Forum Discussion
Planner and Teams restrictions
Good morning!
I am looking for someone within the development team that can help resolve an issue that restricts the use of Planner within Teams.
Here is my scenario:
Currently, you can only add a Planner tab to a Teams channel if everyone within that team has access to the Team, Channel, and Planner.
My Teams needs are different. I need the capabilities to have a Team with a group of owners and restrict channels to individuals that may not have access to the remaining Teams channels. Within those channels, I need the ability to add a Planner board that is accessible to everyone in that channel. That option is locked. It's possible with many other apps, but not Planner. The only solution we have is to create an individual Team with individual channels for each scenario which is very limiting and cumbersome.
Can we get help from the Teams and Planner folks to overcome this hurdle?
1 Reply
Hi 904_James_Warner,
Currently, Microsoft Teams and Planner have certain limitations when it comes to adding Planner boards to specific channels within a Team. To work around this limitation and achieve your desired scenario, you can consider the following options:
- Private channels and website tab: Utilize private channels in Teams to restrict channel access to specific members. Add the Planner web interface as a website tab in a channel within the private channel, allowing access to the Planner board for members with access to the private channel.- Create a new Team for your main scenario, or use an existing Team.
- Enable private channels for the Team by navigating to the Team settings, selecting "Member permissions", and enabling "Allow private channels".
- Create a private channel within the Team for each scenario by clicking on the "Add channel" button and selecting "Private".
- Within each private channel, add a website tab by clicking on the "+" button, choosing "Website", and entering the URL of the Planner web interface (e.g., https://tasks.office.com/yourdomainname.onmicrosoft.com/Home/Planner/).
- Create separate Teams for each scenario: As you mentioned, creating individual Teams for each scenario is a possible solution. Each Team can have its own set of owners and channels, allowing you to control access and add a Planner board specific to each channel. While this approach may seem cumbersome, it provides the necessary flexibility and control over channel access and Planner usage:
- Create a new Team for each scenario by clicking on the "Join or create a team" button in the Teams interface.
- Customize the settings and channels within each Team to meet the specific requirements of each scenario.
- Add Planner boards to the desired channels within each Team using the "Planner" tab.
- Use SharePoint integration: You can leverage the SharePoint integration in Teams to create separate document libraries for each scenario. Within these document libraries, you can add a Planner board using the SharePoint web part. This way, you can have different Planner boards for different channels within a single Team:
- Create a new Team for your main scenario, or use an existing Team.
- Navigate to the corresponding SharePoint site associated with the Team by clicking on the "Files" tab and selecting "Open in SharePoint".
- Create separate document libraries within the SharePoint site for each scenario.
- Within each document library, add a Planner board using the SharePoint web part. This can be done by editing the page, selecting "Insert", choosing the "Planner" web part, and configuring it to display the desired Planner board.
I recommend evaluating the options mentioned above and selecting the approach that aligns best with your organization's needs.
Kindest regards
Leon Pavesic
