How To Consolidate Microsoft Planner Lists In Teams

How To Articles

Combining Microsoft Planner lists within Teams is a convenient method to streamline your project management and maintain organization. As an individual who frequently utilizes both Planner and Teams for my personal tasks and team cooperation, I can confirm the advantages of merging these lists. In this article, I will provide guidance on the steps, with added personal insights and commentary from my own involvement.

Step 1: Set Up Your Planner Lists

The first step is to create separate Planner lists for each of your projects or tasks within Microsoft Teams. This allows you to keep track of the specific details and progress for each item. To create a Planner list, follow these steps:

  1. Open Microsoft Teams and navigate to the desired team or channel.
  2. Click on the “+” icon in the tab bar to add a new tab.
  3. Select “Planner” from the available options.
  4. Choose “Add a new plan” and give it a descriptive name.
  5. Repeat these steps for each project or task you want to include.

By creating separate Planner lists, you can effectively manage different projects or tasks within a single Teams environment.

Step 2: Add Planner Lists to a Channel

Once you have created your Planner lists, it’s time to consolidate them within a specific Teams channel. This makes it easier for you and your team to access and collaborate on the tasks. To add Planner lists to a channel, follow these steps:

  1. Navigate to the desired channel within your Teams workspace.
  2. Click on the “+” icon in the channel’s tab bar.
  3. Select “Planner” from the available options.
  4. Choose “Use an existing plan” and select the desired Planner list from the dropdown.
  5. Repeat these steps for each Planner list you want to add to the channel.

Adding Planner lists to a channel ensures that everyone involved in the project or task can easily access and contribute to the relevant information and updates.

Step 3: Customize and Organize Your Planner Lists

Now that you have consolidated your Planner lists within a Teams channel, it’s time to customize and organize them according to your needs. Here are a few tips:

  • Use labels or tags to categorize tasks within each Planner list.
  • Prioritize tasks by assigning due dates and adding comments or notes.
  • Create checklists for subtasks or dependencies.
  • Utilize the “Charts” view in Planner to have a visual representation of your progress.

These customization options will help you effectively manage and track the tasks within your consolidated Planner lists.

Conclusion

Consolidating Microsoft Planner lists in Teams is a game-changer when it comes to project management and team collaboration. By following the steps outlined in this article, you can optimize your workflow, stay organized, and enhance productivity. With separate Planner lists for each project, consolidated within Teams channels, you can easily access and collaborate on tasks while customizing them to fit your specific needs. Give it a try and experience the benefits for yourself!