Planner

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, remove or delete your plan, and get notified in Teams when a task is assigned to you in Planner.

Functions such as:

• To Do List

• Completed

• Backlog

Open

Add a Planner tab to a team channel

NOTE: You can not add a Planner tab to a private channel in Teams.

In your team channel, select Add a tab +.

Open

In the Add a tab dialog box, choose Planner.

In the Planner dialog box, choose either:

• 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.

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.

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.

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.

• 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.

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.

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.

• 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".  Select the plan tile to open the plan in Planner for web.

• 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.

  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.

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.

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 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.
  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.

To turn on the Planner assignment notifications in Teams:

• In Planner for web, select Settings, and then under Planner, select Notifications.

  Make sure the Someone assigns a task to me check box is selected.

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.

• Not replace your email and mobile push Planner task assignment notifications; you will receive all three.

Even if the task assignment action occurs outside of Teams (for example, in Planner for the web or the Planner mobile apps), if the plan has a tab in Teams, a Teams notification will be sent to the assignee.

Turn off Planner assignment notifications in Teams

If you do not want to receive Teams notifications for task assignments, you can mute or block the Planner botto stop Teams notifications from Planner.