Connect Google and Microsoft accounts

Connecting your Google Workspace or Microsoft 365 account links Onplana to the tools where your files, calendar, and email already live. Connections are personal: each person connects their own account, separately in each organization they belong to, and only ever grants access to their own data.

Connecting an account, calendar push, and Email-to-Task work on every plan. Attaching OneDrive/SharePoint files in project workspaces, and two-way sync with Microsoft To Do, are included from the Pro plan up. Attaching Google Drive files is part of the Business plan’s integrations. On lower plans those actions show an upgrade prompt instead.

Connect an account

1. Open Settings and go to the Connections tab (it was called Accounts before October 2026, and old links still open it).

2. Under Your accounts, find Google or Microsoft 365 and select Connect. (Box and Dropbox sit alongside them, for file storage only.)

3. Sign in with the provider and accept the consent screen. You are returned to where you started; if you began from a cloud file picker inside a project, the picker reopens with your files listed.

Once connected, the row shows the linked email address and a Connected chip, and What Onplana can use lists each permission you granted in plain words. Update permissions re-runs the consent screen to add more, for example the Microsoft scopes for Planner and To Do, or the agent permissions for Outlook drafts, Teams, and SharePoint.

Connect Microsoft for To Do only

The Microsoft 365 Connect button connects your calendar, OneDrive, To Do and Planner in one sign-in. One of the permissions it asks Microsoft for, Group.Read.All (to list the Planner plans in your groups), needs your organization’s IT admin to approve it. If you have nobody to ask, or only want your tasks in Microsoft To Do, use Connect for To Do only instead.

	Asks Microsoft for	Needs your IT admin
Connect for To Do only	Your tasks (Tasks.ReadWrite), plus sign-in	Usually not
Connect	Your calendar (Calendars.ReadWrite), your files (Files.ReadWrite), your tasks (Tasks.ReadWrite) and your groups (Group.Read.All), plus sign-in	Yes, for Group.Read.All

Sign-in here means your name, email address and profile, and keeping the connection working without signing in again.

Connect for To Do only sits under the Microsoft 365 row in Settings, Connections, and is the button in the Microsoft To Do sync section when you have no Microsoft connection, or one without your tasks. On a connection you already have, it adds that one permission and keeps everything you connected before. It is shown on plans that include To Do sync (Pro and up).

1. Open Settings, then Connections.

2. Select Connect for To Do only, on the Microsoft 365 row or in the Microsoft To Do sync section.

3. Sign in with Microsoft and accept the consent screen. Back in Onplana, turn on To Do sync in the Microsoft To Do sync section.

Your tenant switched off user consent. Some organizations turn off the setting that lets people consent to apps on their own. Then Microsoft asks for an administrator’s approval for this permission too, and the connection is made once they have approved Onplana.

Adding Planner later. Planner import needs Group.Read.All. Once your IT admin has approved it, select Update permissions on the Microsoft 365 row, which asks for every Microsoft permission Onplana can use, Group.Read.All among them. The new permissions are added to your connection, and To Do sync keeps working through the change. Until then, the Planner import says that your organization’s IT admin must approve the permission, and that Microsoft To Do sync works without it. See Link Planner plans into a portfolio.

What each connection unlocks

Google Workspace

• Attach Google Drive files in project workspaces through the Google file picker (Business plan). Onplana can only ever open the specific files you pick, not browse your Drive.
• Push your assigned Onplana tasks to Google Calendar (the Put my assigned tasks on my Google Calendar switch under the Google row). Works on every plan.

Onplana is also listed on the Google Workspace™ Marketplace, where you, or your Google Workspace admin for the whole domain, can install it so it opens from the Google apps launcher. The Apps tab of Apps and integrations links it too, with the Onplana Tasks add-on for Google Calendar. Google Workspace is a trademark of Google LLC.

