Forum Discussion
MS Teams and Planner
We cannot connect an existing Planner plan to an existing Team.
We can go through the Team and create the plan, but we can't connect an existing plan to an existing team.
In the Comments field of the task is a button saying "Connect to a Team" which suggests it is possible or intended, but it doesn't work.
We don't find any guidance on requirements, constraints, and/or how to make this work.
Any guidance on this would be helpful. Thanks in advance.
Alan Prochaska
- Hello.
Is the current planner a private one? If so, you need to "share" the planner first of all, to the intended Team. And after you've done so, go back to the Team, enter the planner for the team and then add. That should work. Other than this suggestion I don't know.- Hi Brian,
I shared the plan to individual users. I wasn't able to share the plan to a Team; the dialog didn't offer it. Full disclosure, I'm confused about team vs group vs channel.Hello. I don't blame you, it can be really confusing. I will try to explain and hopefully you'll get a better understanding of what's what.
A Team consists of several channels. A Team can also be seen as a group. So basically a team and group is the same thing in this context. Channels are where you do the real work. Typically Channels are used to different projects, so that you can keep them apart. Let's say I have a Team named "Financial Reports". And, to not confuse anyone working with this team, we have different channels within the team. For my example I have 4 channels, one for each quarter. So my team would look something like this. Each channel specifies what you talk about in the different channels.
Financial Reports
- Quarter 1- Quarter 2
- Quarter 3
- Quarter 4
I hope this made things a little bit clearer.
I made a new plan from my personal view. And within that plan I go to the "add members" section, I get the option to add the planner to an excisting group. I find my group and select it, and proceed onwards.After this I navigate to my Team, and the Channel where my planner should go.
At the top, you se the little plus icon, telling me to add a new tab. Press that and look for the planner option. If you can't find planner, use the search bar to find it.
When I found my plan, I selected it and hit the save button. It loads for a second or two, and then when it's done I have a tab within my team, in that selected channel.
Hope this helps 🙂
