Add Planner to SharePoint Online Team site

In this SharePoint Online tutorial, we will learn how to add planner to SharePoint Online Team site. Also, we will discuss below topics such as:

  • How to add a planner to the SharePoint Online Team site from the navigation link?
  • How to add a planner to the SharePoint Online Team site from a Planner web part?
  • How to add a planner to the SharePoint Online Team site from a New drop-down?

Planner in Office 365 or Microsoft 365

Planner in Office 365 or Microsoft 365 is a task management tool that allows individuals and teams to organize and track work in a visual and collaborative way. With Planner, users can create plans, assign tasks, set due dates, and track progress in real-time.

Planner is a web-based application that is fully integrated with other Office 365 tools, such as Teams, Outlook, and SharePoint. This integration allows users to access Planner directly from these tools and easily share plans and tasks with team members.

Planner is designed to simplify the process of managing tasks and projects by providing an intuitive and flexible interface. Users can create customized boards to organize tasks by priority, status, or any other criteria. They can also add comments, attachments, and checklists to tasks, making it easy to collaborate with team members and keep everyone up-to-date.

Add a Planner to SharePoint Online Team site from Navigation Link

Here, we will discuss adding a planner to the SharePoint Online Team site from the 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. If we add a Planner to the SharePoint Online list follow the below steps:

  • Open the SharePoint Online Team site, and select the Edit option under the left site navigation.
How to add a planner to the SharePoint Online site
How to add a planner to the SharePoint Online site
  • It will appear with a plus symbol (+) to add a link or label to the Site navigation.
  • Here, you select Planner from the available link options.
Add a Planner to the SharePoint Online list
Add a Planner to the SharePoint Online list
  • Once Planner is selected, click on the Ok button. It will appear in the left Site navigation.
Add a Planner from the SharePoint Online list
Add a Planner from the SharePoint Online list

This is how we add a planner to the SharePoint Online Team site from the Link.

Add a Planner to the SharePoint Online Team site from the Planner web part

Similarly, we will discuss adding a planner to the SharePoint Online Team site from the Planner web part. For this, the following steps are:

  • On your SharePoint Online home page, click on the Edit option.
How to add a planner from the SharePoint Online web parts
How to add a planner from the SharePoint Online web parts
  • Select the Planner web part from the SharePoint Online web parts.
Add a Planner from the SharePoint Online web parts
Add a Planner from the SharePoint Online web parts
  • Once we select the Planner, it will ask us to choose an existing plan or add a new plan like below:
Add a planner to the SharePoint Online site
Add a planner to the SharePoint Online site
  • Click on Create, the page will open and you have to configure it like below:
How to create a Planner to the SharePoint Online site
How to create a Planner for the SharePoint Online site
  • Once we create a new Plan, it will ask to Add a task like the below:
Add a task from the SharePoint Online Planner
Add a task from the SharePoint Online Planner

This is how we add a planner to the SharePoint Online Team site from the Planner web part.

Add a Planner to the SharePoint Online Team site from the New drop-down

Similarly, we will discuss adding a planner to the SharePoint Online Team site from the New drop-down. To get adding a planner to the SharePoint Online Site, the following steps are:

  • On your SharePoint Online site. Click on the New(+) drop-down. And select Plan.
Adding a Planner to the SharePoint Online site
Adding a Planner to the SharePoint Online Site
  • Select Plan. And give the Plan name or use an existing plan. Then click on the Create button, We can see, the Planner will appear under the Site navigation.
How to adding a Planner to the SharePoint Online Site
How to add a Planner to the SharePoint Online Site

This is how we add a Planner to the SharePoint Online Team site.

Conclusion

In this SharePoint Online tutorial, we have learned how to add a Planner to the SharePoint Online Team site. Also, we have covered below topics such as:

  • How to add a planner to the SharePoint Team site from the Link?
  • How to add a planner to the SharePoint Team site from the Planner web part?
  • How to add a planner to the SharePoint Team site from the New drop-down?

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