Microsoft 365

• Attach OneDrive files in project workspaces (Pro plan).
• Push your assigned tasks to Outlook Calendar. Works on every plan.
• Email-to-Task: fetch recent unread Outlook emails and convert them to tasks in one click, from the Email to task section on the same tab. Works on every plan.
• Two-way sync of your tasks with Microsoft To Do (Pro plan).
• With the corresponding permissions granted, AI agent features can save email deliverables as Outlook drafts (drafts only, never sent automatically, and gated behind its own opt-in toggle), post to Teams channels, and attach SharePoint documents.

Staying connected

Token refresh is automatic. Onplana stores the provider’s refresh token encrypted and renews the short-lived access token in the background just before it expires, so a connection keeps working for months without any action from you.

If you revoke Onplana’s access from your Google or Microsoft account security page, the next refresh fails and the connection is marked revoked. The row says Reconnect needed or reverts to Connect, and surfaces that used it (such as the cloud file picker) prompt you to reconnect. Reconnecting is the same flow as connecting the first time.

Tip

If file attachments or calendar push silently stop working, check Settings → Connections first. A row that says Reconnect needed, or has fallen back to Connect, means the provider-side grant was revoked or expired, and one click restores it.

Disconnecting

Select Disconnect on the row, and confirm, to revoke a connection. For Google, Onplana also asks Google to revoke the grant itself. The connection record is kept (marked revoked) rather than erased, so your organization’s audit trail of what was connected and when stays intact. Files already attached from that account remain attached.

Best practices

1. Connect during onboarding. Cloud integrations are most valuable when set up early. New users who connect on day 1 never have to break their flow later.
2. Grant only the scopes you need. Update permissions to add scopes; don’t pre-grant scopes you don’t yet use. Least-privilege.
3. Coordinate org-wide on one provider. If everyone uses Google Workspace, connect Google. Don’t mix Google + M365 per-person without reason; integration surfaces differ.
4. Use calendar push for visible commitments. Pushing tasks to your calendar makes your day’s plan real-world. Calendar entries also reduce double-booking.
5. Audit connected accounts on team departure. When someone leaves, their personal cloud connections leave with them. Verify auto-revocation; remove any orphan grants.

Troubleshooting / common pitfalls

• Connect button does nothing. Pop-up blocker. Allow pop-ups for app.onplana.com.
• Card says Connected but cloud picker empty. Insufficient permission scope. Update permissions and grant the needed scope.
• Outlook tasks pushed but Google Calendar empty. Different push toggle per provider. Verify Google toggle ON.
• Email-to-Task button missing. Microsoft 365 only; not Google. By design.
• Connection silently disconnected. Provider revoked tokens. Reconnect via Settings → Connections.

How this combines with other features

• Connection + Cloud storage. Connecting unlocks cloud-storage attach in project workspaces. See Attach files from cloud storage.
• Connection + SharePoint. Microsoft connection unlocks SharePoint attach. See Attach files from SharePoint.
• Connection + Calendar. Push tasks to Google/Outlook calendars.
• Connection + Email mailbox. Outlook email connection complements project mailbox for inbound. See Receive email into projects.

Coming from another tool

Tool	Mapping
Asana Google sync	Direct concept
Jira Cloud apps	Direct
ClickUp integrations	Direct
Microsoft Loop	Direct
Custom OAuth integration	Onplana uses standard OAuth2

FAQs

Does connecting give my whole organization access to my account? No. A connection is scoped to you, and to the organization you connected it in. Teammates connect their own accounts.

Why can I connect but not attach cloud files? OneDrive and SharePoint file attach in project workspaces is included from the Pro plan up, and Google Drive, Box, and Dropbox attach is part of the Business plan’s integrations. Below Pro the Add from cloud action shows an upgrade prompt.

Can Google emails become tasks too? Not currently. Email-to-Task works with a connected Microsoft 365 account and Outlook mail; Onplana does not request Gmail access.

Can I have multiple Google accounts connected? One per organization. Connect a different account in a different organization if you span multiple orgs.

Does Onplana store my email content? Only the emails you convert to tasks. Email content lives in the task description.

Do calendar pushes stay in sync as I edit tasks? Yes, task edits propagate to calendar entries on the next sync cycle.

Related

• Attach files from cloud storage, needs this connection
• Attach files from SharePoint, Microsoft side
• Receive email into projects, inbound automation