Introduction #
ISOPlanner is a Microsoft 365 application that helps you structure your documents and tasks related to ISO standards. It integrates with SharePoint for documentation and with Outlook for tasks.
For more information on the application, see https://isoplanner.app.
As an addition to the application, a Teams app was created with the specific purpose of sharing documentation regarding ISO standards with coworkers. This document explains how to install, configure and use this Teams app.
Activation #
| An administrator in your organization needs to install and authorize the Teams app. As an administrator, go to https://admin.teams.microsoft.com and log in. Go to menu Teams apps and then choose Manage apps.
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In the search box, type “isoplanner” – you’ll see ISOPlanner Library app appear.
| Click on the ISOPlanner Library result for more information and toggle “Allowed” to on. Then go to “Permissions” and click the button “Review permissions”. |  |
A Microsoft popup will appear which shows the permissions that the ISOPlanner Knowledge Base Teams app needs – click “Accept” to continue. You’ll be notified that the requested permissions have been granted.
Basic configuration #
After activation, next step is configuration of the Knowledge Base Teams app within ISOPlanner. Go to https://portal.isoplanner.app and log in with an account that has the “Manager” or “Administrator” role.
First, go to menu Management – Settings and choose tab “Integration”. You’ll find a setting here to activate the use of the Teams Knowledge Base app.
Toggle this setting to On.
Next, go to menu Library and choose tab “Knowledge base’.
| Click on “Organization” to open a screen where you can select documents to be made available in the Teams app for everyone in your organization. The “Add content” button will open a side panel showing all the categories in your ISOPlanner library with the option to open them to view a list of documents. Select as many documents as you want and click “Add” to make them available in the Teams app. |  |
For documents that were added to the knowledge base, there’s the option to “pin” them. That will make sure that those documents will be featured in the Knowledge Base Teams app. You can pin a maximum of 8 documents.
Use #
 | In Microsoft Teams, open a team and click the plus-icon to add a tab to the team.
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| Search for “ISOPlanner” and select the ISOPlanner Library app. In the next screen, click “Add”. It might take some time to load at first. Click “Save” when that button becomes active. The knowledge base will appear in the tab. |  |
Items that are pinned will show up as tiles in the Teams tab. Click one to view the content of the document. For SharePoint documents, there will be a button to open them directly in SharePoint.
There is another button to close the document.
Above the pinned documents, there is a search bar to search for documents in the knowledge base. It will search within text of the SharePoint documents as well.
Business and Premium configuration #
For users on the Business and Premium plans of ISOPlanner, extra functionality is available to make specific sets of documents available for specific teams.
First go to menu Management – Teams and groups to add the teams you want to make separate sets of documents available for.
| Then in Library, tab “Knowledge base”, add a team and choose the channel(s) in that team for which the knowledge base becomes available.
After clicking the “Select” button, you can add specific content for the chosen team.
You can now add the knowledge base app as a tab to the team if you haven’t done that already.
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