Onplana for Microsoft Teams
AI-native project and portfolio management, right inside Microsoft Teams. Plan work, track progress, and ask Microsoft 365 Copilot about your projects without switching apps. Free on every plan, with automatic Microsoft sign-in.
An active Onplana account is required, and one is created automatically on first Microsoft sign-in. See how it works in Teams.
One app, across Microsoft 365
Onplana is built on Microsoft’s unified app model, so the same tabs follow you across the Microsoft 365 apps you already use, on desktop and on your phone.
Microsoft Teams
Personal tabs, plus a project tab you can pin to any channel or group chat.
Outlook
The same Dashboard, Projects, and Governance tabs open in Outlook, with nothing extra to install.
Microsoft 365 app
Your tabs also appear in the Microsoft 365 app on the web and on desktop.
On your phone
Everything renders in the Teams mobile app, so you can check work wherever you are.
Plus a Microsoft 365 Copilot agent that answers questions about your work in plain language.
What you get inside Teams
Everything respects your normal Onplana permissions: the same projects, the same role, the same plan features as in the browser.
Your work as Teams tabs
Dashboard, Projects, and Governance travel with you as personal tabs. Open your portfolio, every project view (tasks, kanban, Gantt, calendar), and the proposal pipeline without leaving Teams.
Pin a project to a channel
Add a specific project board or dashboard to any channel or group chat, so standups and status conversations happen next to the live board instead of a stale screenshot.
Ask Microsoft 365 Copilot
The same app includes an agent for Microsoft 365 Copilot. Ask in plain language what is assigned to you, what is overdue, or for a status summary, and create or update tasks, all grounded in your live data.
Three tabs, your whole workspace
Each personal tab opens straight into the live Onplana view, no second sign-in.
Your projects, answered in Microsoft 365 Copilot
The Onplana agent for Copilot turns plain-language questions into grounded answers from your live Onplana data, scoped to what you can access. No dashboards to hunt through.
- “What is assigned to me right now, and what is overdue”
- “Give me a status summary of my most active project”
- “Find the project about the website redesign”
- “Create a task to draft the Q3 roadmap in Marketing”
Every answer cites the Onplana projects and tasks it used, with a link straight to the record. The agent respects your role and plan, so it can only ever see and change what you can.
AI-generated summaries and suggestions are indicated in the app and should be reviewed before you rely on them.
Add it in three steps
No setup project, no connectors to configure. If you use Teams, you are a minute away.
Add it from Teams
In Teams, open Apps, search for Onplana, and select Add. It installs for you in seconds.
Sign in automatically
The first launch signs you in with your Microsoft account. When your email matches an Onplana account, there is nothing to type.
Pin a project
In any channel or group chat, add an Onplana tab and point it at a specific project board or your dashboard.
Built for IT admins
Allowing Onplana is a one-step decision, and it stays least-privilege by design.
Single sign-on only
The Teams app authenticates through Microsoft Entra ID. It requests no standing access to mailboxes, files, or directory data.
Attested and hosted on Azure
Onplana completed Microsoft Publisher Attestation. Data is hosted on Microsoft Azure and encrypted in transit.
Roll out in phases
Use Teams permission and setup policies to pilot with one team first, then widen and pin it for everyone.
Moving off Microsoft Project Online?
Project Online retires September 30, 2026, with no in-place upgrade path. Onplana imports your .MPP, XML, and Project Online schedules, keeping dependencies and milestones intact, and puts the result right inside the Teams your organization already runs on.
Frequently asked questions
Does the Teams app cost extra?
No. It is part of every Onplana plan, including Free. Your plan determines which features you see, exactly as in the browser.
Do I need an Onplana account?
Yes. A free Onplana account is created automatically the first time you sign in with your Microsoft 365 account. Each teammate signs in with their own account and sees only their permitted view.
Does it work with our enterprise SSO (SAML or OIDC)?
Yes. Sign-in hands off to the same identity provider your organization already uses, so Enterprise SSO orgs land in their normal identity flow.
Does it really work in Outlook and on mobile too?
Yes. Onplana is built on Microsoft’s unified app model, so the same personal tabs also open in Outlook and the Microsoft 365 app, and everything renders in the Teams mobile app. Complex views like the Gantt chart are more comfortable on a larger screen.
How does an IT admin roll it out to the organization?
Allow the app once in the Teams admin center, then use permission and setup policies to choose who can use it and pin it. The full deployment guide walks through every step.
Go further with Onplana on Microsoft
Roll the Teams app out across your tenant, or buy Onplana through the Microsoft commercial marketplace so it lands on one Azure invoice.
Bring your projects into Teams
Free on every plan, automatic Microsoft sign-in, and a Copilot agent grounded in your live work. Get started in minutes.