This article explains how to manually create Plan-level Teams in Microsoft Teams from within the OnePlan interface.
To allow users to create Teams for their Plans, the Allow Creating Team option needs to be selected in the Teams integration settings. See Enable the OnePlan and Microsoft Teams Integration.
This article assumes that you are not using the Auto Create feature of the Teams integration. The Auto Create function will create a new Plan-level Team every time a new Plan is created. See Auto Create a Team for New OnePlan Plans in Microsoft Teams for more detail on the Auto Create function.
Manually Create a Plan-Level Team from OnePlan
After enabling the Teams integration, each Plan in your environment will have a Teams icon in the Plan header. You can use this icon to create a new Team for your Plan.
- In the OnePlan front end, navigate to a Plan.
- From the Plan header, click the Teams icon. The Creating a Team form will open.
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Since we are creating a new Team, and not connecting to an existing Team, ignore the "Do you have an existing team?" prompt and click Connect. The integration will go to work and create a new Team for the Plan.
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Once the integration is done setting up, the Connected System form will open. Click Open Item to go to the new connected Team.
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A new Team is created with the same name as your OnePlan Plan. The member list for this Team is separate from the Share With form and is maintained on the Teams end.