MC750668: Microsoft Teams: Access Workflows from the three-dot menu on shared file

Announcement IDMC750668Published Date03-21-2024
ServicemicrosoftteamsLast Updated08-20-2024
CategoryStay informedExpiration Date11-25-2024
Roadmap ID381643Action Required by Date
TagsNew feature, User impact


Summary
                Microsoft Teams will soon bring Workflows powered by Microsoft Power Automate to the three-dot menu for files shared in Teams chat or channels. Users will be able to select the three-dot menu on files shared in Teams chat or channels, and then choose Workflows to configure and run workflows for files. The feature will only be available in the New Teams client on the desktop and on the web. No action is needed from users to prepare for this rollout.


More Information

Microsoft Teams will be bringing Workflows powered by Microsoft Power Automate to the three-dot menu for files shared in Teams chat or channels.

When this will happen:

Worldwide: We will begin rolling out mid-October 2024 (previously mid-September) and expect to complete by late October 2024 (previously late September).

GCC: We will begin rolling out late October 2024 (previously early October) and expect to complete by early November 2024 (previously mid-October).

How this will affect your organization:

To make sure Microsoft Teams provides the best workflow experience for our users, we are making it easier to configure and run workflows for files. A user will be able to select the three-dot menu on files shared in Teams chat or channels, and then choose Workflows. From Workflows, the user will choose an instant workflow to run on a file. The user must set up the workflows in advance. A user can set up a new workflow for files by selecting See more workflows at the bottom of the three-dot menu. This launches the Workflows task module, where a user can choose a template to start setting up a new workflow. Examples of file workflows include Request approval for selected file, Get notified in Teams when a file is updated, Create a PDF copy of the file, and Add a task for this file.

Microsoft Teams

If the Power Automate app is disabled in the Teams admin center, users will not see this option in the three-dot menu.

This feature will only be available in the New Teams client on the desktop and on the web.

What you need to do to prepare:

No action is needed from you to prepare for this rollout. You may want to notify your users about this change so they can find the new entry point for Workflows.

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