Creately for Microsoft Teams

You can now create your vision boards and work plans within your Microsoft Teams account using Creately. Be it on a channel, during a meeting, or even privately, Creately will load within the Microsoft Teams app to help you save time switching between tabs and windows.

Add Creately To Teams

1. Open Teams and sign in
2. Select the Apps icon on the left panel of the Teams window
3. Search for Creately

Select the application and click on the Add button

Adding the Creately app

Create A Workspace

1. Go to the Creately app from your list of apps
2. Click on the Create a Workspace button
3. Give a name to your workspace
4. Open the workspace

You can use our pre-made templates or the shapes, icons and frames to create your own work board.

Create a new workspace

Share A Workspace In A Channel Or A Chat

1. Go to any chat or channel and click on the + button next to the tabs
2. Select the Folder or Workspace you want to share

The workspace will be pinned as a tab and shared with everyone in the chat or channel. You can change the sharing settings by clicking on the green share button on the top toolbar.

Share a workspace in a channel or a chat

Use Creately With Microsoft Teams Meetings

1. When in a live meeting, click on the + button on the top right corner to add Creately as an app
2. Click on the drop-down menu and select Add an App to add Creately as an app to a meeting
3. Once you have added Creately, click on Share to Stage on the right sidebar to present a workspace to a meeting

Note: This option will be limited to the Microsoft Teams desktop app

Collaborating on a workspace while in a meeting