How to Add a Planner to SharePoint Team Site?

In this SharePoint Online tutorial, I will show you, how to add a planner to a SharePoint team site. And, we will see the three ways to add a planner from a SharePoint Online team site. Finally, I will show how to add tasks in a planner from a SharePoint site.

Microsoft allows a planner to share plans and tasks with team members and it is a web-based application to integrate with Microsoft 365 tools like Teams, Outlook, and SharePoint. And it is a task management tool that allows individuals and teams.

Note:

The Planner web part is not available on Communication sites or on any sites in SharePoint Server 2019. It is only availabe in SharePoit Online Team sites.

Here, you can see, I have created a Planner named “Task Management” in a SharePoint team site. And inside this, I have added tasks with my team members.

How to Add Planner to SharePoint Team Site

How to add a planner to the SharePoint team site

Let us see how to add a planner to a SharePoint Online team site. There are three ways to add a Planner to the site. Such as:

  1. Add a planner to a SharePoint team site from the “Navigation link”
  2. Add a planner to a SharePoint team site from the “+ New tab”
  3. Display the planner using a SharePoint Online planner web part

Add a planner to a SharePoint team site from the “Navigation link”

Here, we will discuss how to add a planner to a SharePoint team site from the “Navigation link”. While adding a Planner, we do not need to know the URL of your Plan – it automatically gives it when you select Planner from available link options.

To achieve it, follow the below steps:

  • Open the SharePoint Online team site, and select the Edit option under the left site navigation.
Add Planner to SharePoint Team Site
  • Then, click on the + plus symbol to add a link or label to navigation like below.
How to Add Planner to SharePoint Online Team Site
  • Now, you can select Planner from the available link options. Then, by default, you get the URL Address, and here, you also change the display name, set audience targeting, and open it in a new tab. Then, click on the Ok button.
Add Planner From SharePoint Online Team Site
  • Once Planner is added, it will appear in the Left site navigation as shown below.
Add a planner to the SharePoint team site

This is how to add a planner to a SharePoint Online team site from the navigation link.

Add a planner to a SharePoint team site from the “New tab”

Similarly, I will show you, how to add a planner to a SharePoint team site from the “+ New tab”. To do so, follow the below steps:

  • Open the SharePoint Online site, click on the + New tab, and select the Plan option like below.
Add a planner to the SharePoint Online team site
  • Next, in the Create a plan window, you can select an existing plan or create a new plan as per your need. Here, I have selected an existing plan and click on the Create button.
How to add a planner to the SharePoint team site

This is how to add a planner to a SharePoint team site from the new tab option.

Display the planner using a SharePoint Online planner web part

Suppose, if you want to display the planner using a SharePoint Online planner web parts, then follow the below-mentioned steps.

  • Open the SharePoint Online site page, where you want to display the planner and click on the Edit icon then select the + icon to add a new web part.
  • Then, search the Planner option and select the Planner web part like below.
How to add a planner to the SharePoint Online team site
  • Now, in the Planner pane, I have added my existing planner named “Task Management” as shown below:
How to add a planner in the SharePoint team site

This is how to display the planner using a SharePoint Online web parts.

How to add tasks in a planner from the SharePoint site

Microsoft allows you to add tasks in a planner from the SharePoint Online team site. To do so, follow the below steps.

  • Open the SharePoint site, click on the Planner under the left navigation. And click on the + Add task and enter a task name. Then set a due date and assign it to your team members. Then, click on Add task like below:
How to create tasks in a planner from the SharePoint Online site
  • Similarly, you can also add more tasks by following the above steps.
Create tasks in a planner from the SharePoint site

This is how to add tasks to the planner from the SharePoint Online site.

Conclusion

Planner provides a simple process to manage the tasks and projects in the SharePoint Online team site. And, also you can add customized boards to organize the tasks. Here, In this tutorial, I have explained to you, how to add a planner to a SharePoint team site. And, we saw the three ways to add a planner from a SharePoint Online team site. Finally, I have explained how to add tasks in a planner from the SharePoint site.

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