SharePoint Integration

On December 6, 2024 the ability to create new SharePoint sites for plans via the SharePoint integration was removed. Existing users can still use this method for now, but new users are encouraged to switch to the Teams integration for future plans.

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  • SharePoint Authentication Changes

    For many years, Microsoft has supported multiple authentication methods for SharePoint Online - some more secure than others. Beginning in 2026, Microsoft will discontinue support for the less secure options.Going forward...

  • SharePoint Online - Authentication Method

    SharePoint Online supports only one viable authentication option.URL + Service PrincipalTo authenticate SharePoint, provide the URL of the SharePoint site, check the Use a Service Principal to connect to SharePoint Online...

  • Set Up SharePoint Modern Authentication (Deprecated)

    Microsoft will not support SharePoint Add-in starting on April 2, 2026. Please review this article for information on the Service Principal based authentication option.    Modern authentication setup is restricted to the...

  • SharePoint Lists to OnePlan Plans

    This article explains how to set up an integration for SharePoint list items to become plans in OnePlan. OnePlan Setup To complete the OnePlan setup, you need to be an admin (user with Owner permissions) in OnePlan. If...

  • SharePoint Lists to OnePlan Tasks

    This article explains how to set up an integration for SharePoint list items to become tasks within OnePlan plans. Integration Setup OnePlan Setup To complete the OnePlan setup, you need to be an admin (user with Owner...

  • Install and configure the Microsoft SharePoint App

    This article explains how to install and configure the Microsoft SharePoint App in OnePlan, which allows the creation of individual SharePoint sites/workspaces for plans. Install Microsoft SharePoint App Install the ...

  • Use SharePoint workspaces

    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 aut...

  • SharePoint Online (SPO)

    Terminologies Term Description Site A site in SharePoint List A list in SharePoint. List Name The name of a list in SharePoint. Based on Customer requirements. Field A column for a li...

  • SharePoint External Access

    The external sharing features of Microsoft SharePoint let users in your organization share content with people outside the organization (such as partners, vendors, clients, or customers). You can also use external sharin...