Microsoft Planner went into general availability in June of 2016. It allows basic project and task management for organizational teams. Like most products in the Office 365 suite, Planner makes extensive use of Office 365 Groups, which provides membership services through Azure Active Directory, and Storage through SharePoint. Creating a new Plan in Planner is one of the ways to create and Office 365 Group – each plan gets a Group. Conversely, each Group gets a Plan.
Adding Members to a Plan – Adding to the Office 365 Group
One of the more requested features on the Planner User Voice site is to break this 1:1 relationship so that a Group could contain multiple Plans. It’s currently marked as “Thinking About It” in user voice, but it appears that far more work has gone into it than that.
Microsoft Teams was released into preview earlier this month, and included in Teams is very tight integration with Planner. Teams is also tightly coupled with Groups (each Team gets Group), and adding the Group’s Plan to the interface is relatively straightforward. Simply click on the “add tab” icon, and choose Planner.
And then give the plan a name and save it.
However, there’s more to it than that. From the Teams interface, it’s possible to create additional Plans. To do so, simple add another tab and repeat the process.
How is this possible? If there is a 1:1 correspondence between Groups and Teams, and a 1:1 correspondence between Groups and Plans, then there must also be the same correspondence between Plans and Teams. As it turns out, that the relationship between Groups and Plans is no longer limited to 1:1. The plans created in Teams are not (or do not appear to be) a part of the group. This can be seen if you open Planner on its own, and these plans will not appear in the “All plans” list, because this is just a list of Groups. The Group itself has a Plan associated with it, but it’s not any of the plans that are created in Teams. However, if you have tasks from these Plans assigned to you, they will appear in the My tasks list.
Conversely, in the Teams interface, I cannot find a way to have this default plan appear in the Teams interface. This is something that could be very confusing for any users that use bot the Planner ands the Teams interfaces. Given that Teams is only in preview now, I can only assume that these user interface inconsistencies will be remedied.
The bottom line to all of this is that it appears that the bulk of the work has been done to allow multiple plans in a single Office 365 Group. You simply need to use Microsoft Teams in order to access them.