How To Add Planner To Sharepoint Site?

Do you need to make sure that everyone in your organization is on the same page? Are you looking for ways to increase efficiency and productivity? Look no further than Sharepoint! It’s the perfect tool for collaboration and organizing tasks, and you can add a planner to your Sharepoint site to keep everyone organized. In this article, we will explain how to add a planner to your Sharepoint site. We will cover how to create a planner, how to add tasks, and how to assign tasks to team members. By the end of this article, you’ll be able to use Sharepoint as an effective task planning tool. Let’s get started!

How to Add Planner to SharePoint Site?

Adding Planner to your SharePoint site can boost productivity and help teams stay organized. Planner is a great tool for creating and managing tasks, and it integrates seamlessly with SharePoint to make collaboration easier. This guide will walk you through the process of adding Planner to your SharePoint site.

Step 1: Log into your SharePoint Site

The first step is to log into your SharePoint site. You can access SharePoint from any web browser. Once you’ve logged in, you’ll be taken to the home page of your SharePoint site.

Step 2: Access the SharePoint App Catalog

Once you’re logged in, you’ll need to access the SharePoint App Catalog. The App Catalog is a collection of apps and services that you can use with SharePoint. To access the App Catalog, click on the gear icon in the top right corner of the page, then select “Add an App” from the drop-down menu.

Step 3: Find and Install the Planner App

Once you’ve opened the App Catalog, you’ll be able to search for the Planner app. To do this, type “Planner” into the search bar and press enter. The app will appear in the results. Click on the Planner app and then click on the “Install” button.

Step 4: Configure Planner Settings

When the Planner app is installed, you’ll be able to configure the settings. This includes setting up access permissions, assigning tasks, and setting up due dates. You can also create a Planner hub to keep everything organized.

Step 5: Create a Planner Board

Once you’ve set up the settings, you’ll be able to create a Planner board. You can create a board for any project or task. To do this, click on the “Create Plan” button and then enter the details for the board.

Step 6: Add Tasks to the Planner Board

Once you’ve created a Planner board, you’ll be able to add tasks. To do this, click on the “Add Task” button and then enter the information for the task. You can assign the task to team members, set a due date, and add notes.

Step 7: Assign Team Members to Tasks

When you’ve added all the tasks, you can then assign them to team members. To do this, click on the “Assign” button and then select the team members you want to assign the task to. You can also add notes and due dates for each task.

Step 8: Track Progress

Once you’ve assigned the tasks, you can track progress using the Planner board. The board will show you the status of each task and who is responsible for completing it. You can also add comments and notes to tasks to help team members stay on track.

Step 9: Add Planner to the SharePoint Home Page

Finally, you can add Planner to the SharePoint home page. To do this, click on the “Add to Home” button and then select the Planner tile. This will add the Planner board to the home page and make it easier for team members to access it.

Step 10: Share the Planner Board with Team Members

Once you’ve added the Planner board to the SharePoint home page, you can share it with team members. To do this, click on the “Share” button and then enter the email addresses of the team members you want to share it with. They will then be able to access the Planner board from their SharePoint site.

Frequently Asked Questions

1. What is Sharepoint?

Sharepoint is a Microsoft product that is used to create a central repository for storing, organizing, and sharing business-related documents and information. It is a web-based platform that provides tools for teams to collaborate, share files, and manage tasks. It is also an intranet system that enables organizations to easily manage and access content from anywhere.

2. How do I add Planner to Sharepoint Site?

To add Planner to a Sharepoint Site, first log in to the Sharepoint Admin Center. Once logged in, select the “Planner” tab at the left side of the page. From there, select the “Create Plan” option. This will open a pop-up window where you can enter the details of the new plan. After adding the plan details, click “Create Plan” and the plan will be added to the Sharepoint Site.

3. How do I add tasks in Planner?

Once the Planner is added to the Sharepoint Site, users can start adding tasks to it. To add a task, click the “Add Task” button located at the top of the page. This will open a pop-up window where users can enter the task details. After entering the task details, click “Create” and the task will be added to the Planner.

4. How do I assign tasks to users?

To assign tasks to users, click the “Assign” button located next to the task. This will open a pop-up window where users can select the user they want to assign the task to. After selecting the user, click “Assign” and the task will be assigned to the selected user.

5. How do I track progress of tasks?

Once tasks are assigned to users, progress can be tracked easily. To track progress, click the “Progress” button located next to the task. This will open a pop-up window where users can see how far along each task is. The progress is tracked based on the completion status of each task. Users can also view the progress of tasks over time by clicking the “History” button. This will show the progress of the tasks over a period of time.

Adding a planner to a SharePoint site can be an invaluable tool for organizing tasks and ensuring that they are completed on time. With the ability to assign tasks to individuals or groups, create timelines, and track progress, SharePoint planners can help to keep any project on track. With just a few simple steps, you can easily add a planner to your SharePoint site and start managing projects with ease.