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
- Option 1: Adding the ShortPoint Tab using Manage Your Apps
- Option 2: Adding the ShortPoint Tab using Teams
- Next steps after you have ShortPoint Installed
Before We Begin
- This guide is for the installation of ShortPoint for Microsoft Teams.
- Make sure to follow Installation Step 2: Upload ShortPoint App to Teams App Catalog before you proceed to the steps indicated in this article.
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.
Web Browser:
Go to teams.microsoft.com and log in to your account.
Step 2: Go to Apps
From the side panel, click Apps.
Step 3: Click Manage your apps
From the Apps side panel, select Manage your apps.
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.
Step 5: Click View Details
Press the ellipsis on the right side of the screen and click View Details.
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.
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.
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.
Step 9: Click Save
A prompt to save will appear. Click Save.
Done! You can now see the ShortPoint tab on your Teams channel.
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.
Web Browser:
Go to teams.microsoft.com and log in to your account.
Step 2: Go to Teams tab
From the side panel, select Teams.
Step 3: Select a Channel where you want to add ShortPoint
From your Teams, choose any channel where you want ShortPoint to be added.
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.
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.
Step 6: Click Save
A prompt to save will appear. Click Save.
And you are done! Congratulations, you have successfully added the ShortPoint tab to your Teams channel.
Next steps after you have ShortPoint Installed
Here are some tips on how to get started with ShortPoint on Microsoft Teams:
- You can use one of the predefined ShortPoint templates we prepared for you. Check out How to Get Started with ShortPoint for Microsoft Teams Template to learn how to use predefined templates.
- You can also build your ShortPoint tabs yourself. Follow How to Get Started with ShortPoint for Microsoft Teams from Scratch.
Enjoy creating! :)
Related articles:
- Installation Step 1: Upload ShortPoint App for Teams to Tenant App Catalog in Office 365
- Installation Step 2: Upload ShortPoint App to Teams App Catalog
- Installation Step 3: Add ShortPoint Tab to Your Teams Channel