Planner & SharePoint: Seamless Integration Made Easy!

by HubSite 365 about SharePoint Maven Inc

I help organizations to unlock the power of SharePoint

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Integrate Microsoft Planner into SharePoint with easy steps using Microsoft 365 tools like Teams, OneDrive, and SharePoint.

Key insights

Integrate Planner Plans into your SharePoint site to enhance team collaboration by centralizing tasks and project planning.

Step 1: Prepare Your Environment - Ensure you have the necessary permissions, access to the Planner plan, and that both are part of the same Microsoft 365 group.

Step 3: Add a Planner Web Part - Edit your SharePoint page and add a new web part by searching for "Planner" or "Tasks by Planner and To Do."

Step 4: Configure the Web Part - Select an existing plan or create a new one, then customize the title and appearance as needed.

Benefits of Integration: Centralized workspace, enhanced collaboration with real-time task updates, and improved productivity through easy task management.

Tips for Effective Integration: Regularly update tasks, combine with other web parts for a comprehensive project hub, and manage permissions effectively.

Keywords

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