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New Planner capabilities bring task management directly into SharePoint sites

ErayC's avatar
ErayC
Icon for Microsoft rankMicrosoft
Jun 04, 2018

Task management is most efficient when your team has access to everything it needs in one place. That’s why we’ve worked to continuously integrate Microsoft Planner with more Microsoft 365 productivity solutions such as Outlook for calendars, Microsoft Teams as a tab and app, and SharePoint for files.  Rolling out today, SharePoint integration goes even deeper with new features for embedding Planner into SharePoint sites.

 

Do more with Planner in SharePoint

Two new capabilities bring task management directly into group-connected SharePoint team sites: adding a plan and adding a web part.

 

Adding a plan - The +New button on the homepage of every SharePoint site makes it easy to create lists and document libraries directly from your homepage. Now, that +New button will include the option to add a Planner plan. You can add the plan to your navigation pane so your whole team can access it in a single click, simplifying overall navigation.

 

 

Adding a web part - SharePoint web parts help you quickly glean and access relevant information, from internal news to shared documents. The new Planner web part adds to this experience, allowing you to add plan information directly on pages and news posts.  Depending on what task information you think is most relevant to your team, you can choose between the Planner Board or Charts view to appear on your homepage.

 

 

You can visit SharePoint’s Tech Community blogs site and follow SharePoint on Twitter and Facebook to keep up on future SharePoint releases. As always, submit ideas for improving Planner and SharePoint through UserVoice (Planner, SharePoint).

Updated Jun 04, 2018
Version 2.0

20 Comments

  • Great! This has not reached my tenant yet though so I can’t use/try out the feature just yet. When will this be rolled out to all tenants?

     

    Also, since we now should be able to have multiple plans with one office 365 group, will there be other places to create/connect a plan to an existing group?

  • A quick question: we have setup a Planner on the homepage of a sit (love it!), but we need to attach documents to the cards that come from different libraries on that site. Now it seems I can only add documents from the documents folder. Is there a workaround or will it be rolled out soon?

  • Phil Smith's avatar
    Phil Smith
    Copper Contributor

    Nice integration work.

     

    Notice the Copy, Edit, Delete functions on the boards is missing / restricted - is this a bug or a development requirement?

  • Deleted Yes, this should work with guest access in SharePoint.  For guest access for Planner in Teams, we have some updates rolling out in the next week or two that should address the Tab as well.  

  • Anonymous's avatar
    Anonymous

    Does this allow Guests to view the Planner in the site?

     

    I know that Guest access was recently added to Planner, but it does not appear to work with Guests who try to access a plan on a Teams Tab. 

     

    UPDATE: Guest Access to Planner is now working in my environment with Teams. Some fixes in the last week or so appear to have addressed the issue.

     

     

  • null null's avatar
    null null
    Copper Contributor

    That is a nice feature.

     

    I am wondering when we will be able to Edit/Delete comments on tasks. Seems like basic functionality that is missing.

     

    It would be nice if the comments section on tasks worked liked the channels in Teams, but I would be happy to be able to edit comments for the moment. Its maddening that I cannot edit a comment if I make a mistake or a typo. 

  • Miguel-Tena's avatar
    Miguel-Tena
    Brass Contributor

    Great news! Just to confirm, this means multiple plans per site/office 365 group right?