Forum Discussion
stephanieserblowski
Feb 13, 2020Brass Contributor
Can we create a Planner Board without a connected SharePoint Site?
Is it possible to create a planner board without creating an attached SharePoint site? Currently, when we create planner boards to organize projects it automatically creates a SharePoint site that w...
- Feb 15, 2020What you can do is utilize sub plans. If these leadership all work as a Team you can just create a sub plan mainly in such a "Leadership Team" Microsoft Team. Then you can have Channels per project, and when you create a Tab with Planner you get a sub plan basically. This way you have one Group, One SharePoint site, and multiple plans.
It all depends on security around it. If it's usually the same group of people then create a Team around those people and then have sub plans for them. You can even have multiple plans per channel etc. Since you are limited to 200 plans depending on the amount of projects you go through it Might be an good idea to create channels for "Categories of Projects etc."
Anyway, I don't like the whole SharePoint site / group for every planner plan, because not only are you getting those sties, you are getting Objects in your Global Address list and Azure AD as well for each plan. It can be a mess. This is why I turn Group creation off, so people cannot create Teams / Plans / SharePoint Team sites. But once they have a Team (as stated above) they have the ability to create sub plans, so it works in both ways to keep your organization directory / SharePoint clean, while still giving some ability to use multiple planners.
Hopefully this ramble made sense :).
Deleted
Feb 14, 2020Hi stephanieserblowski One reason for the SharePoint sites with Planner is for storing any files that are attached to a Planner card. You'll get the rich SharePoint document feature set (version history, co-authoring, etc.) for those files.
stephanieserblowski
Feb 14, 2020Brass Contributor
Deleted thanks! Then perhaps we need to change our mindset regarding number of SharePoint sites. From an company perspective how can we best manage the number of SharePoints and is the "new normal" hundreds of SharePoint sites? Should we create a process around when and how these sites are deleted after a project is completed in 1-2 quarters. Do IT then transfer the saved data out of the site? What are best practices other companies are using?
- Feb 15, 2020What you can do is utilize sub plans. If these leadership all work as a Team you can just create a sub plan mainly in such a "Leadership Team" Microsoft Team. Then you can have Channels per project, and when you create a Tab with Planner you get a sub plan basically. This way you have one Group, One SharePoint site, and multiple plans.
It all depends on security around it. If it's usually the same group of people then create a Team around those people and then have sub plans for them. You can even have multiple plans per channel etc. Since you are limited to 200 plans depending on the amount of projects you go through it Might be an good idea to create channels for "Categories of Projects etc."
Anyway, I don't like the whole SharePoint site / group for every planner plan, because not only are you getting those sties, you are getting Objects in your Global Address list and Azure AD as well for each plan. It can be a mess. This is why I turn Group creation off, so people cannot create Teams / Plans / SharePoint Team sites. But once they have a Team (as stated above) they have the ability to create sub plans, so it works in both ways to keep your organization directory / SharePoint clean, while still giving some ability to use multiple planners.
Hopefully this ramble made sense :).- stephanieserblowskiFeb 18, 2020Brass Contributor
ChrisWebbTech can we add planner boards to private Team channels? We can't figure out how, it seems Microsoft does not offer the option of a planner board in a private teams channel which seems strange. Why would the whole company need access to view everyone's teams channels and planner boards? Or is it only possible with public team channels?
- Feb 18, 2020Yes, you can add to Private Team Channels, however you cannot use the Planner tab in a Private channel(lock next to channel) in a private / public Team. You should have a Private Team for your group of people that work together, then channels, with plans. You can create multiple sub plans in a Team they don't have to be assigned to a channel itself, the container is the Team, and anyone in that Team has access to the plans inside that container.
The further private 'Private Channels' break the Team(Office 365 group) permission mold which Planner doesn't support. You can use a website link to add an existing plan, but that's all you can do with Private channels.
- stephanieserblowskiFeb 18, 2020Brass Contributor
ChrisWebbTech this is really helpful! With the channels option we can have additional planner boards without additional SharePoint sites and keep things a bit cleaner as projects start and stop. Thanks so much!