Audience

Teams looking for a project management integrated into Microsoft Office 365 with membership pulled from an existing Team.

Overview

A new plan can be created in the Planner app or can be created in a Team. The advantage to creating a Plan from an existing team is that membership will be linked between the Team and the Plan. Files are also able to be attached to tasks from the Teams Files.

Create a Plan in a Team

1. From the tab bar in Teams, click the + button to add a tab.
   
    
2. Click the Tasks by Planner and (To Do) button.
   Note: If this button is not visible search for 'Planner' or click the See all button.
   
    
3. Select to Create a new plan (1) or Use an existing plan (2).
   Note: If the Team has not created a plan before, the only option will be to create a new plan.
   For a new plan, type the name of the plan (1a).
   For an existing plan, select the plan from the drop-down box (2a).
   Optionally, uncheck the box to create a new post in the Team indicating that the tab was added (3). 
   Click the Save (4) button to create the Teams tab and the Plan.
   
   
   
4. The new Plan can be accessed from the tab at the top of the Teams channel (1) or from the Planner app for desktop or mobile.
   
   

For assistance contact Ed Tech.