Use Planner in Microsoft Teams

If you're using Microsoft Teams, you can organize your tasks by adding one or more Planner tabs to a team channel. You can then work on your plan from within Teams or in Planner for web, and remove or delete your plan.

Find out how to:

Add a Planner tab to a team channel

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

    Screenshot of the Teams menu, pointing to the + for Add a tab

  2. In the Add a tab dialog box, choose Planner.

    Screenshot of Add a tab dialog box in Teams

  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.

    Screenshot of the Planner tab dialog box in Teams

  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.

    Screenshot of a newly added plan tab in Teams

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

Work on your plan in Teams

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

  • The Planner tab in the channel:    You can perform the basic Planner actions, such as adding buckets, tasks, assignments, and more. To use the more advanced Planner features, such as Charts and Schedule, you'll need to open your plan in Planner for web. Following is a list of plan actions in Teams versus Planner for web.

  • Planner personal app:    In Teams, in the left column, choose More options ..., and select Planner.

    The apps menu in Teams, selecting the Planner app.

    On the My Tasks tab, you can see all of the tasks assigned to you in Planner. The Recent and All tabs show you Teams-created plans you've recently looked at and a list of all plans you're a part of in Teams. Select About to find out more about the Planner app in Teams.

    Planner app view in Teams, showing just the tabs

Plan actions in Teams versus Planner for web

Following is a breakdown of the functionality available when viewing through Teams versus viewing through Planner for web. For more details on the Planner features and what you can do with them, see Microsoft Planner help.

Features

Teams tab

Planner for web

Create a plan

Yes

Yes

Add tasks to a plan

Yes

Yes

Create buckets

Yes

Yes

Add a checklist to a task

Yes

Yes

Comment on a task

Yes

Yes

Set and update task progress

Yes

Yes

Delete a task

Yes

Yes

Use labels for tasks

Yes

Yes

Set a task preview picture

Attach files, photos, or links to tasks

Yes

Yes

Add task start and due dates

Yes

Yes

Assign people to tasks

Yes

Yes

Mark plans as favorites

No

Yes

Delete a plan

No

Yes

View your plan's progress (charts view)

Yes

Yes

Get email about tasks

No

Yes

Add people to your plan

No at the plan level

Yes at the channel level from within Teams

Yes

View your tasks on a calendar (schedule view)

Yes

Yes

Open your Teams-created plan in Planner or Teams

After you've created a plan in a Teams channel, you can access that plan both from Planner for web and from Teams.

Open your plan in Planner for web

  • From the Office365.com website:    Sign in at office365.com and choose the app launcher, and then select Planner. In the Planner Hub, scroll to find your plan either under Recent plans or All plans.

    Screenshot of a plan tile in Recent plans, showing a Teams-created plan and the Team and Channel its a part of.

    When a plan is created in Teams, the team and team channel names will appear beneath the name of the plan in this format: "team > team channel". (If your plan was created before February 2018, you may not see these names until a plan member opens the plan in Teams after that date.) Select the plan tile to open the plan in Planner for web.

    Note: In the past, it was difficult to navigate to your Teams-created plan from the Office365.com website. Sometimes you could not find the plan, or if you found it, it appeared empty. All Teams-created plans now appear in Planner Hub. If you find an empty plan associated with your team, it may be a placeholder plan created when your team was created. If the plan is a placeholder, the name of the team or team channel may not appear on the plan's tile in All plans.

  • From the plan tab in Teams:    In Teams, select your team and channel and select the plan tab you want. To the far right of your tabs, choose the Go to website icon.

    Screenshot of Teams channel menu Go to website icon

    A browser window will open showing your plan in Planner for web.

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 Planner personal app:    In Teams, in the left column, choose More options ..., and then select Planner. Choose All and then scroll to find the plan you're looking for.

  • From Planner for web:    In Planner for web, do one of the following:

    • Go to the Planner Hub and scroll down to find your plan in Recent plans or All plans. On the plan tile, select ..., and then select Open in Microsoft Teams.

    • Find and open your plan in Planner for web. Then, at the top of the plan, select ..., and then select Open in Microsoft Teams.

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.

    Screenshot of tab drop-down menu choosing Remove

  2. In the Remove dialog box:

    Screenshot of Remove tab dialog box in Teams

    • 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 but it will appear in Planner for web.

    • 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 or in Planner for web.

  3. Select Remove.

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