Within Microsoft Teams, there is the possibility of integrating our COR account, either to manage our tasks and track time, or to receive notifications within the conversations.
COR Application
Connection (BETA)
NOTE: At the moment it is not possible to find the App in the directory, therefore it is necessary to download the Application (Microsof Teams - COR.zip) and continue with step 2 of the connection. |
Step 1 (BETA): To associate our COR account in Microsoft Teams, we have to click on the 3 dots in the left menu and then look for the application in the directory:
Step 2: When clicking on the COR application, a new modal will open, in which we will have to click on the "Add" button to continue with the connection.
Note: When adding the application, in addition to displaying it in the directory, we will notice that the COR BOT will be activated in the Microsoft Teams chat.
This will allow us to access the COR application within Microsoft Teams and by default we will enter the "Activity" tab.
Login
To log in to the COR application within Microsoft Teams, we must go to the "My Tasks" or "My Hours" tab and then select "Login".
This will open a new window for us to log in to COR, if we are not logged in to the browser. Here we must add our COR username and password, with the same steps we followed in How to access to our COR account.
If we do not remember our password, we can follow the steps in Reset COR password.
The next step, after logging in, is to select the account we want to view in Microsoft Teams:
This will take us to the consent tab and we will have to select "Allow" to finalize the synchronization.
Note: If we have multiple accounts, after accessing one, we have to log out to access another one.
Activity
When entering the COR application, by default we will be in the Activity section, where we will be able to access the details of COR's Terms of Use and Privacy.
My Tasks
In the second tab of the COR application, we will access "My Tasks", which are those that are active and assigned to us, just like inside COR. 
From here, we will have a quick access to those tasks, we will be able to log time to them and also create new tasks.
My Hours
Within the application, the "My Hours" tab is also a quick access to visualize our logged time and where we can also log more hours.
About
Finally in the COR application, we have the "About" tab, which details the COR information, the version of the integration and where we also have quick access to the Website, the Privacy Policy and the Terms of Use.
Note: It is possible that the version we are using is different from the one shown in this image.
Finally, we can also access the application from our Microsoft Teams Chat:
Message Extension
Connection (BETA)
NOTE: At the moment it is not possible to find the App in the directory, therefore it is necessary to download the Application (Microsof Teams - COR.zip) and continue with step 2 of the connection. |
Step 1 (BETA): To access the COR message extension in Microsoft Teams, we must go to the conversation of one of our teams and click on the 3 dots under "New Conversation" or when replying to an existing message:
There, we can type "COR" in the directory to identify the extension:
Step 2: When clicking on the COR application, a new tab will open, in which we will have to click on the "Add" button to continue with the synchronization:
In this way, we will already see the COR message extension icon:
Login
Once we have the COR message extension installed in Microsoft Teams, we will see the COR icon in the message options.
When we click on the extension icon, it will open the modal where we will have to log in COR, if we are not logged in the browser.
Here we must add our COR username and password, with the same steps we followed in How to access to our COR account.
If we do not remember our password, we can follow the steps in Reset COR password.
The next step, after logging in, is to select the account we want to synchronize with Microsoft Teams messages.
This will take us to the consent tab and we will have to select "Allow" to finalize the connection. 
Note: If we have multiple accounts, after accessing one, we have to log out to access another one.
After allowing the connection of the extension, we will see all the tasks for which we have access.
Task Tracking
After adding the COR message extension in Microsoft Teams and synchronizing our account, we will be able to visualize our tasks. By selecting the one we want from the modal, either by scrolling or typing its name, its information will be previewed in the conversation and we must click on the send icon to add it to the messages:
This way, it will already be registered in our conversation which will allow us to have a quick access to the task in COR, or to comment within the COR task.
Comment and View in COR
By clicking on "Comment" in a task within a Microsoft Teams conversation, a modal will open, in which we will be able to write the text we want to register in COR "Messages":
Clicking on "View in COR" will open a new tab that will redirect us to the task within COR:
Note: Depending on where we have the pin in the task panel is the tab in which COR will open.
Project Tracking
After adding the COR message extension in Microsoft Teams and synchronizing our account, we will be able to view all the projects to which we have access, whether they are active or archived. In this modal, we can scroll to identify the project we want to add to the conversation, or type its name to find it faster.
Comment and View in COR
By clicking on "Comment" in a project within a Microsoft Teams conversation, a modal will open, in which we can write the text that we want to register in "Decisions" of the Project within COR:
Clicking on "View in COR" will open a new tab that will redirect us to the project task list within COR:
Finally, we can copy the link to our task and/or project in COR from the 3 dots:
Actions
Within the message extension, we have the actions menu, from which we can create a new task in COR, create a project, link projects for follow-up, setup notifications and logout.
Create Task
Within the actions of the COR Messages extension in Microsoft Teams, we have the option to Create Tasks:
This will open a new modal for us to add the data to generate our task. As in COR, the only mandatory field is the title, but from here we will also be able to associate the description, select the project, the deadline, the priority and assign the Project Manager and Collaborators. To finish, simply click on "Create Task":
After creating our task in Microsoft Teams, we can find it in COR:
Create Project
Within the actions of the COR Messages extension in Microsoft Teams, we also have the option to create Projects.
This will open a new modal for us to add the data to generate our Project. As in COR, the mandatory fields are the name and the client, but from here we can also associate the brief, select the start date, end date, frequency and members. To finish, simply click on "Create Project":
After creating our Project in Microsoft Teams, we can find it in COR:
Link Project
Within Microsoft Teams, we have the option to link up to 4 projects, to receive project notifications in our conversations.
Clicking on "Link Project" will open a new modal in which we will see a drop-down list of our first 20 COR projects. If we do not find one in particular when scrolling, we can type its name. When selecting the projects, they will be associated to receive the notifications with the COR BOT.
To disassociate the project and no longer receive notifications from it, simply click on the trash can icon.
When any of the actions that we have set up in our notifications are generated in COR, the COR BOT will inform us of the news in the chat or in the Microsoft Teams conversations. It is important to note that the notification will always arrive in the General channel of our Team.
Notifications Settings
To select the notifications we want to receive from the projects we have linked, we must enter "Notifications Settings".
By default, we will have the "Essential and Important" option selected, which includes upcoming deadlines, new discussion, project status change and estimated hours reached on projects. For the tasks within those projects, we will receive the messages sent there, the status change to finished, the deadline change and the priority change.
If we select the "Detailed" option, we will receive all the essential notifications and also mentions in the tasks, new task creation, reworks, new attachments, and collaborator assignment.
Finally, under " Personalized", we can select to receive any of the above.
Log Out
To log out of our COR account in Microsoft Teams, we must go to the COR icon in the conversations, then on the + of actions and finally on "Logout".
This action is necessary if we work in multiple accounts and want to enter another one.
Microsoft Teams Application Download:
After downloading the application (Microsof Teams - COR.zip), we must go to the Microsoft Teams Apps section and add it from "Upload for my Organization". When it is available in the "Built for your Org" applications we can continue with step 2 of the connection.