Add and use a Planner tab in Teams

Applies to: Microsoft Teams.

Planner is a Microsoft 365 service that enables you to formulate boards including all your team’s tasks and assignments.

To add a Planner tab in Teams, simply click Add a tab Add button beside your tabs at the top of a channel or chat. Choose Planner, then do one of the following:

  • Pick Create a new plan and type a name for the new Planner board.
  • Choose Use an existing plan and select an existing Planner board from the menu.

When you’ve created your Planner tab, you can delegate various tasks to other people in your team and insert links to individual tasks. To begin a conversation about your Planner board where you can @mention teammates, simply select Show tab conversation Open chat button in the top right corner of your tab. That chat also displays as its own thread in the channel embodying your Planner tab.

You may notice that some Planner features are omitted from your Planner tab. For now, choose Go to website Go to website button in the top right corner of the tab to access your current board in the Planner web app, where you’ll have access to all the features.

As well as using Planner in a tab, you can even set up Planner notifications for a channel, set up boards for personal use, and more. Learn about additional capabilities in Use Planner in Microsoft Teams.

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