How To Add Planner To Sharepoint

SharePoint users can easily enhance collaboration and task management by adding Planner to their SharePoint environment. This step-by-step guide will walk you through the process.

To add Planner to SharePoint, you can follow these steps:

  1. Create a Plan in SharePoint by selecting the “New > Plan” option on the SharePoint team site home page and entering a name for the plan.
  2. The plan will automatically be created and accessible through the Office 365 Planner app. It will grant permission to members of the SharePoint site.
  3. To add the Planner web part in SharePoint pages, go to the page where you want to add the web part and click “Edit”. Then, hover your mouse above or below an existing web part, click the “+” button, and select the Planner web part.
  4. You can either create a new plan by entering a new plan name or select an existing plan from the drop-down. Then, choose whether to show the plan in boards or track progress visually in charts.
  5. Another option to add a plan to a SharePoint page is through the New Drop-down menu. From the main homepage of the site, click “New > Plan” and choose to create a new plan or use an existing one. Make sure to check the “Show in site navigation” box to add a link to the left-hand-side site navigation.

By following these steps, you can easily add Planner to SharePoint and utilize its features for task management and collaboration.

Adding Planner to Sharepoint with a New Plan

To add Planner to Sharepoint, start by creating a new plan directly within your Sharepoint team site. Follow these simple steps:

  1. Create a Plan in SharePoint by selecting the “New > Plan” option on the SharePoint team site home page and entering a name for the plan.
  2. The plan will automatically be created and accessible through the Office 365 Planner app. It will grant permission to members of the SharePoint site.
  3. To add the Planner web part in SharePoint pages, go to the page where you want to add the web part and click “Edit”. Then, hover your mouse above or below an existing web part, click the “+” button, and select the Planner web part.
  4. You can either create a new plan by entering a new plan name or select an existing plan from the drop-down. Then, choose whether to show the plan in boards or track progress visually in charts.
  5. Another option to add a plan to a SharePoint page is through the New Drop-down menu. From the main homepage of the site, click “New > Plan” and choose to create a new plan or use an existing one. Make sure to check the “Show in site navigation” box to add a link to the left-hand-side site navigation.

By following these steps, you can easily add Planner to SharePoint and utilize its features for task management and collaboration.

Steps Description
1 Create a Plan
2 Access through Office 365
3 Add the Planner web part
4 Select plan options
5 Add plan to SharePoint page

Adding Planner to Sharepoint is a straightforward process that enhances collaboration and task management for teams. With the ability to create plans directly within Sharepoint, teams can easily organize and track their tasks in a centralized location. By integrating the Office 365 Planner app, team members can access the plan and collaborate on tasks seamlessly. The Planner web part further enhances task management by allowing teams to display the plan in boards or track progress visually in charts. By following the step-by-step guide outlined above, teams can leverage the power of Planner and Sharepoint to streamline their work processes and achieve greater productivity.

Adding Planner to Sharepoint Pages

Once you have created a plan in Sharepoint, the next step is to add the Planner web part to your Sharepoint pages for seamless task management and collaboration. This powerful feature enhances team productivity by providing a centralized platform to track progress and collaborate on tasks.

To begin, navigate to the page where you want to add the Planner web part and click on the “Edit” button. This will allow you to make changes and customize the page according to your needs. Once in edit mode, locate an existing web part on the page, hover your mouse above or below it, and click on the “+” button.

A menu will appear, presenting you with various web part options. Look for the Planner web part and select it. This will add the web part to your Sharepoint page, creating a dedicated space for your Planner tasks and plans.

When adding the Planner web part, you will have the option to create a new plan or choose an existing one. If you select the “Create a new plan” option, simply enter a name for your plan and click “Create.” Alternatively, if you prefer to use an existing plan, select it from the drop-down menu.

Furthermore, you can customize the way your plan is displayed on the Sharepoint page. You have the choice to show the plan in boards or track progress visually in charts, depending on your preference and the needs of your team. This visual representation enhances task management and allows for efficient collaboration.

By following these steps, you can easily incorporate Planner into your Sharepoint pages and harness its powerful features for effective task management, collaboration, and progress tracking. Streamline your team’s workflow and achieve greater productivity with the seamless integration of Planner and Sharepoint.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.