Microsoft Planner in Teams

Add Microsoft Planner within Teams to organize your tasks. You then can work on your plan within Teams. You will be able to update, delete, remove your plan, as well as receive notifications when a task is assigned to you in Planner.

Note: You can't add a Planner tab to a private or a shared channel in Teams.

Jump to:

Add a Planner tab to a Team Channel

Add Planner to Left Navigation within Teams

Open your plan in Teams

Work on your plan in Teams

Delete a Task within Planner

Remove a Planner tab or delete a plan

Get Planner assignment notifications in Teams

Add a Planner tab to a Team Channel

1. In your team channel, select Add a tab +.

2. In the Add a tab dialog box, choose Planner.
   
   
3. In the Planner dialog box, choose:
   • Create a new plan to make a new Planner plan and add it as a tab to this channel.
   • Use an existing plan to choose an existing Planner plan to add to a tab in this channel.
     
     
4. Choose whether to post to the channel about the tab, and then select Save.

The tab will be added alongside your other team channel tabs, and you'll be able to start adding tasks to your board.

5. Repeat this procedure to add as many plans as you want for your channel.

Note: You can also add the same plan to multiple tabs. This doesn't create a copy of your plan.

Add Planner to left navigation within Teams

• Click on the … on the bottom left nav of Teams
• Search under Find an app for Planner
• Right click on Planner
• Click Pin

Open your plan in Teams

• On the channel tab where you created it: In Teams, select your team and channel, and then select the plan tab.
  
  
• From the app: In Teams, in the left column, select Planner. Choose Assigned to me  and then scroll to find the plan you're looking for.

Work on your plan in Teams

Once you've added your plan in Teams, there are two ways you can get started using it:

• In the team channel: When you add a plan on a channel tab, you can see your plan in context of the rest of your team conversations, files, and more.

• In the app (left navgation of Teams): In the Planner app, you can see both Assigned to me and Shared plans. Shared plans are all of the plans you've added to teams channels.

• Update the Planner as needed. To mark the plan completed, click on the circle in the list of the To Do or open and complete within the Planner.

Delete a Task within Planner

1. Select the task within the Planner tab or App that you want to delete
   
   
2. To remove the task assigned within Planner, click on …, then select Delete. This will remove the task within the Planner tab as well as the Planner app

Remove a Planner tab or delete a plan

When you're done using a Planner tab in Teams, you can either remove it from your team channel but keep the underlying plan, or you can remove it from your channel and permanently delete the underlying plan.

1. In your team channel, select the Planner tab you want to remove or delete, select the arrow next to the tab name, and select Remove.

2. In the Remove dialog box:

• • To remove the plan from the team channel: Clear the Permanently delete this plan and all its tasks. This data cannot be restored check box. This check box shouldn't be selected when you open the dialog box. The plan will no longer show up in Teams.
    
    
  • To remove and delete the plan: Select the Permanently delete this plan and all its tasks. This data cannot be restored check box. The plan will no longer exist either in Teams.

3. Select Remove.

Get Planner assignment notifications in Teams

You can get a Teams notification when a Planner task is assigned to you by another person if your team has Planner installed and your plan has a tab in Teams.

Your Planner assignment notification in Teams will:

• Appear in the Teams Activity feed.
• Appear in a chat with the Planner app (you can look here to see a record of past assignment cards).
• Contain the task title, who assigned you the task, the plan the task belongs to, and a link to open the task details in Teams.