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Browse by plan & role
Getting Started
Create your first project
PM onboarding bundle
Admin first-week checklist
Set up your organization
Invite your team
Migrating from Microsoft Project
Join a workspace by invitation
Assess your Project Online estate
Import a Microsoft Project file
Read your Schedule Health Check
Import a WBS from Excel or CSV
Migrate a Microsoft Project plan anywhere
Migrate from Microsoft Project Online
Run cross-project reports
Build a custom dashboard
Pro
Take the tour and finish setup
Change your display language
Install the Onplana Tasks browser extension
Install Onplana Tasks for Windows
Install Onplana Tasks for Mac
Install Onplana Tasks for iPhone
Projects, Tasks & Views
Organize the Projects page
Manage project status and progress
Work with tasks
Link task dependencies
Use the Kanban board
Plan on the Gantt chart
Pro
Capture and compare baselines
Use the calendar and burndown views
Create custom fields
Pro
Scope custom fields to one project
Pro
Tag work with shared labels
Set up recurring tasks
Save and reuse project templates
Starter
Restore deleted work from the Recycle Bin
Agile
Plan a sprint
Pro
Run and complete a sprint
Pro
Groom the backlog
Pro
Group work with epics
Pro
Track milestones
Governance
Set up gate reviewers for proposals
Enterprise
Understand the proposal pipeline
Enterprise
Submit a proposal
Enterprise
Review a gate
Enterprise
Configure evaluation criteria
Enterprise
From proposal to governed project
Enterprise
Run a Change Control Board
Enterprise
Classify strategic vs operational work
Enterprise
Turn intake submissions into proposals
Enterprise
Track goals and OKRs
Business
Group projects into portfolios
Business
Resources & Time
Plan team capacity
Pro
Log and submit timesheets
Pro
Approve timesheets
Pro
Monitor timesheet compliance
Pro
Set expected hours overrides
Pro
Track compliance per project
Pro
Forecast billable capacity
Pro
Enforce timesheets with a hard lock
Enterprise
Run escalation chains
Enterprise
Grant compliance exceptions
Enterprise
Export compliance evidence
Enterprise
Configure working calendars
Finance
Set budgets and currency
Configure rate cards
Split cost and billable rates
Enterprise
Read the EVM dashboard
Mark projects billable or internal
Pro
Track revenue at risk
Enterprise
Plan portfolio scenarios
Enterprise
Docs & Collaboration
Organize project files in document folders
Organization-wide Workspace (documents + lists)
Attach files from cloud storage
Business
Edit Office documents in your workspace
Attach documents from SharePoint
Business
Share a library or list (per-resource access)
Link external boards and docs
Write project wikis together
Pro
Sketch on collaborative whiteboards
Pro
Comment on tasks and mention teammates
Track issues in the issue log
Capture and route ideas
Share reports and documents with people outside Onplana
Use Onplana in Microsoft Teams
Onplana in Teams adoption toolkit
Build web part pages
Pro
AI & Agents
Chat with the Onplana AI assistant
Generate a project plan with AI
Detect project risks with AI
Business
Understand your AI token budget
Connect an external AI agent (MCP)
All plans
Assign work to an AI agent
Connect Onplana to ChatGPT (from the directory)
All plans
Review and approve agent output
Talk to an agent in a task thread
Draft a reply to a blocked agent
Install the Onplana agent skills
Request an external agent run
Pro
AI agent action limits
Maker plans and limits
Publishing apps, limits, and reporting abuse
What a build costs
How your published app and its data are kept safe
Serve your app on your own domain
Invite a friend and earn build credit
Control who can use your published app
Build an app with Onplana Maker
Collect form submissions from your app
Plan your app on the Plan tab
Show collected data in your app
Use your files in a build
Accept file uploads in your app
Keep your app live with premium hosting
Take payments in your app
What you can build with Onplana Maker
Open artifacts with deep links
Automation & Integrations
Build a workflow
Pro
Add approval steps to a workflow
Pro
Send webhooks to external services
Business
Create public intake forms
Pro
Receive email into projects
Connect Google and Microsoft accounts
Business
Get alerted when a project goes over budget
Pro
Admin & Security
Understand roles and permissions
Create custom roles
Business
Configure single sign-on (SSO)
Enterprise
Provision users with SCIM
Enterprise
Enforce two-factor authentication
Manage sessions and devices
Read audit logs
Enterprise
Review what AI agents did (Agent Activity)
Restrict access by IP allowlist
Enterprise
Create API tokens
Control what agents can delete
All plans
Manage notification preferences
Customize your navigation
All plans
Monitor workspace health
All plans
Set a password for a social sign-in account
Deploy Onplana for Microsoft Teams
Billing & Plans
Compare plans and upgrade
Manage seats and guests
Change your plan or billing cycle
Cancel or pause your subscription
Buy Onplana through Microsoft Marketplace
What's New
July 2026
June 2026
Onplana
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What's New
Release notes are grouped by month, newest first:
July 2026
June 2026
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