Adding Planner or Tasks to a Microsoft Teams Channel Tab

This article explains how to add a task management tool (Planner or Tasks by Planner and To Do) to a tab within a specific Microsoft Teams channel. This allows team members to collaborate on shared task boards directly within Teams.

Purpose

Integrating Planner into Teams enables your team to: - Track tasks and progress collectively - Assign responsibilities - Organize work into buckets - Collaborate more efficiently without leaving Teams

Requirements

• You must be a member of the Team with permission to add tabs (Team Owner or Member with appropriate rights).
• The channel where you want to add the tasks tab must already exist.

Step-by-Step Instructions

Step 1: Open Microsoft Teams

Launch the Microsoft Teams desktop application or open https://teams.microsoft.com in your browser.

Step 2: Navigate to the Desired Channel

On the left-hand sidebar, select Teams, then choose the team and specific channel where you want to add the task management tab.

Step 3: Add a New Tab

At the top of the channel, next to existing tabs (such as Posts, Files), click the plus (+) icon to add a new tab.

Step 4: Select the Tasks App

In the app selection window: - Type Tasks or Planner into the search bar. - Select Tasks by Planner and To Do from the list of available apps.

Note: This app combines Microsoft Planner (team tasks) and Microsoft To Do (personal tasks) into one experience.

Step 5: Choose a Plan Option

You will be prompted to either: - Create a new plan – provide a name for the new task board. - Use an existing plan – select a previously created plan associated with this team.