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Navigating Planner in Microsoft Teams

Posted by Alex Henry | Mar 30, 2021 7:00:00 AM

In the 3rd entry on my "Navigating Microsoft Planner" series, we'll look at it's integration in Microsoft Teams.  Possibly the best way to experience Planner in Office 365.

 

First things first, if you're looking for an introduction to Microsoft Planner, I recommend starting with "Navigating Microsoft Planner", and then "Navigating Microsoft Planner Tasks".  We also have these webinars on our YouTube channel if you're looking for more.

This post is simply going to cover the user interface for the Planner app in Microsoft Teams, address the weird naming situation, and cover some of the features unique to this version.

 

Planner isn't just Planner in Microsoft Teams

The Planner app in Microsoft Teams has gotten a major update to include tasks from Microsoft To Do.  To highlight this change, Microsoft is renaming the Planner app to "Tasks" in a couple of stages to help users adjust.

 

Image shows stages of the Planner app in Teams changing to "Tasks by Planner and To Do" in stage 2 and finally "Tasks" in stage 3source: Microsoft

This change only applies to the app in Teams at this time.  Planner and To Do will continue to exist as separate Office 365 apps outside of Microsoft Teams.

Now that we've got that out of the way, let's look at a Planner board in a Microsoft Team channel.

 

Planner in Team Channels

Planner can be added to any standard channel in Microsoft Teams.  At the time of writing this, Planner is not available for private channels yet.  

When adding a Planner board as a channel tab, you are given the option of creating a board from scratch, or adding an existing plan.  

 

MW Blog - Planner in Teams

 

When it comes to making new Planner boards, this is my preferred approach because there's no risk of accidently creating a new Microsoft 365 Group.  By creating your boards in a Team channel, you've already determined your group and members.

After you've added your Planner board, you can get to work. 

 

MW Blog - Planner in Teams2

 

The user experience in Teams is finally (nearly) on-par with the Planner Web app, but there are some differences.  For example, Smart Backgrounds are not available when using Planner in Teams, but the new Lists view is.

 

MW Blog - Planner in Teams4

MW Blog - Planner in Teams5-2

MW Blog - Planner in Teams6

 

Beyond "List" view and Smart backgrounds, there aren't many other differences when using Planner in a Team channel.  However, I cannot overlook my favorite part about having Planner in Teams: Tab conversations.

 

MW Blog - Planner in Teams7

 

You can leverage tab conversations to share updates and ask questions related to the specific plan.  For example, you can notify your team when new tasks have been added or when priorities have shifted and action needs to be taken immediately. 

 

MW Blog - Planner in Teams8

 

If you need more real estate to view your boards, click the "Expand tab" button to hide the "Teams" column.

 

MW Blog - Planner in Teams9

 

Viewing all Planner Boards from the Navigation Menu

Lastly, you can add the "Tasks" app to the navigation menu in Teams.  This allows you to view Planner boards across all of your groups in one place. 

You can also view your tasks from Microsoft To Do here, but that's a discussion for another day.

 

MW Blog - Planner in Teams10

MW Blog - Planner in Teams11

 

Viewing your Planner boards and tasks is essentially identical to what you get in Team channels.  The only differences being that you don't have access to the tab conversations as those are only available from within the team channel.

 

Final Thoughts

In my own opinion, Microsoft Planner is at it's very best within Microsoft Teams.  Linking boards to team channels gives them additional context for new team members, tab conversations gives you a place to share updates and ask questions related to a project, and the user experience is equal (if not better) than the web app.

What do you think about Planner in Microsoft Teams?  Let us know in the comments below!

 

Topics: Microsoft Teams, Planner, UI Maps

Written by Alex Henry

Alex is a passionate champion of the Modern Workplace philosophy and continuous learning. Learning new technology for collaboration and communication is a hobby. Helping friends, family, clients, and colleagues find smarter ways to use this modern technology to solve old problems is a passion. In the parting words of Bill Watterson's Calvin and Hobbes: "It's a magical world.... let's go exploring!"

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