Forum Discussion
Planner and Teams restrictions
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