Microsoft Teams and PS Clients

September 25, 2020 2:34 pm Published by
Microsoft Teams Logo

Microsoft Teams is a great tool for communication between members of an organization. Beyond that, it is a platform that custom apps can be developed for. We have been working to develop an application that connects Microsoft Teams to the Peak Studios Client Portal (PS Clients). This application allows members of the Peak Studios team to directly control aspects of PS Clients through Microsoft Teams. The main focus of the application is to track tasks and projects that are currently being worked on. This initial version of this application takes commands through Teams as an input and either performs actions associated with that command or returns information to the user who entered the command. The commands function as follows:  

INFO
The info command returns information related to a specified task. It returns the ID of the task, the franchise that it is related to, the task itself, the status of the task, and the time that has been spent on the task. 

OPEN
The open command returns all of the tasks that aren’t currently completed. For each task, it displays the ID of the task, the franchise related to the task, the task itself, the date the task was requested, and the time that has been spent on the task.

STATUS
The status command updates the status of the specified task. It will change the status of the task to In progress, QA, or Done as well as updating the amount of time that has been spent on the task.

NOTES
The notes command adds a note to the specified task. These notes are used by the Peak Studios team when tasks are passed from one user to another.

TIME
The time command adds the amount of time the user has spent on a specified task to the total amount of time that has been spent on that task. There is also the option to update the status of the task in the time command.

FRANCHISE
The franchise command displays the contact information of a specified franchise or client. It also displays all of the current tasks that are related to the franchise.

ASSIGN
The assign command assigns the specified task to a specified user in the Peak Studios team. This is useful when passing off a task to another user when a user’s part of a task is complete.

USERS
The users command displays a list of the Peak Studios team members that are available to have a task assigned to.

MYTASKS
The mytasks command displays a list of tasks that are assigned to a specific user.

ADDNEW
The addnew command adds a new task and the new task’s status to a prospective client’s task list.

CREATETASK
The createtask command adds a task to the franchise that the user specifies. 

NEWCLIENT
The newclient command adds a list of tasks to a new client’s task list. These tasks include all of the tasks that Peak Studios performs to set up a new client’s website, business listings, social media, and more.

APPOINTMENT
The appointment command adds an appointment with a client and the reason for the appointment. The appointment is assigned to a user with the date and duration of the appointment. The command also texts or emails the client based on their preferences as well as the assigned user with details of the appointment.

COMPLETE
The complete command adds a complete task to the task list of the specified client as well as the user that completed the task. This command also texts or emails the client based on their preferences letting them know that the task has been completed along with information on the given task. 

We are excited to have this tool at our disposal. The initial version of this application will improve our workflow at Peak Studios by allowing us to complete all of these actions from a central location with one line of text inside of Microsoft Teams. The need to go to different places to complete these tasks will now be negated. Additionally, projects, as well as small tasks, will be easier to track by our team all while communicating our progress with our clients.

Examples of PS Clients commands in Microsoft Teams

Categorised in:

This post was written by admin

Comments are closed here.