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New Planner capabilities bring task management directly into SharePoint sites

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.

 

newplan.png

 

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.

 

spwebpart.png

 

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).

17 Comments
Occasional Contributor

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

Microsoft

@Miguel Angel Tena - Yes, that's correct, you can create multiple plans per site/group.

Contributor

Awesome

Occasional Visitor

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. 

Senior Member

Awesome news, Thank you

Anonymous
Not applicable

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.

 

 

Microsoft

@Anonymous 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.  

New Contributor

Nice integration work.

 

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

New Contributor

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?

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?

Regular Visitor

this is great - but still not enough and not thought till the end day-to-day business ... since there is no link to outlook tasks or oneNote ;-(

 

Occasional Contributor

@Johannes Kirchner while that would be great additions, if you are running a project using agile and you have daily scrums, everyone in the team is well aware of the tasks that are pending and assigned to them. Similar products in the market do not have that integration and somehow people make it work.

 

Occasional Contributor

Great point  by @Johannes Kirchner on purely human level Planner just doesn't work unless an individual can see there entire workload in one place. Without the ability to see ALL your tasks in one place it is physically impossible to efficiently plan your day. That is a face regardless of if you're working as an individual, part of a team or even if you're using agile with daily scrums. 


@Eray Chou wrote:

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.

 

newplan.png

 

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.

 

spwebpart.png

 

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).


 

Regular Visitor

Thank you @Stuart Bruce  Stuart Bruce !

 

how agile you ever are or will be - the overall convenience have from different systems (or even sister products within a mother company / brand like Microsoft) to access easily all your tasks in one "PLACE" - makes it so good. ... I just refer to one point of contact policy - one access - poka yoke principle ...

 

you do not miss anything - you get everything in one spot ... why should we work around a helping system with needs to serve and please us and not the other way round ... ;-)

 

Cheers and happy working day.

JK   8-)

Occasional Contributor

Don't get me wrong, I do want a single place to look and plan my work. I hope the team can make this happen soon.

 

Cheers and happy planning!!!

Regular Visitor

Hi ALL, @Eray Chou

 

just add in the onenote menu a button with planner-task .... outlook-task ... 

 

That would be really great ! 

 

Screen Shot 2018-07-10 at 13.27.05.png

 

thank you - JK

Frequent Visitor

Love this feature! 

 

Two questions...

 

  • Will the Calendar view in Planner become available in a SharePoint plan?
  • I'm not able to see board/cards I've created in a SharePoint plan in Planner. Viewing the plan in Planner shows no boards/cards.