Using the My goals tab and the Open in Teams button

Once your IT admin has installed LeaderKit, it appears in your Teams app bar.

The My goals tab

1. Open LeaderKit from your Teams app bar.
2. The My goals tab shows your open goals.

Sign-in uses your Microsoft account. If your admin has granted consent, you shouldn't see extra sign-in prompts.

Open in Teams

In LeaderKit, go to Settings → Integrations. On the Microsoft Teams card, click Open in Teams, next to Admin setup and Get link code. It takes you straight to LeaderKit in Microsoft Teams.

Reminders and comment alerts

LeaderKit in Microsoft Teams messages you about goals and key actions you own:

• Deadline reminders: 3 days and 1 day before a deadline by default, plus overdue items within 30 days.
• Comment alerts: when someone comments on your goals or key actions.

Messages are read-only, with an Open in LeaderKit link.

Change your reminder settings

You change these in LeaderKit, not in Teams. The settings appear once your account is linked.

1. Go to Settings → Integrations and find the Microsoft Teams card.
2. Turn Deadline reminders and New comments on or off.
3. In Days before, enter the days you want reminders, from 1 to 30, separated by commas.
4. Click Save.

Meeting prep on request

In a channel where LeaderKit is set up, mention LeaderKit with prep to get a meeting prep summary.