Teamwork Connector

Teamwork is a project management and collaboration platform that helps teams manage tasks, projects, and communication efficiently. It offers tools for task assignment, time tracking, file sharing, and milestone tracking to streamline team productivity.

Search AI enables the ingestion of tasks from Teamwork, allowing users to easily search them.

Teamwork Connector Specifications

Type of Repository	Cloud
Content Supported	Tasks
RACL Support	Yes
Content Filtering	No

Connector Configuration

Search AI connects with Teamwork through its APIs.

Generate OAuth2 Credentials

• Login to the developer portal. For example: https://{yourTeamworkURL}.com/developer
• Create an app and provide its details.
  • Name – The name of your app, which will show on your apps consent screen.
  • Icon – Icon shown to users during authentication and installation.
  • Description – Provide a brief description of the purpose of the app.
  • Product – Select the Teamwork app.
  • Redirect URLs – Provide one of the following URLs depending on the Search AI deployment in use.
    • JP Region Callback URLs: https://jp-bots-idp.kore.ai/workflows/callback
    • DE Region Callback URLs: https://de-bots-idp.kore.ai/workflows/callback
    • Prod Callback URLs: https://idp.kore.com/workflows/callback
• Click Create.
• Once the app is created, you will find the client credentials required to configure the connector in Search AI on the Credentials tab.

Teamwork Connector Configuration in Search AI

On the Authentication page of the connector, provide the following information.

• Name - Unique name for the connector.
• Authorization Type - Teamwork supports OAuth 2.0.
• Grant Type - Set this to Authorization Code
• Client ID and Client Secret - Use the credentials generated in the Teamwork app.
• Domain - Provide the Teamwork domain from where the content is to be ingested. If the complete domain is like https://<your-specific-teamname>.teamwork.com, enter “<your-specific-teamname>”.

Click Connect. This initiates the authentication process.

Content Ingestion

Search AI currently supports the ingestion of Tasks from the Teamwork application.

Upon ingestion, the content is captured in JSON format and includes the following key fields:

• Title: Name of the task
• Content: Task description and assignee details
• URL: Direct link to the task in Teamwork
• Project Name: The project to which the task belongs
• Start Date and Due Date: Captures the task’s scheduled timeline

You can view the complete set of fields in the Content page.

RACL Support

The Teamwork Connector supports Restricted Access Control Lists (RACL) to manage user-specific access to ingested content.

• When restricted access is enabled, the connector stores the Project ID as the value of the sys_racl field for all ingested tasks.
• The sys_racl field is a permission entity and determines who can access the task data.
• Use the Permission Entity APIs to associate users with the appropriate Project IDs stored in the sys_racl field.

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