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:

To select your favorite Teams and channels:

After installing harmon.ie SmartAssistant, you are prompted to select your 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 a Teams channel:

  1. Find the Team to which you want to publish the email.
  2. Drag the email message onto the team to expand it, and drop it on a channel:
    • The email and its attachments are uploaded to the channel's Files location, each as a separate document.
    • The attachments are replaced with SharePoint links in the uploaded email.
    • An Outlook category, with the Team's name, is added to the original email.
  3. Use the Properties window to apply metadata to the email and attachments. Click Save.
  4. Once the email is saved, you are prompted to post the email with its attachments to Teams.
  5. Optionally, click Continue in Teams to launch the Microsoft Teams app and discuss the published email with your colleagues.

Continue conversation in Teams

Email published from harmon.ie to Teams

Team members can click the email and attachments available in the card to view them.

Note: If the Team was created from an existing team, the channel's corresponding SharePoint folder is not created immediately. As a result, upload to newly created teams may fail. To fix this, manually access the channel's Files tab, and then try again.

To publish documents to a channel's Files location:

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

Notes: If the Team was created from an existing team, the channel's corresponding SharePoint folder is not created immediately. As a result, upload to newly created teams may fail. To fix this, manually access the channel's Files tab from Teams, and then try again.

To post emails and documents to Teams:

  1. When publishing emails, harmon.ie suggests posting the email with its attachments to Teams.
    Alternatively, view the channel's Files location, right-click an email or a document or click the More icon (The More icon) and select Start a Conversation.
  2. Type a message. You can mention people and Teams channels with the '@' sign. Click Post when done.
  3. harmon.ie posts your message with the selected email or document attached to it.

Post message to Teams channel

To view team or channel's Files location in harmon.ie:

  1. Find the team/channel you want to view.
  2. Double-click or right-click the team/channel and select Show Files. The team/channel's Files location is displayed in the Locations tab.

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.

Expand or collapse a team

  1. Find the Team you want to expand/collapse.
  2. To expand: click the expand icon (The Expand icon) or right-click and select Expand.
    To collapse: click the collapse icon (The Collapse icon) or right-click and select Collapse.

Reload a team's channels

  1. Find the Team you want to reload.
  2. Right-click the team and select Reload Channels.