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Planner Blog
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Bringing a Plan into Microsoft Teams

Dave Heller's avatar
Dave Heller
Former Employee
Mar 28, 2017

Now that Microsoft Teams is generally available, I wanted to provide a video demo showing how you can import an existing Plan into Teams. 

 

 

Here are the steps and important items to note:

 

-In order to import a plan, you must create a Team from an existing O365 Group.

-To bring the plan into Teams (mirroring the plan in the Planner web app), add a Planner tab to your Team, and click "Use an existing plan"

-This will import your board and enable you to have a fully synced experience between Planner and Teams.

 

We will continue to develop this experience, and we always welcome your feedback here and on http://planner.uservoice.com/!

Updated Mar 28, 2017
Version 2.0

29 Comments

  • Anonymous's avatar
    Anonymous

    I am still confused. Now that Teams syncs with Planner and viceversa, how to 'transfer' a Team's Channel onto Planner?

     

    Dave Heller any plans for developing reporting tools such as Gantt Charts or data export (I know you are not part of Teams)?

     

    Ta

  • Dave Heller thanks for the feedback. We just kicked off Lean for our dept and the entire firm is moving forward with training and visualizing work in kanban boards. We're using Trello but us (the IT dept) will be checking back in to Planner as new features get rolled out. I will be honest and Planner is dead in the water until it is at least comparable to Trello. I know they have a head start but I know ya'll will get there. The Butler Bot or the ability to do similar in Planner with Flow is a must have.

     

    Thanks for your hard work!

     

  • Rowan Hill's avatar
    Rowan Hill
    Copper Contributor

    I'm having the same issue as Creighton_Barnes. Do I have to recreate all the cards in the plan I created in Teams in order to have the full planner functionality? Is there a way to transfer cards from one plan to another? 

    Thanks,

    -Rowan

  • Peter Atherton that is not anticipated behavior, and I would recommend raising a support ticket

     

    Creighton_Barnes for now, the link to Planner from Plans started in Microsoft Teams is through the "My Tasks" page. We will continually develop the integration, but for now the integration above is the method of having plans sync between Teams and Planner.

     

    Jay Bellchambers did you create the plan in Microsoft Teams or Planner web app?

     

    Michael Skitt that is correct!

  • We've found that if you create a Team using an existing O365 group, it deletes the planner from the group therefore there is nothing to merge. It tells you that there is an existing plan but is unable to get group data 

  • Getting there! Thanks for the hard work. 

     

    So if you create a new planner in Teams app it does not show up in the Planner web portal. It's kind of confusing. So I created a new planner in teams app. Filled in some buckets. Added a couple test tasks. Alls ok. There is a link at the top to "view in web" and it takes you to the Teams planner and it shows you that planner with the new buckets and tasks... but it's actually the Team name? So I hit refresh and it's back to the parent planner for that team. So how do you get back to the teams app plan?

     

    Obviously it's still getting some bugs worked out. But wanted to bring that up in case I was missing something? We're trying really hard to make this work for us but we keep running back to Trello. 

  • The oneNote wont imported in YET, but the planner should be, regardless if the group is created or not.

     


     

  • We have a Planner and OneNote that we created before teams with all of the same users. We don't have an existing 0365 group, nor I doubt will we be able to get one set up, is there any other way of syncronising the two?