Skip to main content

3 ways to add a Plan to a SharePoint page

Planner proved to be a great and easy-to-use task management option for many organizations. I blogged about this wonderful tool in the past. It seamlessly integrates with Teams, SharePoint and can also be automated using Power Automate. In today’s article, though, I would like to explain a few ways you can add a Plan to a SharePoint page.

Option 1: Link via Site Navigation

The easiest thing you can do is a link to a Plan from the Site Navigation. What’s cool about this option is that you do not even need to know the URL of your Plan –  it automatically gives it to you when you select Planner from available link options. I documented this trick in this post.

add a Plan to a SharePoint page

Option 2: Embed on a SharePoint Page via Planner Web Part

The next option would be to embed the Plan right on the page. For that, you will need to add Planner Web Part to a page and then choose a plan you would like to add.

Whatisplanner50

Option 3: Embed on a SharePoint Site via New Drop-down

An option that I also really like when you want to add a Plan to a SharePoint page is to use the New Drop-down menu. With the first opinion, we just created a link to Planner Application. With the second option, we embedded a Plan on a page using the Planner Web Part. However, the real estate on the page is limited, and your plan will compete for space with other web parts/content as well.

add a Plan to a SharePoint page

When you add a Plan using the New Drop-down, the plan will take over 100% of the screen. And there will be a link added to the left-hand-side site navigation as well!

  1. From the Main Homepage of the site, click New > Planadd a Plan to a SharePoint page
  2. If you are creating a brand new plan, type its name; however, if you already have an existing plan, click Use an existing plan instead3waysaddplannersharepointpage3
  3. Choose an existing plan from the drop-down, make sure Show in site navigation box is checked, click Createadd a Plan to a SharePoint page
  4. You Plan will be added to the site (full-width page layout), and a link will be added on the left.add a Plan to a SharePoint page

You may also like

How to track viewers of files and pages in SharePoint Online

June 30th, 2022

You may also like

How to apply a site template to a SharePoint Site

April 28th, 2022

You may also like

How to create an FAQ using collapsible sections in SharePoint Online

March 1st, 2022

Need SharePoint Help?

Hourly consulting, training and configuration services are available

Learn More