How to Create Planner Tabs in Teams: Quick Guide
Microsoft Teams is a part of the Microsoft 365 productivity suite. It is designed to make the workspace collaborative and enhance teamwork in organizations. Works as a central hub for communication and collaboration with a variety of features and tools integrated. These tools and features are highly available and reliable which makes work easy. The most standout feature is the integration with Microsoft Planner, a tool designed to help Teams plan and organize their work to enhance work productivity. It allows teams to plan, create, assign, and track tasks effectively with a visual way to manage them using boards and schedules. So, by adding Planner tabs, you can add these powerful features to your Teams collaboration space. It makes management easier for team members, so they can stay on top of their work deadlines without any interruptions.
This guide will teach us how to create Planner Tabs in Teams with detailed steps.
Table of Content
Advantages of Using Microsoft Teams
- Easy communication through calls, chats, and meetings. It eliminates the need to use different platforms for communication.
- Real-time collaboration allows everyone to work on the same page.
- Enhances productivity by providing real-time collaboration and communication.
- Provides flexibility and accessibility, easily access from anywhere on any device.
- Easily integrates with third-party apps to increase work efficiency and productivity.
Planner Tabs in Microsoft Teams
Keeping track of tasks is vital for any organization but sometimes due to numerous tasks, it becomes difficult. So, then comes the Planner tabs, a tool within the Teams that helps in organizing and assigning tasks. One or more Planner tabs can be created for a project.
Advantages of Using Planner Tabs
- Easy to assign tasks, set project deadlines, and track progress.
- The visual board in the Planner tabs provides a clear view of progress and helps to enhance collaboration.
- Assign tasks to particular team members.
- Integrates seamlessly with Teams environment, which allows team members to access their tasks within the Teams interface.
- Prioritize tasks by making buckets and categories for specific tasks.
- Users can directly attach files and add comments in the Planner tabs.
Steps to Create Planner Tabs
- Sign in to your Teams using your Microsoft account.
- Go to the channel where you want to create Planner Tabs.
- Add a tab using the “+” icon located at the top of the existing channel.
- A pop-up window will appear, select “Planner”.
- Click on “Create a new plan” and give a name to your task board. You can also use an existing task board if you have already created one.
- Save the changes. Now you can access your Planner board within the Teams.
Also Read: Teams Migration: Failed to Find Region For Tenant
Remove Planner Tabs in Microsoft Teams
There are two ways to remove Planner tabs in Teams, users can choose according to their requirements. Below are the steps for both methods:
1. Remove Tabs Only with Planner Remains Intact
- Open the Teams channel which contains the Planner tab.
- Right-click on the Planner tab you want to remove.
- Choose “Remove” from the appeared menu.
- Teams will give you a pop-up saying that you only to remove tabs and keep the Planner intact. Click “Remove” to just remove the tabs.
2. Delete the whole Planner(Including Tabs)
- Access the menu from the top-right and select the Planner tab you want to delete.
- Choose “Remove” from the menu.
- Here you will get two choices- remove tabs only by default and delete the entire Planner and its tasks.
- Choose the “Delete Entire Planner and its Tasks” option.
- Click on “Remove” to successfully remove the entire Planner tab.
Conclusion
In this article, we explored the Planner tabs in Microsoft Teams with their advantages and also steps to create and remove Planner tabs. Creating these Planner tabs can increase your organization’s productivity. So, integrating Planner tabs into your Teams can enhance your team’s task management and work productivity. By following this detailed guide, you can easily add and customize Planner tabs within your Teams channels, creating a centralized workspace for all your project tasks.
FAQs
1. Why can’t I create Planner tabs in Teams for a private channel?
Private channels in Teams are designed for a subset of the Team to have private conversations and share files. So, these channels are not attached to a Microsoft 365 group. This is the reason, you are unable to add a Planner tab private channels in Teams.
2. Where are the planner’s files stored in Teams?
The Planner tabs are tied with Microsoft 365 groups, and the files for these groups are stored in a SharePoint document library. Go to three dots(…) to the right of the plan name, and choose files, now you can see your Planner’s files.
3. How can I assign tasks in Planner?
There are several ways, you can assign tasks to people within the Planner. When you create a task and assign a task, add a task name, and then select assign to select a member from the plan list.
4. Can I add multiple Planner tabs in a single channel?
Yes, you can add multiple Planner tabs in a single channel. It is useful in managing different tasks or projects within the same channel.
5. Can I delete a Planner tab from a channel?
Yes, you can easily delete the Planner tab from a channel. To delete a Planner tab, click on the tab you want to delete, then click on the arrow next to the tab name. Choose “Remove” from the menu and confirm the deletion.