Forum Discussion
Conversations in new planner - did anyone get it to work?
Hi pvisual,
Yes, Task Conversations do work in the new Planner Premium, but they only light up when a few conditions are met.
In the new experience, task conversations are provided through Microsoft Teams and the underlying Microsoft 365 Group. When things are wired correctly you get:
- A threaded conversation inside the task, and
- The same conversation as a channel post in Teams.
Key points to check:
- Plan and Team must share the same Microsoft 365 Group
- Create or use a Team backed by the same M365 Group as your plan.
- Then add Planner as a tab in that Team and create the Premium plan from inside Teams.
- Use a Premium plan (diamond icon)
- Conversations are part of the premium Teams integration; if you’re in a basic plan, the conversation field won’t work as expected.
- Add the plan as a tab in a standard Teams channel
A clean setup is: - Create a new Team (if you don’t already have one).
- In a standard channel, click + and add Planner.
- Choose Create a new plan and select Premium.
- Create a task and use the Conversation option – you should now see the thread inside the task details and a matching post in the channel.
We show this configuration step by step in a video on our YouTube channel (MLPro), where we demonstrate how to get Planner Premium conversations working inside Teams: https://www.youtube.com/watch?v=-uTzuNxqzcY
If this is becoming complex in your organization and you’d like help designing the best way to use Planner/Project (migration from Project Online, reporting, project management, licensing, portfolio visibility), my team at MLPro works specifically with Microsoft 365 work management. We help companies set up these scenarios end to end, from planning to rollout. Feel free to reach out if you’d like to discuss your use case in more detail.