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.
   

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

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

Next, review the following articles:

• Viewing Projects in TeamDynamix
• Project Execution
• Closing a Project