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Installation Step 3: Add ShortPoint Tab to Your Teams Channel



You are now in the last phase of the installation process. All that is left to do is add a ShortPoint Tab to other Microsoft Teams Channels. There are two ways to do this. One way is using the Manage Your Apps tab. This is similar to the process you did on Installation Step 2. The second way is using the Teams tab. Follow the instructions below to get started.


TABLE OF CONTENTS


Before We Begin


Note: ShortPoint for Teams is not available for GCC and GCC High Tenants. More information can be found in this article.

Option 1: Adding the ShortPoint Tab using Manage Your Apps


Step 1: Open Microsoft Teams 

To get started, open Microsoft Teams. You may use either the desktop app or the web browser.

Desktop:

Find the Microsoft Teams app from your list of desktop applications and select it to open.

Microsoft Teams App


Web Browser:

Go to teams.microsoft.com and log in to your account. 

Microsoft Teams Web Browser



Step 2: Go to Apps

From the side panel, click Apps

Microsoft Teams Apps Catalog


Step 3: Click Manage your apps


From the Apps side panel, select Manage your apps.

Manage your apps button


Step 4: Click the ShortPoint Custom app

Use the search bar to find the ShortPoint app and click it. It will expand to show all the Team Channels that currently have the ShortPoint tab.

ShortPoint custom app


Step 5: Click View Details


Press the ellipsis on the right side of the screen and click View Details.

View Details button


Step 6: Select Add to a team


A pop-up window will appear containing more details about the ShortPoint app. Click Add to a team.

Add to a team button


Step 7: Remove the Teams channel

The Teams channel you previously added in the second installation step will appear. Simply click the cross button. Don’t worry, this action will not remove the ShortPoint tab to the Teams channel. You only need to do this to add ShortPoint to other channels.

Cross button


Step 8: Select a channel and Set up a tab


Use the search bar to find the Teams channel you want ShortPoint to be added, then click Set up a tab.

Search bar


Set up a tab button



Step 9: Click Save


A prompt to save will appear. Click Save.

Save button


Done! You can now see the ShortPoint tab on your Teams channel.

ShortPoint Tab


Option 2: Adding the ShortPoint Tab using Teams


Step 1: Open Microsoft Teams 

To get started, open Microsoft Teams. You may use either the desktop app or the web browser.


Desktop:

Find the Microsoft Teams app from your list of desktop applications and select it to open.

Microsoft Teams App

Web Browser:

Go to teams.microsoft.com and log in to your account. 

Microsoft Teams Web Browser


Step 2: Go to Teams tab


From the side panel, select Teams.

Teams Tab


Step 3: Select a Channel where you want to add ShortPoint


From your Teams, choose any channel where you want ShortPoint to be added.
Select Teams Channel


Step 4: Add a tab


Once you have selected a channel, click the plus button at the top of the page to add a new tab.

Plus button


Step 5: Select the ShortPoint app


A pop-up window will appear. Search for ShortPoint using the search bar and click the ShortPoint app to add it as a tab.

ShortPoint App


Step 6: Click Save


A prompt to save will appear. Click Save.

Save button


And you are done! Congratulations, you have successfully added the ShortPoint tab to your Teams channel.

ShortPoint Tab

Next steps after you have ShortPoint Installed


Here are some tips on how to get started with ShortPoint on Microsoft Teams:


Enjoy creating! :)


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