How to Integrate Microsoft Planner with Teams

Updated on:

April 6, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to integrate Microsoft Planner with your Microsoft Teams workspace.

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Here’s the main way to integrate Microsoft Planner with Teams:

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Access your Microsoft Teams account and go to the sidebar, click the ellipsis icon.
In the search bar, type "Planner".
Choose "Planner" under the options and click "Add".
Navigate to 'My Plans'.
You can use Planner to create a plan for Teams by clicking '+ New Plan'.
Select a template for your plan.
Enter a descriptive name and click 'Create'.
The Planner board now lives inside the Teams channel and all team members can view and update tasks.

📌 Why this matters

Integrating Planner with Teams transforms scattered task conversations into actionable work items without switching platforms. You eliminate the friction of jumping between apps to check project status or update deliverables.

The real advantage emerges when your team discussions automatically connect to specific tasks - comments, files, and decisions stay linked to the work itself. This creates a seamless workflow where planning and execution happen in the same space, reducing the communication gaps that typically cause projects to drift or deadlines to slip.

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