How to embed Planner in Microsoft Loop

In one of my recent blog posts, I explained how you can synchronize the tasks you create in Microsoft Loop with Planner. Today, I want to explain the opposite – how to embed a Plan you created in Planner inside the Loop page in the Microsoft Loop application.

There are two ways to embed Plan from Planner in Microsoft Loop.

Option 1: Embed Plan by inserting the Planner Link

1. From a given Plan in Planner, click three dots, then Copy link to plan.
2. The link will be copied to the clipboard
3. Next, navigate to the Loop Page and paste the URL from above
4. This will paste the Plan within the Loop Page.

Option 2: Embed the Plan by adding the Planner Component

1. The next option is a bit more user-friendly. On a Loop Page, type forward slash “/”, then choose Planner from the list of apps/components.
2. On the next screen, you would need to choose from a list of plans you have access to (Pinned or Recent).
3. Once you click on a Plan, click Insert.
4. This will embed the Plan inside the Loop Page.

Nuances about adding a Plan inside the Loop Page

• Planner permissions dictate who will have access to/see the Plan on the Loop Page. Since Plans are controlled via a Microsoft 365 Group security, if you embed a Plan on a page accessible by users who are not part of that Plan/Microsoft 365 Group, they will see the below error message.
• If instead of embedding the Plan inside the page, you just want to show/display the actual URL on the page instead, you can easily change this with a click of a button.