Can't link existing plan in Planner to Teams

Anonymous
2019-03-22T16:16:31+00:00

My team at work has a plan that was created in Planner.  We now want to also start using Teams, but we are unable to link the existing plan to Teams.  When we try to add a Planner tab to a channel, we get the option to "Use an existing plan from this team" or create a new plan, but there's no option to link to an already existing plan in Planner.  Does anyone know how to do this, or can you only link to plans that were created in Teams?

Microsoft Teams | Microsoft Teams for business | Other

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  1. Anonymous
    2020-08-21T18:09:35+00:00

    I believe I have the same problem.

    I get the the result below when I try to add an existing plan as a tab on a Team.

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  2. Anonymous
    2020-09-08T15:54:29+00:00

    Here is the workaround that works for me:

    In Teams App:

    1. If desired, create a new team. If you want to use an existing team for the plan, skip this step.

    In Planner (website):

    1. Select the plan you want to use in Teams.
    2. Choose "Copy Plan" from options (see screenshot below)
    3. In pop-up window
      1. Leave the name as is (ie, "Copy of Invoicing"). You can rename later and this way you know which is the original and which is the copy.
      2. Select the group you want to assign this to. Make sure it is a group that is visible in the Teams app.
      3. Check all boxes under Include to copy as much content as possible.
      4. Click "Copy plan"
    4. After confirmation that plan is copied successfully, you will need to manually
      1. copy all assignments over.
      2. check off the tasks that were already completed.
      For this purpose, you will have to go back and forth between the original and copy
    5. Rename original plan (ie, "OLD Invoicing")
      1. Click the 3 dots (. . . ) for the menu, as in screenshot below
      2. Plan Settings
      3. Edit name -> Save
    6. Rename copied plan (ie, delete the "Copy of" portion)

    Note: I chose not to delete the old plan, but rename it. This way I have all of the old info in case something didn't copy over as needed. But, make sure team members know not to use the old plan anymore.

    In Teams App:

    1. Select the Team
    2. Add a Tab -> Planner  (as in instructions in prior post)
    3. Your new copy of the plan will now be in the "Existing Plans" drop-down

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  3. Anonymous
    2020-09-21T01:15:44+00:00

    Hi Kathryn, in regards to your solution, once this is actioned - can the planner that is then visible in Teams still be accessed as usual using the Planner app? i.e it can be accessed moving forward by either teams or planner?

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  4. Anonymous
    2020-09-22T15:18:07+00:00

    Yes - I can see the old plan only on the website planner app, but I see the new plan in both Teams and Planner.

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  5. Anonymous
    2020-10-06T14:26:01+00:00

    Thank you @Kathryn.M. That worked great.

    It is a shame that this thread has been here soo long and Microsoft does not have the courtesy to even respond and say to the many people here that yes we are aware of the issue and we don't know how to solve it. There is just silence. Not good at all.

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