Working with teams

Working with Teams

harmon.ie SmartAssistant™ integrates harmon.ie with Teams channels, allowing you to capture and share emails and attachments in Teams channels. This feature requires working with Office 365 and must be enabled by your administrator.

This topic explains how to:

Teams tab in harmon.ie

To select your favorite Teams and channels:

New users can select their favorite Teams and channels when launching harmon.ie for the first time.

You can always add or remove Teams and channels to/from your favorites.

To publish emails, with their attachments, to the Team's mailbox:

  1. Find the Team to which you want to publish the email, and expand it to view the channels.
  2. Drag and drop the email message onto a channel:
    • The email is copied to the Team's mailbox.
    • If the email contains attachment(s), they are uploaded to the channel's files location, and replaced in the saved email with SharePoint links.
      Note: The attachments are not replaced with links in the original email, only in the email saved to the Team's mailbox.
    • An Outlook category, with the Team's name, is added to the original email.
  3. Use the Properties window to define descriptive labels in the email (in Outlook) and attachments (in SharePoint). Click Save.
  4. Once the email is saved, you can click the Start a Conversation button at the bottom to post the email with its attachments in Teams. The post includes a card with the email & attachments.
  5. Team members can click the items available in the card to open them.
  6. Optionally, click Continue in Teams to launch the Microsoft Teams app and discuss the published email with your colleagues.

Email published from harmon.ie to Teams

To publish documents to a channel's files location (SharePoint folder):

  1. Find the Team to which you want to publish the document(s), and expand it.
  2. Drag and drop the document(s) from File Explorer onto a channel.
    The document is uploaded to SharePoint and available in the channel's Files location.
  3. Use the Properties window to define descriptive labels to your document. The Properties window opens only if there are required properties. Click Save.

Note: Right-click the Team or channel and select Show Files to view the uploaded documents.

To view Team or channel's emails and their attachments:

  1. Find the Team or channel you want to view.
  2. Double-click the Team or channel's name, or right-click and select Open in Teams Tab. The Team or channel's emails are displayed in the Teams tab, with their nested attachments.

To view Team or channel's documents in harmon.ie:

  1. Find the Team or channel you want to view.
  2. Right-click the Team or channel and select Show Files. The Team or channel's documents are displayed in the Locations tab in harmon.ie.

To launch the Microsoft Teams app in a specific channel from harmon.ie:

  1. Find the channel you want to view in the Teams app.
  2. Right-click the channel and select Open in Teams App. The Microsoft Teams app launches, showing the channel.

To share saved emails and attachments with your team:

  1. View the Team's emails and attachments.
  2. Right-click or click the More icon (The More icon) next to an email or attachment and select Start a Conversation to share this item with your team in the Teams app.

To view and edit Team's emails and attachments:

  1. View the Team's emails and attachments.
  2. Right-click or click the More icon (The More icon) next to an email or attachment and select Open Online to open this item in Outlook Online / SharePoint Online.

To locate an attachment saved to a channel in harmon.ie:

  1. View the Team's emails and attachments.
  2. Right-click or click the More icon (The More icon) next to an attachment and select Open File Location to open the attachment's location in harmon.ie.

To filter items by descriptive labels:

  1. View the channel's documents and emails.
  2. The channel's descriptive label is displayed at the top of the Teams tab. Below, all descriptive labels related to the selected email are shown. Click a descriptive label to show or hide related emails and attachments.

Note: harmon.ie shows descriptive labels of the following types: Managed Metadata, Enterprise Keyword, Choice, Lookup, and Person or Group.

To filter items by other data:

  1. View the Team's emails and attachments.
  2. Click the Search icon (Search icon) and type the text you want to search for (email subject, email sender, file name or even a date). The list is filtered and the searched text is highlighted.