How to make the most of Lucidchart's Microsoft Teams integration

Many organizations now rely on real-time, chat-based collaboration tools to keep up with the fast-paced environment of modern communication. As one of the leading communication apps, Microsoft Teams has over 44 million daily active users.

If you count yourself among those 44 million, do you know that Lucidchart integrates with Microsoft Teams, making it easy to share visuals right in your Team channels?

Communicate complex ideas quickly and clearly when you take full advantage of Lucidchart’s Microsoft Teams integration. Read on to learn what best practices to start using every day.

Give collaborators the right permissions

Sharing your documents with others can be difficult. You don’t want them to accidentally delete or change something important. Now you can take precautions to ensure you get the feedback you need while keeping your documents accurate.

Before sharing your Lucidchart document in a Team channel, determine the appropriate permissions. Use the tab integration to give the right permissions to the right people—for each document, you can determine whether channel members can view only, comment, or edit the documents.

For example, if you need feedback or approval, set the permission as “Can comment.” This way you can maintain consistency and clarity across the entire team.

Easily switch to the standard Lucidchart workspace

Working directly in Teams is great to keep everyone on the same page, but maybe you prefer using our standard browser workspace to tackle bigger projects. No problem. The integration makes it easy to do both.

Simply click the browser icon, and voila, you’re diagramming in the standard Lucidchart workspace! Easily move around the canvas, add shapes, and map out your projects in the workspace you are most comfortable. If you use the standard workspace, just be sure to click the refresh icon in Teams frequently to keep up with any changes your team might be making.

Centralize conversations to keep everyone in the loop

Part of what makes working in Microsoft Teams great is the ability to organize conversations around different topics. The messaging extension makes it easy to share diagrams in existing conversations and keep diagram-specific conversations apart from other work-related topics. The chat icon in Teams lets you start conversations about specific diagrams. Now you have a dedicated chat to make real-time edits and keep everyone connected.

If you are using the Lucidchart workspace in Teams, you can leave shape-specific comments to reference specific parts of your diagrams for context. Use @mentions to notify the appropriate individuals and get the feedback you need quickly. Even access all of your Lucidchart diagrams directly in Microsoft Teams to reference quickly in chat conversations.

Send the right diagram every time

Sharing the wrong diagram can confuse both you and your teammate and make it difficult to work together. Never share the wrong diagram again with link unfurling as a part of our integration with Teams. Just paste your Lucidchart link into Teams, and a preview will automatically unfurl before you send it.

Link unfurling also makes it easier to quickly reference which diagram was sent. If you need to find a specific diagram later, you can just quickly look through the diagram previews to find the right one.

Execute any idea with Lucidchart templates

Take ideas from sticky notes on the canvas to fully scoped projects you can execute with ease. Whether you need a cloud architecture diagram to map out your cloud migration or different types of org charts to start a new hiring initiative, Lucidchart comes equipped with hundreds of templates and shape libraries to suit almost any diagramming need and get your project off the ground faster.

Getting started is easy. Paste a Lucidchart link into your Team channel to kick off the project and start working collaboratively. Or, you can select the appropriate documents using the Lucidchart message extension and open the workspace right in Teams.

Take advantage of these tips when you combine the power of Lucidchart with Microsoft Teams to take your collaboration to a whole new level.

Are you ready to get started? Try the Lucidchart integration for Teams today.