Mar 19 2020 06:51 AM
My goal is to use a planner just with a group of individuals in my organisation, while others should not access the planner. I would like to deliver access to the planner via MS Teams.
I appreciate that the planner currently does not allow for access management by using permissions. I can find conversations about this feature that dates yrs back. so I assume this is on the backlog, but not yet in the roadmap.
I also see many conversations about the inability to add the planner to a private channel via MSTeams.
What is the community doing about planners that need to be limited to some users in the organisation, yet shared with some?
the only way I can see out of this is to create a new dedicated team to handle a planner. Is there a more efficient way?
Thanks
Mar 19 2020 07:30 AM
SolutionJun 02 2022 11:06 AM
Aug 29 2022 10:37 AM
Feb 08 2023 10:56 AM
Feb 27 2023 09:43 PM
Feb 28 2023 01:07 PM
Feb 28 2023 01:33 PM
@eromerommc I also thought about lists - but too complicated (for me/us) to set up things like the automatic notification when a list item has been "assigned" to a user. I also haven't delved deeply enough into list permissions to fully understand them, but they do seem confusing in their own way. Also, all those benefits of linking Planner tasks with other tasks in To Do is a huge benefit which Lists also doesn't provide.
That issue of building everything around Groups (Teams) rather than channels - so many apps and add-ons can't be installed in a private/shared channel. Very frustrating.
:)
Feb 28 2023 01:52 PM
May 15 2023 11:56 AM
May 28 2023 08:23 PM
@Rui Cabral I am in the same predicament and can see that this has still not been resolved. Microsoft Teams Should Enable Private Channel Task Planner!
We kindly request that Microsoft enables Task Planner in private channels to enhance task management and promote secure teamwork. Let's work together for this improvement. #EnableTaskPlannerInPrivateChannels #MicrosoftTeams.
Jun 08 2023 04:46 PM
Jan 30 2024 12:38 AM
Feb 19 2024 06:12 PM
There is a way to provide and limit MS Planner access by linking it to a Microsoft 365 group. Create a Microsoft 365 group and add members to the group that you want to have access to the planner. It's recommended that Planner access by tied to an MS 365 group you make instead of tying access to a TEAMS channel. This is because it's easier to manage when you need to remove or add people.
I will be saving an MS Planner in our General Folder of our TEAMS channel hub-this makes my calendar sharable since it's not in a private channe sharable since it's not in a private channel However, I'll add the new blank calendar to an MS365 group, and this keeps members of the TEAMS General channel from accessing it.
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Here's a link to the LinkedIn Learning 5 minute Video: Create an Outlook Group Plan (this shows how to grant access to a Planner based on Members in a group. This video is one of a series in a Linkedin Learning course called: Microsoft Planner Essential Training.
Somewhere in this Linkedin Learning training, there's a video called: "Assign Non-Members to a Task" that shows how to assign a person to a task who is not a member of the MS365 group, and how they will only be able to view that task, and no others within that plan! This is why associating a Planner Plan to a MS 365 group of members is exactly how to overcome this dilemma everyone is speaking to.
As far as creating tasks that not everyone in the Planner group can see, and you only want certain members within a Group to see a specific task, I bet there's a way if you have your plan tied to an MS 365 group where you can assign access to specifc members within that group-however, I'm unsure. If I find out, I'll respond again here.
--Iset Todayah Sevilla-Bazan
Financial_Strategy_Boss @ Oregon State University
Mar 19 2020 07:30 AM
Solution