Planner integrates with Teams, OneNote, Outlook, your mobile phone, etc. You can easily export your plan to Excel as well as copy or leave a plan.
- Open a Plan and then click the three dots . . . to the right of Schedule to see all the options.
[Three dots highlighted in the upper right of the plan window showing all the options under more options]
Opens an Outlook window to collaborate with the plan members associated to this plan.
[Outlook windows showing an inbox for the plan]
Where you can see information on the plan members as well as where you can add members or leave the group.
Where you can create a new folder, or start a new document from Word, Excel, PowerPoint, OneNote, Forms in Excel, Visio drawings and links. You can upload files, folders, and templates.
Opens OneNote to create a digital notebook that syncs with the plan.
Where you can add new posts and new links.
Don’t create a new plan if you like the way an existing plan is set up! Use the copy plan option where you can select a different group as well as select specific parts of the plan you want to copy. View what will or will not copy to a new plan- https://support.microsoft.com/en-us/office/copy-a-plan-50401e13-a25f-40df-93c6-b608cc28c3d4
Export to Excel
Exports the plan to Excel.
[Example of an Excel spreadsheet]
Copy link to plan
Copies a link to the plan for you to paste.
Plan settings screen to change the name of the plan, suggest backgrounds, changes group privacy, notifications and where you can delete the plan.
Add plan to Outlook calendar
[Add plan to Outlook calendar with an iCalendar feed screen showing Don't publish, keep private option selected]
[Leave this plan and group? screen with the option to selection to leave the plan/group and then click Leave plan]
Integrate MS Planner with MS Teams
Planner integrates into Teams by choosing the team channel while in Teams related to the plan you want to use and then click the “+” icon to the right of the tabs to add a tab. Choose Planner, and then pick an existing or create a new plan. Click Save and a tab for the plan is added to the channel in teams.