You can use Ally to manage your OKRs directly within Microsoft Teams.

Our quick and easy integration enables users to add, update and manage OKRs within the context of their daily workflow. You can also access multiple OKR views by pinning a tab inside chats or channels. 

Here's what you need to do to get started:

Install the Ally Bot

There are multiple ways to install the Ally Bot in Teams.

The first way to add Ally to Teams is for you to click the ellipse […] button on the navigation bar on the left, search for Ally OKRs and click on the Ally OKRs app from the list of search results. 

From the Ally OKRs app detail page, you can click the Add button to add Ally as a bot.

The second way to Add Ally is to visit the Apps store and once there, search for Ally OKRs and Click the Ally OKRs app listing.

From the Ally OKRs app detail page, Click Add.

Once Ally OKRs has been added to MS Teams, the bot will guide you on the next steps based on if you already have an account with Ally or not.

I Don’t Have an Existing Ally Account

If you don’t have an existing Ally account, you will receive a Get Started message from the Ally bot, prompting you to create an account. 

When you Click the Get Started link in the above message, you will be redirected to the web version of Ally. Here you will be prompted to create an account. 

To set up an Ally account, enter your Company Email, Name and Password, then click Sign up with email.

Next, you will be prompted to enter your Organisation’s Name, Size and your Role before continuing. 

After you have successfully created an account, Ally will prompt you to return to MS Teams and type “Hi Ally” to the Ally Bot. The Ally Bot can be found in the left menu navigation, in the chat section. 

Once you have returned to MS Teams and typed “Hi Ally”, the bot will send you a Welcome message with details on how to view, manage and update your OKRs without leaving Teams. There will also be a quick link to access the Ally user guide, and a login for Ally’s web application.

I Have an Existing Ally Account

If you have an existing Ally account, you will receive a Welcome message with details on how to view, manage and update OKRs in Teams. From here, you can begin to view, manage and share OKRs without leaving Teams. 

Invite users in your org to Install the Ally Bot

Inviting others to add Ally OKRs to their Teams instance is extremely easy. To do it, post this link to the Ally OKRs app listing page into any public message or chat. 

An example message could be:

Hi,

Great news. Ally now has a native integration optimised for Teams. Users can now share, view, and update OKRs inside Teams. Download Ally to add OKRs as tabs in both chats and channels, receive timely reminders, perform focused check-ins, compare OKR progress across periods, and access real-time reporting. 

For assistance with setup, visit the Ally Knowledge Base. 

By Clicking the deep link, other users get direct access to the Ally OKRs app listing page and add Ally to their MS Teams instance. 

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