How to Add Microsoft Planner to Outlook?

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Are you struggling to keep track of your tasks across Microsoft Planner and Outlook? Let’s walk through how to integrate Microsoft Planner with Outlook so you can manage all your tasks in one place, schedule effectively, and improve your team’s productivity.

Prerequisites

  • You will need a Microsoft 365 account with access to both Planner and Outlook
  • Outlook desktop app (latest version)
  • Appropriate permissions in your organization

Step-by-Step Integration Process

  1. Access Planner Settings:
    • Open Microsoft Planner in your web browser
    • Navigate to the plan you want to add to Outlook
    • Hit the arrow at the right-hand side of the plan name to open the drop down.
    • Select Add Plan to Outlook Calendar
    • Then in the Add plan to Outlook calendar with an iCalendar feed pop-up select Publish. This effectively publishes the Plan feed accross the entire plan group.
    • Then hit the Add to Outlook link at the right hand side.
  1. Add Calendar to Outlook:
    • In Outlook, go to the Calendar View.
    • Expand the Other Calendars list and hit your Plan name.
    • A New Calendar containing your Plan tasks will open up.
    • Tasks will appear as calendar items
  2. Optionally – Add your Calendar using the ICal link
    • Open Outlook desktop client.
    • Go to Calendar view.
    • Click Add Calendar in the Home tab.
    • Select From Internet.
    • Paste the calendar URL from Planner.
    • Name your calendar and finally click OK.

Note that once imported you are able to set your Planner calendar look and feel as shown below.

Integrating Planner with Outlook on the web

  1. Navigate to Outlook on the web (outlook.office.com) and sign in with your Microsoft 365 account credentials to access your email environment.
  2. Then go ahead and Click on the app launcher icon (waffle/grid icon) in the top-left corner of the screen to reveal the available Microsoft 365 applications.
  3. Select “All apps” at the bottom of the launcher menu to see the complete list of applications available in your Microsoft 365 subscription.
  4. Find and click on “Planner” to open it in a new tab, then pin it to your app launcher by right-clicking on the Planner icon and selecting “Pin to launcher”.
  5. Return to Outlook, click on the settings gear icon in the top-right corner, select “View all Outlook settings” and navigate to the “Customize actions” section.
  6. Look for options to add Planner tasks to your Outlook view or enable the Tasks module which can display Planner assignments alongside Outlook tasks.

Best Practices

  • Keep planner task titles clear and descriptive
  • Use consistent naming conventions for tasks and to-dos
  • Don’t create duplicate tasks across platforms

If you’re interested in learning more about Microsoft Teams integration with Outlook, check out our guide on how to add Teams to Microsoft Outlook.

Managing Planner Calendar Views

  • Select which plans appear in your calendar
  • Customize how tasks appear
  • Filter by due date or priority
  • Color-code different plans

For additional tips on managing Outlook integrations, you might find our article on fixing Teams and Outlook plugin issues helpful.

Remember to regularly check your Planner and Outlook sync status to ensure all your tasks stay up to date. If you encounter any issues, start with the troubleshooting steps above.

Planner and Outlook integration troubleshooting

  • If Planner tasks aren’t appearing in Outlook, verify your Microsoft 365 account has the proper licenses for both applications and check that you’re signed in with the same account across all Microsoft services.
  • When calendar integration fails, ensure you have appropriate permissions in both Planner and Outlook, as restricted access to either service can prevent successful synchronization between the platforms.
  • For users experiencing delayed synchronization between Planner and Outlook, try manually refreshing both applications, clearing your browser cache if using web versions, or restarting the desktop application to force a fresh connection.
  • If the Planner app doesn’t appear in your Outlook add-ins, contact your organization’s IT administrator as they may need to enable this integration through the Microsoft 365 admin center for your specific user group.
  • When tasks appear duplicated across Planner, To Do, and Outlook, this usually indicates a synchronization issue that can be resolved by clearing completed tasks in each application and allowing the system time to properly reconcile the data.