Tag: microsoft planner

Did you know … A OneNote notebook and Planner board are automatically created for each Microsoft Team space?

They are! But to make them reallyuseful, add them as tabs to one of your channels. Pick the channel where you want the OneNote and/or Planner tabs to appear. In that Channel, click the “Add a tab” button. 

OneNote is straight-forward – select OneNote 

And then select the notebook with your new team’s name. Click “Save” and the notebook will be available as a tab on the channel.  

Planner is a little trickier – the automatically created Planner board does not show up until it is used (you’ll be asked to create a new Planner board if you try adding a Planner board before the automatically created one has been used). But how do you use the one that’s already there instead of making a new one? Open Planner from https://portal.office.com and select “All plans”. Find the Planner board with your new team name. Click on it to open it.

And then close it 🙂 Now you can add the Planner board to your Teams space. Click on the “Add a tab” button within your channel.   

Select “Planner” 

Click the radio button before “Use an existing plan”, then click the inverted caret, and the automatically created Planner board is a valid selection.  

  Click “Save” and the Planner board will be available as a tab in your channel. 

Did you know … Microsoft Teams aggregates all your Planner tasks?

Adding a Planner board to Teams spaces is a great way to manage tasks within a group or for a project, but it can be a little difficult as an individual to keep track of tasks scattered across various Teams. Microsoft Teams also provides a view of your tasks.

Click on “More apps” on the left-hand toolbar and select “Planner”

Click on “My Tasks”. You will see tasks in any Planner board that have been assigned to you. You can edit task content, change labels, and change the completion status from within this view.

Although you can edit most of the Task details, you cannot drag it between buckets on the Planner board. To do that, you need to open the containing Planner board. Currently, there’s no way to navigate directly to the Planner board from within this view. You can click the inverted caret next to “Group by …” and select “Plan” to see the name of the Planner board that contains your task. You can then find the board on https://tasks.office.com