This article explains how to use SharePoint workspaces with OnePlan. This functionality requires the app Microsoft SharePoint be installed and configured by your admin.Based on settings, a SharePoint workspace may be auto-created upon creation of your plan. Or, a SharePoint workspace may be created manually as needed per plan.
Open the plan contextual menu. Select SharePoint.
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Click the Connect button to create a workspace for this plan. Based on the plan type, the template configured by the admin determines how the workspace looks with that template's lists, libraries, and content.
The new workspace is created following the Site Collection URL and then the plan name will be the workspace URL.
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Whether a workspace was created automatically or manually, the steps to open the workspace are the same. Open the plan contextual menu. Select SharePoint. Click the button to open the connected workspace.
The plan name is also the site name in SharePoint.
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