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Apps and Integrations

Will Webberley
By Will Webberley
• 4 articles

Connect your poll to Excel in Office365

This article describes how to set-up the SimplyDo poll integration with Office365 Excel. This integration: - Syncs poll responses through to an Excel workbook in your Office365 account. Please remember that your SimplyDo account manager is always on hand to provide assistance and demonstrations to help you learn more about the platform and its features. 1. Introduction The SimplyDo poll integration for Excel is a great feature for ensuring that response data is synced through to your Office365 in real-time from SimplyDo. Typical advantages for this integration include: - Advantages if you are an existing user of Office365; - You have staff that use or are trained on Excel, and they can use this to access SimplyDo data; - You can view more of your organisational data from one location; - “Set-up and forget”: Once configured, SimplyDo will continue to automatically send data through to Excel in real-time; - You can use Excel as an additional back-up system. The integration does not: - Read or access any of your other Office365 data (though, please note that SimplyDo may overwrite any changes made in its target sync worksheet); - Delete any data in your Office365 account. 2. Setting-up the integration To complete the setup, first navigate to your poll’s settings area. Tap the “Connect to Excel” button. On the next screen, give SimplyDo access to your Office365 account by clicking “Accept”. And that’s it! Poll responses will now be synced through to your Office365 account. An Excel workbook will be created in a “Simply Do Ideas” folder in your OneDrive account.

Last updated on Mar 15, 2024

Setting-up SimplyDo for Monday.com

This article describes how to set-up the SimplyDo integration with Monday.com. This integration: - Syncs ideas and idea data through to Monday.com as they are submitted to a challenge. - Keeps the ideas up-to-date as their status changes (e.g. lane or assessment score). Please remember that your SimplyDo account manager is always on hand to provide assistance and demonstrations to help you learn more about the platform and its features. 1. Introduction The SimplyDo integration for Monday.com is a great feature for ensuring that idea data is synced through to your CRM in real-time from SimplyDo. Typical advantages for this integration include: - Advantages if you are an existing user of Monday.com; - You have staff that use or are trained on Monday.com, and they can use this to access SimplyDo data; - You can view more of your organisational data from one location; - “Set-up and forget”: Once configured, SimplyDo will continue to automatically send data through to Monday.com in real-time; - You can use Monday.com as an additional back-up system. The integration does not: - Read or access any of your other Monday.com data; - Delete any data in your Monday.com account. 2. Setting-up the integration To complete the setup, first navigate to your challenge and find the settings button. On the “Connections” tab, tap the “Connect to Monday.com” button. On the next screen, give SimplyDo access to your Monday.com account by clicking “Authorize”. And that’s it! Ideas will now begin to flow through into Monday.com as they are submitted and updated. They’ll be placed in item groups according to their “lane” on the SimplyDo project management board.

Last updated on Mar 15, 2024

Connect your challenge to Excel in Office365

This article describes how to set-up the SimplyDo challenge integration with Office365 Excel. This integration: - Syncs ideas and idea data through to an Excel workbook as they are submitted to a challenge. - Keeps the ideas up-to-date as their status changes (e.g. lane or assessment score). Please remember that your SimplyDo account manager is always on hand to provide assistance and demonstrations to help you learn more about the platform and its features. 1. Introduction The SimplyDo challenge integration for Excel is a great feature for ensuring that idea data is synced through to your Office365 in real-time from SimplyDo. Typical advantages for this integration include: - Advantages if you are an existing user of Office365; - You have staff that use or are trained on Excel, and they can use this to access SimplyDo data; - You can view more of your organisational data from one location; - “Set-up and forget”: Once configured, SimplyDo will continue to automatically send data through to Excel in real-time; - You can use Excel as an additional back-up system. The integration does not: - Read or access any of your other Office365 data (though, please note that SimplyDo may overwrite any changes made in its target sync worksheet); - Delete any data in your Office365 account. 2. Setting-up the integration To complete the setup, first navigate to your challenge and find the settings button. On the “Connections” tab, tap the “Connect to Excel” button. On the next screen, give SimplyDo access to your Office365 account by clicking “Accept”. And that’s it! Ideas will now be synced through to your Office365 account. An Excel workbook will be created in a “Simply Do Ideas” folder in your OneDrive account.

