---
title: Collaborate on a task record using Microsoft Teams in Service Operations Workspace
description: Start or import a Microsoft Teams chat from a task record in Service Operations Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-service-management/service-operations-workspace/start-msteams-chat-sow.html
release: australia
product: Service Operations Workspace
classification: service-operations-workspace
topic_type: task
last_updated: "2025-01-30"
reading_time_minutes: 2
breadcrumb: [ServiceNow integrations with Microsoft Teams in Service Operations Workspace, Managing IT services in your organization, Service Operations Workspace for ITSM, IT Service Management]
---

# Collaborate on a task record using Microsoft Teams in Service Operations Workspace

Start or import a Microsoft Teams chat from a task record in Service Operations Workspace.

## Before you begin

Role required: itil or admin

Before you begin, make sure that the Microsoft Teams application is configured for your ServiceNow instance. For more information on configuration, see[Configure Notify connector for Microsoft Teams from Service Operations Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/service-operations-workspace/notify-teams-guided-setup.md) and the Microsoft Teams integration setup documentation.

## About this task

When you view or import a Microsoft Teams chat conversation for a task record, the record details are displayed in the **Details** section of the **MS Teams Import** tab. For information about configuring these details, see [Configure the task record information in the MS Teams Import tab](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/service-operations-workspace/configure-record-details-import-chat-sow.md).

## Procedure

1.  Open a task record, for example, incident.

2.  From the Sidebar, select the collaborate icon \(\[Omitted image "collab-icon-02.png"\] Alt text: Collaborate\).

3.  To view a chat conversation, select the more options icon \(\[Omitted image "more-options-card.png"\] Alt text: more options icon\) on the chat and select **View chat**.

4.  To start a chat conversation, perform the following actions.

    1.  In the **Collaborate** panel, select the plus sign \(+\), and select **Start Microsoft Teams chat**.

    2.  In the **Start Microsoft Teams chat** dialog box, specify the participants.

    3.  To specify more chat options, select **Show more chat options** and specify a client.

        You can choose Microsoft Teams application or the Microsoft Teams web application.

    4.  Select **Start Chat**.

        -   A chat conversation is initiated in Microsoft Teams.
        -   All automatic chats are automatically imported to the **Collaborate** panel.
5.  To view a chat conversation, select the more options icon \(\[Omitted image "more-options-card.png"\] Alt text: more options icon\) on the chat and select **View chat**.

6.  To import a chat conversation, perform one of the following actions.

<table id="choicetable_tnl_jfr_vsb"><thead><tr><th align="left" id="d307220e237">

Option

</th><th align="left" id="d307220e240">

Description

</th></tr></thead><tbody><tr><td id="d307220e246">

**Import a chat from any conversation**

</td><td>

1.  Select the plus sign \(+\) and select **Import Microsoft Teams chat**.
2.  Under the **Choose a conversation to view details** section, select a conversation that you want to import.
3.  Select the chat and select **Import**.


</td></tr><tr><td id="d307220e276">

**Import a chat from a conversation in which you are a member**

</td><td>

1.  From the conversation that you're a member of, select the more options icon \(\[Omitted image "more-options-card.png"\] Alt text: more options icon\) and select **View chat**.
2.  Select the filter chat messages icon \(\[Omitted image "filter-icon.png"\] Alt text: filter chat messages icon\) and select the type of messages you want to view.
3.  Select the required messages and select **Import**.


</td></tr></tbody>
</table>    Imported chats are reflected in the activity stream of the task record.


**Parent Topic:**[ServiceNow integrations with Microsoft Teams in Service Operations Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/service-operations-workspace/msteams-sow.md)