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Microsoft Teams Integration for 1:1 Meetings

Summary

 Plumm also allows you to integrate Microsoft Teams to generate automatic meeting links for your 1:1 meetings. The integration requires configuration, and once set up, Teams meetings can be scheduled effortlessly.


In this article

  • Before you begin
  • Step 1:  Google Meet Integration Setup
  • Step 2: Add 1-on-1 Details
  • Step 3: Add or Modify Questions
  • Step 4: Set Up Meeting Invitation
  •  Step 5: Review and Send the Meeting
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure your Plumm account is linked to your Google Workspace account.
  • No further configuration is needed for Teams; it is ready for use once your Google account is connected.

Step 1.Teams Integration Setup

  1. Linking Your Google Account:
    • Go to Settings > Integrations.
    • Link your Google Workspace account to Plumm if not already done.
    • Teams will be enabled automatically once your Google account is linked.

Step 2. Add 1-on-1 Details

  1. Navigate to the 1-on-1 section: Go to Meetings > 1-on-1s from your dashboard.
  2. Click to meeting: create a new meeting
  3. Fill in the meeting details:
    • Template: Choose the template for your meeting (e.g., standard 1-on-1).
    • Cadence: Select the frequency of the meeting, such as Bi-Monthly, Weekly, etc.
    • Title: Give the meeting a meaningful title (e.g., "Performance Review", "Team Alignment").
    • Start Date and Time: Select the start date and time for the meeting, ensuring it aligns with your schedule.

 Step 3. Add or Modify Questions

  1. Navigate to the "Questions" tab: Click on the "Questions" tab to customize the questions for the meeting.
  2. Add questions:
    • Type a question in the provided field and click Add to include it in your 1-on-1 meeting agenda.
    • Examples of questions might include:
      • "What personal growth goals have you set for yourself this quarter, and how can I support you in achieving them?"
      • "Can you share some feedback on your recent performance and any areas where you feel you could improve?"
      • "How do you see your personal goals aligning with our team’s objectives and the company’s strategic direction?"
    • You can add as many questions as you need.
  3. Modify existing questions: You can edit or remove questions by clicking on the three dots next to each question.

Step 4.  Set Up Meeting Invitation

    1. Navigate to the "Invitation" tab: In this section, you can customize the invitation message and platform for the meeting.
    2. Choose the platform: Select the platform (Google Meet, Microsoft Teams, etc.) for the 1-on-1 meeting.
    • Scheduling a 1:1 with Teams.
    1. Once scheduled, a Teams will be automatically included in the meeting invite
    2. Subject: Add a subject line for the meeting invitation (e.g., "1-on-1 with [Employee Name]").
    3. Message: You can write a personalized message to the invitee, such as:
      • "I hope you are doing well."
      • "I’m writing to confirm our meeting scheduled for [Date] at [Time]. We will be discussing [agenda or topic]."
    4. Meeting Link: If the platform is configured (e.g., Google Meet or Teams), the meeting link will automatically be added.

Step 5. Review and Send the Meeting

  1. Review the details: Make sure all the information, including date, time, and questions, are correct.
  2. Save or Send:
    • Click Save Draft if you want to save the meeting for later editing.
    • Click Save & Send to send the invitation to the invitee and finalize the meeting setup.

Frequently Asked Questions (FAQ)

1. How do I set up Microsoft Teams with Plumm?

 Go to Settings > Integrations and connect your Microsoft Teams account. Ensure that the necessary permissions are granted to generate meeting links.

2. How do I schedule a 1:1 meeting with Teams?

Select Microsoft Teams as the platform while scheduling a 1:1 meeting. A link will be generated automatically.

3. What do I do if Microsoft Teams isn’t showing as an option?

Ensure that Teams integration is set up in the Settings > Integrations section. You may need admin access to configure it.
 

4. Can I manually add a Teams link?

While Teams links are generated automatically, you can manually add a link to the meeting invite if necessary.
 
 

5. What if Microsoft Teams integration isn’t working?

 Make sure your Microsoft account has the necessary permissions to generate meeting links. You may need to reconnect the integration or contact your admin.
 
 

6.Can I use Microsoft Teams without configuring it?

No, Microsoft Teams requires configuration in the Integrations settings before it can be used to generate meeting links.