Last updated on Mar 15, 2024

Setting-up the SimplyDo App for Microsoft Teams

This article describes how to set-up the SimplyDo app for Microsoft Teams. Please remember that your SimplyDo account manager is always on hand to provide assistance and demonstrations to help you learn more about the platform and its features. SimplyDo is an official Microsoft Partner. We work closely with Microsoft in order to deliver a secure and excellent customer experience. 1. Introduction The SimplyDo app for Microsoft Teams is a great way to get your staff involved in your organisation’s innovation activities from right within Teams itself. This app supports: - Challenge discovery; - Challenge viewing; - Idea creation, edition, and submission; - Viewing ideas created by others (subject to challenge settings); - Commenting and liking ideas by others (subject to challenge settings). The app does not: - Read or access any of your other Office365 data; - Delete any data in your Office365 account; - Allow for management of SimplyDo (such as challenge creation or editing) from within the Teams app. These activities must be performed directly through the SimplyDo platform. 2. Installing the application There are a number of ways for installing the SimplyDo app for Microsoft Teams. This section aims to explain these. Once installed, the SimplyDo app will be available on all of your devices logged-in to your Teams account. 2.1 Install directly within Teams SimplyDo has an official publisher-verified app on Microsoft AppSource. As such, the easiest approach is to simply install the SimplyDo app from within Teams itself. Please note: depending on your organisation’s IT setup, you may not be authorised to add apps to your Team account. To add the SimplyDo app, first navigate to the “Apps” tab by tapping the button at the bottom-left of your Teams window. On this screen, you can use the search bar to search for “SimplyDo”. Tap the “SimplyDo” result, and on the screen that follows, tap the “Add” button to install the app to Teams. 2.2 Upload an app bundle file If, for any reason, you are unable to install the SimplyDo app via the Teams marketplace, you can manually install the app by uploading a file. Please note: depending on your organisation’s IT setup, you may not be authorised to add apps to your Team account. In order to obtain the installation file (.zip), please speak to your account manager. To install the file, select the “Apps” button at the bottom-left of your Teams window, then go to “Manage your apps” and then tap the “Upload an app” button. Select the installation file from your computer and on the following screen tap the “Add” button to install the app to Teams. 2.3 Teams Admin: Allow SimplyDo to be installed in your tenant In some organisations, app policies may disallow users from installing their own apps as described in section 2.1 and 2.2 above. If you are a Teams admin, and you want to be able to allow your users to install SimplyDo, then you can enable it. To do so, navigate to the Teams Admin dashboard by visiting https://admin.teams.microsoft.com. On this page, select “Manage apps” (under the “Teams apps” section), search for ‘SimplyDo’ using the search bar, and then select SimplyDo in the result list. In the following screen, ensure the “Allowed” toggle is switched on. 2.4 Teams Admin: Install SimplyDo for Teams across your tenant If you are a Teams admin for your organisation, you can configure your tenant to automatically install the SimplyDo app for all users. To do so, first navigate to the Teams Admin dashboard by visiting https://admin.teams.microsoft.com. Then navigate to the “Setup policies” tab under the “Teams apps” section. Select a policy from the list (e.g. the “Global” one). On the page that follows, select “Add apps”. In the sidebar that appears, search for “SimplyDo” and “Add” this. The SimplyDo app should now show in the list. Click “Save” at the bottom to save your changes to the policy. 3. Pinning the SimplyDo app for Teams Pinning the SimplyDo app to the app bar allows it to be easily discovered by you and your users, and for quick navigation 3.1 Pinning the app individually If you have permissions to choose which apps you have pinned to your app bar, you can easily do this from within Teams. Once the app is installed, open it. Whilst open, right-click the app icon in the app bar, and tap “Pin”. The app will now be pinned across your devices. 3.2 Teams Admin: Pinning the app for users in your tenant If you are a Teams Admin for your organisation, you can pin the app automatically for your users. To do so, first navigate to an organisational policy in the Teams Admin dashboard, as described in section 2.4 above. In the “Pinned apps” area, tap “Add apps”. In the side bar, search for “SimplyDo” and add this, SimplyDo will now be shown in the list of pinned app bar apps. Pinned apps can be re-ordered using the re-order icon as shown. Once happy with the setup, remember to tap “Save” to save your policy. 4. Recommended: Grant admin consent for the app for your tenant If you are a Teams Admin for your tenant, you can grant “admin consent” for the SimplyDo teams app for your users. We recommend doing this, since it enables admins to review the permissions requested, and it allows users to get started more easily. To do so, first navigate to the SimplyDo app in the Teams Admin dashboard as described in section 2.3 above (or simply use this link to go directly there: https://admin.teams.microsoft.com/policies/manage-apps/dbf692fe-35c1-4511-9178-9131e6511712/permission). Once there, on the “Permissions” tab, tap “Review Permissions…”. On the dialog that opens, go through the authentication process and finally tap “Accept” to grant the admin consent. 5. Using the SimplyDo app for Microsoft Teams The SimplyDo app for Microsoft Teams is focused and straightforward to use. Simply select the “SimplyDo” app from within Teams, and you’ll be logged-in ready to discover challenges, create ideas, and interact with others across your organisation. For help and support in using the app, please get in touch with your account manager.

Last updated on Mar 15, 2024