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Manage apps and integrations

All plansAny member for Apps; Owner or Admin for the other tabs

Apps and integrations is one page for two jobs: getting Onplana’s own apps, which every member can do, and connecting the workspace to the tools your team already uses, which Owners and Admins manage. Open it from Onplana apps at the foot of the sidebar, or from Apps and integrations under Settings. Its address is /integrations, and each tab has its own (/integrations?tab=webhooks and so on).

You see only the tabs you may use. A Member sees the Apps tab alone, with no tab row. Guests do not see the page.

Tab What it is for Who sees it Plan
Apps Every Onplana app, the one for this device first Every member Every plan
Team tools Slack and Microsoft Teams channel notifications, GitHub and Jira issues, and accounting in Services workspaces Owners and Admins (a permission you can widen) Business and above
Microsoft 365 and Google Who has connected, linked Planner plans, directory import Owners and Admins Every plan
Webhooks Signed HTTP calls to your own services when things change Owners and Admins (a permission you can widen) Business and above
SSO Sign-in through your identity provider, SAML or OIDC Owners and Admins Enterprise and above
Inbound Email Email that creates tasks, through your own mail provider Owners and Admins Every plan

On a plan without a tab’s feature, the tab shows a lock that names the plan it needs. The Owner sees Upgrade Plan; everyone else is told the organization owner can upgrade.

Every Onplana app, each free on every plan, and each signed in with your Onplana account. The app that suits the device you are on comes first, with the page’s only primary button; the line at the top, “You use Onplana in”, lists the apps you already use, and Manage your sign-ins opens Settings > Connections > Your Onplana apps. A Signed in chip appears only when Onplana can confirm that sign-in.

The sections, in order: Onplana Tasks (the browser extension and the apps for Windows, Mac, iPhone and iPad, and Android), Onplana Schedule, Microsoft 365 (Onplana for Microsoft Teams with the Microsoft 365 Copilot agent, and Onplana Projects for SharePoint, coming soon), Google Workspace (the Google Calendar add-on and Onplana in the Google apps menu) and AI assistants (Claude, Claude Code, ChatGPT, Codex, GitHub Copilot and Gemini Enterprise). Each install section has a How to install link; see Onplana on every device.

The Owner, and anyone else who may manage billing, also sees Pay through your cloud marketplace: buy the Onplana plan through Microsoft Marketplace. Compare in Billing opens Billing; the tab itself never starts a purchase. See Buy through Microsoft Marketplace.

  • Notifications: post task and project updates to a Slack channel or a Microsoft Teams channel. Choose Connect, follow the setup steps, and pick the events under Notify on these events: Task created (when assigned), Task status changed, Comment posted, Project created, Project status changed, Member added to project. Where the server has the Slack app, Add to Slack lets Slack ask which channel; otherwise paste an incoming webhook URL.
  • Issue trackers: connect GitHub or Jira, and anyone can then create a linked issue from a task’s action menu.
  • Accounting: in a workspace with Onplana Services, send approved time and expense to Xero or QuickBooks; see Export to your accounting system.

Each connection shows whether it is Active or Paused, its events, when it last delivered, and since when it has been failing, with Configure, Test, Pause and Disconnect.

Each person connects their own Google or Microsoft account in Settings > Connections; this tab shows the workspace’s side. Each card counts how many members have connected and links to Manage in Settings. Below them:

  • Linked Planner plans: projects mirrored from Microsoft Planner, with Sync now and Unlink. See Link Planner plans.
  • Directory import: invite people from Google Workspace or Microsoft Entra ID, once your own connection has directory access.

For the personal side, see Connect Google and Microsoft accounts.

New Webhook takes a name, the endpoint URL and the events to send. Every request is signed with HMAC-SHA256 in the X-Webhook-Signature header; the signing secret is shown once, when you create the webhook. Each webhook has View deliveries (the latest 50, with status and time), Send test, Disable and Delete. After ten failures in a row Onplana stops sending to it and tells the Owners and Admins. The full guide is Send webhooks to external services.

Choose your identity provider (Google Workspace, Microsoft Entra, Okta, another OIDC provider, or SAML 2.0), enter its details, decide whether new people get an account on first sign-in, add your verified email domains, then save, test and share the sign-in link. See Configure single sign-on.

Send email to your projects to create tasks, through your own Mailgun, SendGrid or Postmark account: set the provider and domain, verify the domain with a DNS record, and paste the webhook URL into your provider. See Receive email into projects.

When a plan change removes Team tools, Webhooks or SSO, the tab stays read-only for a while so you can export what is there, and says when that ends. Slack and Teams connections that still post keep a Disconnect button.