a notification event occurs, the system will send a notification to inform you about the event.

Notification events include:

  • new assignments,
  • new approval requests (NOT when someone approves or rejects YOUR approval request, only if the request is asked from YOU),
  • messages containing @-mentions referring to the logged-in user,
  • messages and files attached in tasks that the logged-in user is following.

You can enable notifications to be received via the Teams bot and disable them at any time. 

To enable notifications:

  1. Click the text bar and wait for the Suggestions menu to open.
  2. Select Notifications settings.
  3. Click Send to post the command.
  4. Click Edit notification settings.
  5. Select the Enable notifications option.
  6. Click Save.

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