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Connect OnePlan to Existing Teams or Teams Channels

  • Updated

This article explains how to add OnePlan to an existing Teams instance, or to an existing Teams Channel.

It is easy to connect OnePlan to your Teams environment. There are a few ways to add OnePlan into existing Teams:

Add a OnePlan Work Plan as a Channel Tab in Teams

The OnePlan work plan has been added as a tab in teams.

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  1. Go to the desired work plan in OnePlan. Click the user menu, then Share With. The Shared Url form will open.

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  2. Select the entire URL. Save the URL for later use, such as in a notepad file.

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  3. In the desired Team, click Add a tab. The Add a tab form will open.

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  4. Select Website.

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  5. Name the tab, and paste your OnePlan work plan URL from step 1 into the URL field. At the end of the URL add "&hideui=true". Then click Save.

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Add OnePlan to the Left Rail in Teams

The OnePlan app is now available in the left rail navigation of Teams. Click the OnePlan icon to access to all plans and relevant areas in your OnePlan group.

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  1. Click the Apps icon. The Apps window will open.

    addoneplanasapp.png

  2. Search for and select the OnePlan app.

    addoneplanasapp_Select.png

  3. Click Add to add OnePlan as an app within Teams.

    addoneplanasapp_Add.png

  4. Select your OnePlan group and click Save.

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Add OnePlan as a Channel Tab in Teams

There are two methods to add OnePlan as a channel tab in Teams.

Using the Add a tab button.

  1. In the desired Team, click Add a tab. The Add a tab form will open.

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  2. Search for and select OnePlan.

    AddTab_SearchandSelectOnePlan.png

  3. Select your OnePlan group. Then click Save.

    AddTab_SelectGroupandSave.png

Using the Apps window.

  1. Click the Apps icon. The Apps window will open.

    addoneplanasapp.png

  2. Search for and select the OnePlan app.

    addoneplanasapp_Select.png

  3. Click Add to a team to add OnePlan as a tab within a Team.

    AddTab_SelectAddTab.png

  4. Search for and select the channel where you would like to add the OnePlan tab.

  5. Select your OnePlan group and click Save.

    AddTab_SelectGroup.png

There is new a OnePlan tab in your selected channel. The OnePlan tab gives access to all plans and relevant areas in your OnePlan group.

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