---
sourceDocument: Australia IT Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/it-service-management

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    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

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bundleId :

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workflow :

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---

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

# Collaborate on a task record using Microsoft Teams in Service Operations Workspace {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Provide a connected experience for users by starting a Microsoft Teams
chat conversation from a task record or importing the chat to the task record.

## Vorbereitungen

Role required: itil or admin

## Warum und wann dieser Vorgang ausgeführt wird

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://servicenow-prod.fluidtopics.net/vJPm0xlQV6mSzcR8gUq_gw "Customize the task record fields displayed when you view or import a Microsoft Teams chat conversation.").

## Prozedur

1. Open a task record, for example, incident.
2. From the Sidebar, click the collaborate icon (![Collaborate]()).
3. To view a chat conversation, click the more options icon (![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, click the plus sign (+), and select Start Microsoft Teams chat.
   2. In the Start Microsoft Teams chat dialog box, specify the participants.
   3. **Wahlweise:** To specify more chat options, click Show more chat options and specify a client.  
      You can choose Microsoft Teams application or the Microsoft Teams web application.
   4. Click Start Chat.  
      * A chat conversation is initiated in Microsoft Teams.
      * All automatic chats are automatically imported to the Collaborate panel.
      {#start-msteams-chat-sow__ul_zck_skr_vsb}
   {#start-msteams-chat-sow__substeps_w2x_glr_vsb}
5. To view a chat conversation, click the more options icon (![more options icon]()) on the chat and select View chat.
6. To import a chat conversation, perform one of the following actions.

   | Option | Description |
   | Import a chat from any conversation | 1. Click 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 click Import. {#start-msteams-chat-sow__ol_vsj_lfr_vsb} |
   | Import a chat from a conversation in which you are a member | 1. From the conversation that you are a member of, click the more options icon (![more options icon]()) and select View chat. 2. Click the filter chat messages icon (![filter chat messages icon]()) and select the type of messages you want to view. 3. Select the required messages and click Import. {#start-msteams-chat-sow__ol_tmn_tjr_vsb} |
   |-|-|

   {#start-msteams-chat-sow__choicetable_tnl_jfr_vsb}  
   Imported chats are reflected in the activity stream of the task record.