How to Add Planner to SharePoint Online?

There are three ways to add a planner to SharePoint Online. It helps to organize tasks, set deadlines, and enhance collaboration among team members.

In this article, I will show how to add planner to SharePoint Online in three different ways.

How to Add Planner to SharePoint Online

The SharePoint planner is designed to help individuals and teams organize tasks, set deadlines, and collaborate more effectively. It is part of Microsoft 365 and smoothly connects with other Microsoft apps like Outlook, Teams, and OneDrive.

With SharePoint Planner, users can create different plans for various projects, assign tasks to team members, track progress, and communicate within the platform.

NOTE

The Planner is not available on Communication sites or any other sites on SharePoint Online, It is only available on SharePoint Online Team site.

We can add planners to SharePoint Online in three different ways. Such as:

  1. Add planner to SharePoint from Site navigation
  2. Add planner to SharePoint from + New option
  3. Add planner to SharePoint from the Planner web part

I will explain one by one with suitable examples.

Add Planner to SharePoint from Site Navigation

Follow these steps to add a planner from the site navigation to the SharePoint team site.

1. Open the Sharepoint Online team site and click the Edit option under the left site navigation.

how to add planner to sharepoint online

2. Click the (+) symbol to add a link or label to the navigation, as shown in the below screenshot.

how to add planner to sharepoint

3. Select the Planner option from the Choose an option box dropdown. By default, it will take the URL of Microsoft Planner. Change the display name, and click the OK button to add a planner.

how to add a planner to sharepoint online

4. The created planner will be displayed on site navigation. Now, click on the Save button to save all the changes.

how to add planner to the sharepoint

This is an easy way to add a planner to the SharePoint team site. The planner is located in the Site navigation.

Add Planner to SharePoint from +New dropdown

Follow these steps to add a planner to the SharePoint team site from the +New dropdown.

1. Open the SharePoint team site. On the home page, click +New and select the Plan option from the dropdown, as shown in the screenshot below.

how to add planner to modern sharepoint

2. Provide a new planner name or existing planner name present on your SharePoint site. Then click the Create button.

add planner to sharepoint online

3. The planner will be created on your SharePoint site page, as shown in the below screenshot.

add a planner to sharepoint online

This is how we can add a planner to the SharePoint team site from the +New dropdown.

Add Planner to SharePoint Using Planner web part

Similarly, follow these steps to add a planner to the SharePoint team site from the planner web part.

1. Open the SharePoint team site and click on the Edit icon.

2. Click the (+) Plus icon to add the web part.

add planner to the sharepoint online

3. In the search box, search for Planner and select the corresponding web part, as shown in the screenshot below.

how to add microsoft planner to sharepoint

4. Select a planner from existing planners or add a new planner by clicking the +Add a plan option and selecting Display type. Here, I added my existing planner(Task Management)

how to a add planner to the sharepoint online

5. After adding the planner web part, click the Republish button to save all the changes. You can see the Planner on your SharePoint site page, as shown in the screenshot below.

how to add planner to the sharepoint online

This is how we can add the planner to the SharePoint team site from the planner web part. Now, I will show how to add tasks to the planner.

How to Add Tasks in Planner From SharePoint Site

This planner enables you to allocate tasks to your team members and track their progress. To add tasks to the planner, follow these steps.

  • Open the planner, Click on + Add task, provide the task name, set a due date, and select the person to whom you want to assign the work. Then click the Add task button, as shown in the screenshot below.
add planner to modern sharepoint
  • Similarly, you can add tasks by following the above step. In this planner, you can view all the details of tasks.
how to add planner web part to sharepoint

Through this planner, you can track the details of tasks. This is how we can add tasks to the SharePoint planner.

These are the three simple ways to add a planner to SharePoint Online. Additionally, I showed how to add tasks to the SharePoint planner.

I hope you find this tutorial helpful.

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