This article explains how to enable the OnePlan integration with Microsoft Teams.
This integration allows you to set up connected Teams and/or Channels for your entire OnePlan group, or individual Plans. You can create new Teams or Channels for each Plan, or connect to existing Teams or Channels.
To successfully enable this integration, you need to be a OnePlan administrator, and be a Microsoft tenant administrator (to enable integrations).
Enable the OnePlan and Teams Integration
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Go to the Admin pages > Microsoft Teams.
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Click Enable Permissions.
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Click Accept to enable OnePlan for Teams.
- Again, go to the Admin pages > Microsoft Teams.
- Next to "Enable teams integration", click Click Here. Allow the Teams integration events to install. Once installed, you are ready to configure how you want to connect OnePlan with Teams.
Team Creation Options Details
After enabling the Teams integration, a new set of configuration options will appear.
- Auto Create: Check this box to automatically create a new Team in Microsoft Teams every time a Plan is created. This setting only creates Plan-level Teams, and only applies to Plans created after checking the check box.
- Allow Creating Team: Check this checkbox to allow users manually to create Teams for Plans within Microsoft Teams.
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Allow Existing Team: Check this checkbox to allow users to link plans in OnePlan to existing Teams or Channels. Checking this checkbox also allows you to create new Channels within an existing Team and/or connect to existing Channels within an existing Team.
- Allow Creating Channel: Check this checkbox to allow users to manually create new Channels for their Plans within an existing Team. There is a 200 Channel limit per Team.
- Allow Existing Channel: Check this checkbox to allow users to connect their Plans to an existing Channel within an existing Team. There is a 200 Channel limit per Team.
- Auto Create Filter: Create a filter to determine when new Teams are created on Plan creation. You can use any available Plan-level field to create the filter.