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How do you add existing Planners to Teams, or add Teams to an existing planner

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Regular Contributor

We already have a Planner group with lots of tasks underway, and want to either add that into Teams or add Teams to that Planner, but I cannot figure out how to do that. Any suggestions?

102 Replies
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I'm assuming you were able to create the team in Microsoft Teams and connect it to the existing O365 Group?  (If not, see instructions at bottom of https://techcommunity.microsoft.com/t5/SharePoint-Blog/SharePoint-and-OneDrive-welcome-Microsoft-Tea...).

 

Here's my understanding:

  • Each CHANNEL can have one or more plans.
  • Currently, during preview, that means that the "default" plan for the group does not appear. New Planner tabs are indeed new plans.
  • Instead, you get a plan for the default channel ("General", in English).  
  • As I understand it, there is currently not a way to address this challenge at this point during preview, unless @Kaushal Mehta (LYNC) or someone else on @Dan Stevenson's team knows something.
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Yes, it is connected to our Office 365 account. It could see existing Groups to add teams too, and even sees the "Product Launch" group, which is associated with our "Product Launch" Planner, but it wants to create a new Planner, so it must be as the 2nd part of your post suggests - not possible yet.

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Each channel can have multiple plans. This isn't quite the same planner as the one accessed through groups, for example there is no way to view the graphs, just the boards. Maybe it's something that will develop as we get to the final release.
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You're right, Steve! I was shorthand in my reply and have updated it.

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@Steven Collier wrote:
Each channel can have multiple plans. This isn't quite the same planner as the one accessed through groups, for example there is no way to view the graphs, just the boards. Maybe it's something that will develop as we get to the final release.

I'm ok not seeing the graphs, but I cannot even see the boards from the Planner I want to be part of the Team.

 

I would be ok creatting a new Planner in the Team but Planner has no way to copy or move items between Planners.

 

What this means for me today is Teams is of limited use unless I am starting an all new project, in which case I can start the Team and a new Planner, but none of our existing stuff can take advantage of Teams. Robot Sad

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Same need here. 

Please better integrate "office 365 plans" with "ms teams plans"

 

thank you,

Roberto

 

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I completely understand that its early stages of Teams and that we can now utilise multiple plans within a team, however a good point has been raised regarding adding existing plans to a team in the same way we can currently add existing Power BI dashboards or sharepoint sites.

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Would be nice indeed to be able to add existing planners to a team.

 

BTW: as far as I can tell, there's no way to add Power BI Dashboards, only reports? This is also quite annoying since the dashboard have a clean layout.

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Totally agree that Planner needs to allow copying or moving items between plans (preserving comment history etc whilst doing so).
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Seems to me that Planner needs another level in between Planner and Bucket?

Akin to OneNote where
Notebook=Team
Section=Channel
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In the same way as team channel files and notes are visible in team's SharePoint site as folders and Notebook sections, I would like the Team planners to be visible in the Planner Hub.

 

At the moment it seems that:

  • a planner board is added in the Planner Hub for the Team but it is empty, i.e does not show the tasks added in the Team :(
  • the individual tasks assigned in the Teams show in My Tasks in planner, but I cannot the the boards :(

This is rather confusing, limiting and I hope will be fixed before lauch

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Thanks, Dan. What you say is correct, Dan. Unfortunately there isn't a way to bring in a pre-existing Planner into Microsoft Teams.
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@Elaine Ansell wrote:
Thanks, Dan. What you say is correct, Dan. Unfortunately there isn't a way to bring in a pre-existing Planner into Microsoft Teams.

Need to be developed !

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Where are the Planner Task records actually stored?  Are these just records in Outlook objects (as Tasks were)? Or are they in a separate object as Notebooks are?

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How this is missing is a little bit beyond me.

This effectively makes Microsoft Teams useless for groups that want to manage their tasks through planner.

 

Microsoft needs to fix this today!

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By the way, this topic should not be marked "Solved". It is very misleading, reading all the way to the end to find out  that it is not even possible.

It should be marked as "Bug Report not resolved" or "Product Functionality missing"

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Excellent @Dave Heller! Looking forward to it. I'll be equally excited to add existing planners to Teams, as well as get full Planner functionality in the Teams planner, like linking and attaching files.

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You may be interested to read @Dave Heller's most recent article in the Teams blog here: https://techcommunity.microsoft.com/t5/Microsoft-Teams-Blog/Our-Vision-for-Planner-in-Microsoft-Team...

 

Also the Planner team just launched their new blog this week here in the Tech Community.  I would recommend you subscribe to the blog to stay connected to the latest news on all things Planner: https://techcommunity.microsoft.com/t5/Planner-Blog/bg-p/PlannerBlog