Connect a OnePlan Plan to an Existing Team and/or Channel in Microsoft Teams

This article explains how to connect a OnePlan Plan to an existing Team in Microsoft Teams.

When connecting to an existing Team in Microsoft Teams, the OnePlan integration allows users to either connect to an existing Channel within that Team (i.e. connect the Plan to the General) or create a new Channel within the Team. We will walk through each scenario in this article. 

Connect to an Existing Team and Create a New Plan Channel

To allow users to connect Plans to existing Teams and create a Channel within the Plan, the Allow Existing Team and Allow Creating Channel options needs to be selected in the Teams integration settings. See Enable the OnePlan and Microsoft Teams Integration.

1. In the OnePlan front end, navigate to the desired Plan. 
2. From the Plan header, click the Teams icon. The Creating a Team form will open.
   
3. Since we want to connect this Plan to an existing Team in Microsoft Teams, click the "Do you have an existing team?" switch. A couple more settings will appear. 
4. Search for and select the Team you would like to connect the Plan to. Begin typing in the name of the Team, and select from the results.
   
5. We do not want to connect to an existing Channel within the Team, so ignore the "Do you have an existing channel" option. 
6. Click Connect. The integration will create a new Channel with the same name as the Plan within the selected Team. When a user clicks the Teams icon in the Plan header > Open Item, the selected Team > Channel will open in a new tab. 
   

Connect to an Existing Team and an Existing Channel

To allow users to connect Plans to existing Teams and connect an existing Channel within the Team, the Allow Existing Team and Allow Existing Channel options needs to be selected in the Teams integration settings. See Enable the OnePlan and Microsoft Teams Integration.

1. In the OnePlan front end, navigate to the desired Plan. 
2. From the Plan header, click the Teams icon. The Creating a Team form will open.
   
3. Since we want to connect this Plan to an existing Team in Microsoft Teams, click the "Do you have an existing team?" switch. A couple more settings will appear. 
4. Search for and select the Team you would like to connect the Plan to. Begin typing in the name of the Team, and select from the results. 
5. Since we want to connect to an existing Channel within the Team, click the "Do you have an existing channel" switch. A couple more settings will appear. 
6. Search for and select the Channel you would like to connect the Plan to. Begin typing in the name of the Channel, and select from the results. 
   
7. Click Connect. The integration will connect the Team and Channel with the Plan. When a user clicks the Teams icon in the Plan header > Open Item, the selected Team > Channel will open in a new tab.