How to Connect Microsoft Planner to a Teams Channel: A Step-by-Step Guide
- Project Made Easy
- 2 hours ago
- 3 min read
If your team lives in Microsoft Teams but plans work in Microsoft Planner, connecting the two can be a real productivity boost. Instead of jumping between apps, you can manage tasks, track progress, and collaborate, all from one place.
In this guide, we’ll walk you through how to connect a Planner plan to a Teams channel, step by step, and highlight a few important limitations you should know before getting started.
Why Connect Microsoft Planner with Microsoft Teams?
When you integrate Microsoft Planner with Teams, you get:
Centralized task management inside Teams
Real-time collaboration on tasks
Better visibility for the entire team
Fewer context switches between apps
This setup is especially helpful for project teams managing tasks daily inside Teams.
How Planner and Teams Are Connected Behind the Scenes
Every Teams channel is backed by a Microsoft 365 Group. To add a Planner plan to a Teams channel, you simply need to:
Share the Planner plan with the related Microsoft 365 Group
Add that Planner plan as a tab in the Teams channel
Let’s break this down.
Step 1: Share the Planner Plan with the Microsoft 365 Group
The Microsoft 365 Group name is usually the same as your Teams name.
Follow these steps:
Open the Planner plan you want to add to Teams.
In the top-right corner, click the “View and add members” icon.
A new window will open, select “Add to existing group.”
From the dropdown, choose the Microsoft 365 Group linked to your Teams channel.
You’ll only see groups where you’re an admin or member.
Click the Add button to confirm.
That’s it! Your Planner plan is now shared with the correct group.
Step 2: Add the Planner Plan to a Teams Channel
Now it’s time to bring that plan into Teams.
Here’s how:
Open the Microsoft Teams app.
Navigate to the Teams channel where you want the Planner plan.
Click the “+” (Add tab) icon at the top of the channel.
Select Apps, then choose Planner.
Click “Add an existing plan.”
Select the Planner plan you just shared with the group.
Click “Add to channel.”
Done! Your Planner plan is now available directly inside your Teams channel.
Key Limitations You Should Know
While the Planner, Teams integration is powerful, there are a few limitations to keep in mind:
One Planner plan per tab Each Planner tab can show only one plan. To access multiple plans, you’ll need to add multiple Planner tabs.
Planner plans can’t be unshared from a group Once a Planner plan is shared with a Microsoft 365 Group, it cannot be removed.
One group per Planner plan A Planner plan can be shared with only one group, but a group can have multiple Planner plans.
Understanding these constraints upfront can help you plan your workspace better.
Final Thoughts
Connecting Microsoft Planner to Microsoft Teams is a simple yet powerful way to streamline task management and collaboration. With just a few clicks, your team can manage tasks without ever leaving Teams.
If you’re looking to go beyond basic task tracking, like advanced project management, portfolio visibility, or enterprise-level planning, modern PPM solutions like FluidPPM by Project Made Easy can help bridge the gaps left by Planner and Teams.
Want to simplify project and portfolio management even further? Project Made Easy is here to help.