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3 ways to add a Plan to a SharePoint page

Posted on August 3, 2021
Planner

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.

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 > Plan add 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 instead
  3. Choose an existing plan from the drop-down, make sure Show in site navigation box is checked, click Create add 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

About Me

I’m Greg Zelfond, a U.S. based SharePoint consultant, and I provide affordable out-of-the-box SharePoint consulting, training, and configuration assistance to small and medium-sized businesses all over the world.

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