Add a Microsoft Planner Plan to Teams

Summary

How to add an existing Microsoft Planner plan into a Microsoft Teams channel using the Tasks by Planner tab.

Body

The Tasks by Planner add-in for Microsoft Teams is separate from the standalone Microsoft Planner app. Plans created directly in the Planner web app do not automatically show up in Teams.

To use an existing Planner plan in Microsoft Teams, you must manually connect it to a Team by adding it as a tab.

 

Add an Existing Planner Plan to a Team in Microsoft Teams

  1. Open Microsoft Teams.

  2. Go to the Team and channel where you want the plan to appear.

  3. At the top of the channel, click the + (Add a tab) button.

  4. Choose Tasks by Planner and To Do from the list.

  5. Select Use an existing plan.

  6. Choose the plan from the list and click Save.

⚠️ If your plan is not listed, it may not be associated with the Team you are currently in. Plans must be created within the same Microsoft 365 Group that backs the Team.

Official Microsoft Instructions

Visit Microsoft’s current documentation on adding Planner in Teams: Add Planner as a tab in Microsoft Teams

For a broader overview of using Planner within Teams, see: Getting started with Planner in Teams

Additional Support

If you experience sign-in or account-related issues, contact the TRU IT Service Desk:
📧 itservicedesk@tru.ca 🔗 TRU IT Portal 📝 1‑250‑852‑6800

Details

Details

Article ID: 3259
Created
Wed 3/9/22 6:26 PM
Modified
Tue 7/29/25 2:07 PM