Forum Discussion

J. Sobota's avatar
J. Sobota
Brass Contributor
Feb 26, 2019

Add Guest Member to Planner

Hello,

 

I am a bit confused with the steps to share one private plan from Planner with two external guests. Do I have to create a team in Team or can I share directly from Planner? If this latter, how can I share a Plan? I cannot see any Share option in any menu inside Planner.

 

Any advice is welcome

 

rgs

 

J.

12 Replies

  • AKB's avatar
    AKB
    Brass Contributor

    J. Sobota  if the Planner is not connected to a Team, you can add external users to the group via OWA.

     

    Go to People > Groups > Owner > select the group and click the Members tab, then Add Members.  

  • Last time I tried guest access to Planner you have to add the guests first in the unerlying Group and then you can assign task to them through the Planner UI
    • adam deltinger's avatar
      adam deltinger
      MVP
      Actually just tried this out and I could add whoever directly in the planner UI! No heads-up message like in teams and they were added to the group automatically
      • J. Sobota's avatar
        J. Sobota
        Brass Contributor

        Adam Thank you Adam. Please, could you post here the steps you took inside Planner to share a Plan to a Guest?

    • adam deltinger's avatar
      adam deltinger
      MVP
      I believe you are correct Juan, if not done through the planner tab in teams! This will add the user to the group! But saw this was the planner forum :) I’ll also test this again in a moment
  • Hi!


    This is done by assigning them a task in the plan! Just keep in mind that they will become member of the group as well aka can access groups other resources too

    Adam

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