One of the bugbears for users of Microsoft Teams is the challenges of Planner integration – or lack thereof.

In the early days of Teams, the Planner integration was very limited – it had no ability to see existing Plans that had been created, only those that it created.

As of present Teams production builds the frustration is that users need to keep navigating across to tabs within channels within teams in order to see their tasks – as any Plan created inside a channel would not show up under My Tasks inside of Planner and similarly users could not access My Tasks from within Teams.

There are two key improvements in this area, though not 100% feature complete.

Accessing My Tasks in Teams

To see My Tasks inside of Microsoft Teams you will need to switch to the developer preview mode. This can be done by clicking on your picture in the bottom left corner, navigating to About, and then selecting Developer preview.

You will then see the following warning:

Continuing will restart the Teams application and get you to sign in again. Not much will appear different except that the navigation on the left will now show three dots underneath the Files button.

Clicking this will now show the Planner app button.

And clicking this will now bring up the My Tasks from Planner inside the Teams interface, allowing you to group by progress or by plan.

Accessing Planner tasks from Teams in Planner

It seems like a no-brainer, but it is currently in progress.

At the moment the functionality is limited where I can see tasks from a Plan in a Teams channel, but not the Plan itself.

Notice in the screenshot below the names of the three Plans: Paradigm Solutions, Teams eBook, and Teams-Planner test. Now take a look under the My Tasks heading and you’ll see that there are tasks from a Plan called “Plan”, but then looking back at the Plans listing it’s not there.

Over at the Office 365 Roadmap you can see that some of these bits are in development and should be released to production early in 2018.

Hopefully the Planner team can keep up with the pace set by the Teams team for integration and development!


Also published on Medium.

7 comments

  1. Reply

    Hi Loryan, Great article as always!

    At the European SharePoint conference Karuana Gatimu, Teams Program Manager, said that by then end of the year we will be able to add an existing Plan to a Team as a tab.

    • Loryan Strant

      Reply

      Thanks Erica! I believe though, that functionality is there now and has been for a while though? If you add a Planner tab in a channel it asks if you want to create a new one or use an existing one, then presents you with a list of available ones to add.

      • Loryan Strant

        We’ll have to compare notes as I’ve been able to do it for at least 9 months (using a GA build).

  2. Sheaffe

    Reply

    Hello – I don’t have ‘developer preview’ listed in my About list – could you advise please? thanks

    • Loryan Strant

      Reply

      I don’t know sorry, I’ve got it showing across all of mine. Are you a global admin?

Leave a Reply

%d bloggers like this: