How to Add Microsoft Planner to SharePoint: 1-Min Guide

How to Add Microsoft Planner to SharePoint

Updated on:

May 13, 2026

By:

Use this interactive demo to learn how to embed Microsoft Planner directly into your SharePoint site.

Quick summary

Adding Microsoft Planner to a SharePoint site lets teams manage tasks and track project progress without leaving their intranet hub. This step-by-step process takes under a minute using the built-in New menu in SharePoint.

Steps

Inside your SharePoint site, head over to the top menu bar and click 'New'.
Select 'Plan' from the list of options.
Enter a new plan name into the provided input field, or click 'Use an Existing Plan Instead' and select one from the available options.
Once done, tap 'Create' to confirm your selection.
A Microsoft Planner plan will now be added to your SharePoint site.

📌 Why this matters

Integrating Microsoft Planner into SharePoint centralizes task management within the same intranet environment your team already uses daily, reducing the need to switch between apps. Teams can create new plans or connect existing ones directly from the SharePoint interface, keeping project tracking visible and accessible to all site members. This integration is especially valuable for organizations using Microsoft 365, as it strengthens collaboration by aligning task boards with SharePoint pages and team sites. Embedding Planner in SharePoint improves workflow visibility, accountability, and overall project coordination across departments.

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