Troubleshoot issues with adding a plan


Microsoft allows access planner data from the Microsoft Teams app. This way a team member can collaborate on a plan without ever having to leave Microsoft Teams. As great as it sounds, adding a Planner plan to Teams is a bit of a hassle. Part of the reason is that Microsoft has changed the name of the Planner app in Teams. However, issues with group and team memberships can also cause issues with linking a plan to Teams. In this article, I’ll show you how to troubleshoot issues with adding a plan to Microsoft Teams.

Add a plan to Microsoft Teams

Let’s start by looking at the steps required to link a plan to Microsoft Teams. As we go along, I’ll talk about some things that can go wrong and sometimes go wrong.

Start the process by opening Teams, developing a team, and then selecting a channel. When selecting a channel, you will see several tabs at the top of the screen (General, Articles, Files, and Wiki). Click on the More located just to the right of these tabs. You can see what the icon looks like in the image below.

At this point, you will see a screen describing all the different apps that you can add to the channel. At one point, Microsoft made available an app called Planner. However, this app was renamed Tasks by Planner and To Do. If you are having difficulty locating and doing tasks by scheduler, try entering the word Scheduler in the search box shown in the following image.

When you click on the Tasks by planner and to do app, you will be taken to the Tasks by Scheduler and To-Do dialog box, which you can see in the following image. This dialog box gives you the option of creating a new plan or selecting an existing plan. In some cases, the option to choose will be obvious. If there is a certain plan that everyone on the team is already using consistently, then adding that plan to the channel is probably the right thing to do. If you are unsure of whether to create a new plan or use an existing one, there is one important thing you should keep in mind. At one point there was a limitation that prevented you from associating more than one plan with a channel. However, this limitation has been removed and you can now add multiple plans to a channel, with each plan appearing on a separate tab.

Once your selection is made, enter a name for the plan you want to create (or select an existing plan) then click on to safeguard.

What didn’t go well?

Sometimes when you choose the option to create a new plan, you may receive an error message that states that teams cannot save the configuration for the Tasks by Planner and To Do tabs. This error, which you can see in the following image, often stems from an issue with group memberships. I’ll show you how to fix it.

If you are getting the above error, the first thing you will need to do is make sure that you are a member of the team. To do this, click on the Following icon (the three dots) next to the team in which the channel exists. When the More menu appears, click the Manage the team option. This will bring you to a screen where you can see a list of team members. Make sure you are listed as a team member.

Microsoft teams plans
Once you have verified that you are a member of the team, you will also need to make sure that you are a member of the corresponding group. Remember that each team is associated with a Microsoft 365 group. To add a plan to a team, you must be both a team member and a group member.

To verify group membership, write down the team name, and then open the Microsoft 365 admin center. Then go to Teams and Groups | Active teams and groups. Now locate the group that matches your team and click on it. When the group opens, select the Members tongue. Make sure your account is listed as Group Members. It should be noted that even if your account is listed as the group owner, it will also need to be added as a group member. Otherwise, you won’t be able to add a plan to a team channel.

Microsoft teams plans
Once you’ve verified that your account is both a team member and a group member, you should be able to add the plan to Teams. Notice in the image below that the name of the tab containing the plan matches the name of the plan. It doesn’t say Planner unless that’s what you called your plan.

Microsoft teams plans
As you can see, there is nothing too complicated about troubleshooting the issues of linking a Planner plan to a Microsoft Teams channel. Even so, group membership issues seem to be a problem for many people, so I wanted to take the opportunity to explain how to resolve the issue.

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