Sharing a Project Plan in Microsoft Teams

If you are using Microsoft Teams to manage your project and would like to view multiple Card Wall Plans in one place, you can add a view to easily share plans with the larger team.  

This also works for URLs shared from the Client Portal (i.e. Waterfall plans, the project website, etc.).

Displaying a Card Wall Plan in a TDNext project

  1. Copy the URL from TDNext to the clipboard.

  2. Open Microsoft Teams.

  3. At the top of the window, click the + symbol.

  4. Select Website and then paste the details.
    displaying a card wall plan - adding a tab

  5. Name the plan and paste the Card Wall URL, then select Save.
    Name a project plan and paste the Card Wall URL

The Card Wall plan is now visible from the top view of the team in Microsoft Teams.

 

Next, review the following articles:

Details

Article ID: 873
Created
Tue 9/7/21 10:33 PM
Modified
Fri 11/5/21 12:32 AM

Related Articles (9)

Learn how to close out a project in TDX and document project details to inform or improve future projects.
Learn how to create a new project using the Projects / Workspaces app in TDX.
This article provides an introduction, overview, and table of contents for this user guide, Managing a Project in TeamDynamix.
Get answers to frequently asked questions about the Project Management Office (PMO), project management best practices, project criteria, tips, and more.
Learn how to use TDX to complete and update the tasks/work identified during the planning phase and communicate with project resources and stakeholders.
This article includes a breakdown of the components within your project that you should be aware of during Project Initiation.
Learn how to start planning your project in the Projects / Workspaces app.
Learn how to update the Project Health and Project Status for your projects in TDX.
This article details how team members can view projects in TeamDynamix, including non-TDX users, stakeholders, resources, and other users.