Sync/Import existing Planner
If I already created a Planner before I created the Team, it would be nice to be able to import the existing planner into the new Team.
Planner made this available a couple months ago, but posting here for reference. Also note that you must be the ADMIN of the Plan in order to have the permission to import it over to Teams.
The copy below is from the Planner blog post: https://techcommunity.microsoft.com/t5/Planner-Blog/Bringing-a-Plan-into-Microsoft-Teams/ba-p/57463
Here are the steps and important items to note:
-In order to import a plan, you must create a Team from an existing O365 Group.
-To bring the plan into Teams (mirroring the plan in the Planner web app), add a Planner tab to your Team, and click “Use an existing plan”
-This will import your board and enable you to have a fully synced experience between Planner and Teams.
If you have any other Planner suggestions, please post them to planner.uservoice.com so you can hear directly from the Planner team!
38 commentsComments are closed
Why can't i add an existing Planner Plan to a Microsoft Team
The tasks assigned using the Planner tab in Teams are not syncing with the Planner web app. So, by way of example, if you add a task to a bucket using the tab in Teams and then click on the "Go to the website" button in the top right of the planner tab in Teams, it will bring you to the Planner web app. When you then look at the plan for that team, the tasks added using Teams are not there and vice versa.
And how are people able to Sync an existing plan into their Team Channel?
I can't add other plans to Teams. I can only create new plans.
It would be great if we could have more than one Plan per team. As of right now you can only have one Plan per team that actually syncs with planner. Here is my understanding of how it works
-If I create a team, it automatically creates an O365 group, and a planner is created with that team name. This is the only Planner that will actually sync between teams and the planner web interface. If I go into a new channel and create a new planner, I'm stuck with Planner light in Teams and while I can edit it in Teams, it does not show up in planner.
-If I have an already existing team, I am unable to import existing Plans from Planner into teams
-If I create a Plan in Planner, it will create an O365 group. Then if I want to give that group "Teams Functionality" then it will allow me to sync that Planner with my Team.
Christopher Quick commented
The only option I'm getting is to create a new planner site for a team. We started with a planner site months ago and have a lot of tasks/items that we are tracking there. We need to be able to have an option where we simply provide the URL to the existing planner site and have it linked in teams.
ankit mishra commented
For me sync is not working between Team and Planner. Using Team desktop app I have created task for a particular team and assigned people on them. When I go to Planner web app, I can only see my team name as a plan but when I open a plan there is no task available.
Jeong, Seungwan commented
Sync from O365 Planner to team Planner
We can sync Teams with an existing planner... However as our team is like 6 people, I want to sort the tasks after people not after project. Could you please add it? Or maybe it is already part of teams but i can't find it?
And unfortunately i am unable to add comments to an existing task :(
Daniel Schell commented
Plan lists that were created in Teams is showing up in Planner, but not any specific tasks within those lists. As for Lists/Tasks created in Planner - neither are showing up in Teams
James Emanuelli commented
I am seeing the exact behaviors as outlined by Audun. It seems only Planners created in teams are in scope to be attached to a team. Planners in planner are out of scope.
yes, it is very important!
Please add planner functionality as tab on left site into teams.
Still doesn't work. Existing Plans created with Groups is not selectable. Only plans that were deleted (not permanently) are displayed in the existing plan,
It doesn't work for me either. I can see Planner lists that I created in Teams but I cannot see any created in planner directly.
Rob Garcia commented
I created a planner list in Teams and only the planner header is available in the planner UI.
Peter Sprague commented
I cannot see any plans that I have created in Planner when I am creating a plan in Teams...
It doesn't work for me either. I can see Planner lists that I created in Teams but I cannot see ones I created outside of teams.
Jorge Alamañac commented
It doesn't work for me, I can't see my already created Planners to add
Jim Banks commented
Make the automatic creation of a Planner project for new Teams an option instead of ALWAYS automatically creating a new team project in Planner.
We would like to use Planner and Teams independently, with the ability to link an existing Planner project to a Team as needed -- and not always. Not all Teams need a Planner project.
For heavy Planner users, new projects showing up for EVERY new Teams team creates noise, confusion, and PRESUMES a Team workflow that ASSUMES Teams will ALWAYS want to use an automatically created Planner project. This is not the case.