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How do Companies incorporate Teams Chat, Channels, Documents in Teams with Planview

  • May 11, 2026
  • 1 reply
  • 16 views
M
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Right now all meetings are in Microsoft Teams, Channel Chats, Individual Chats, documents are stored in Teams etc. 


How do other companies incorporate that Execution into the Planview Suite and their workflows? ​

    1 reply

    mserafinowski
    Gold Product Expert
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    • mserafinowski
    • Gold Product Expert
    • May 12, 2026

    Hi ​@margotrogers it’s mostly done via custom URLs on configured screens, pointing to documentation or artefacts that sit outside Planview, like Teams or SharePoint. There are or at least used to be a few connector options, for example AgilePlace with Teams and AdaptiveWork with Teams but I’m not aware of any native connector specifically for Portfolios. In our setup, we have a few Teams channels for Planview users but for documentation in Sharepoint or Teams we generally just link out using custom URLs on configured screens.

    Best, 
    Michal 

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