How to Add Microsoft Planner to SharePoint
- George Apostolov
How to Add Microsoft Planner to SharePoint: step-by-step guide
Inside your SharePoint site, head over to the top menu bar and click 'New'.
Select 'Plan' from the list of options.
After that, enter a new plan name into the provided input field or click 'Use an Existing Plan Instead' and select one from the available options.
Once done, tap 'Create'.
After completing these steps, a plan will be added to your SharePoint site.
Quick answer: To add a plan to your SharePoint site, click 'New' on the top menu bar, select 'Plan', and then enter a new plan name or choose an existing one. Finally, tap 'Create' to finish adding the plan.
About this Microsoft tutorial
Integrate Microsoft Planner into your SharePoint site by creating a new plan or selecting an existing one from the menu. This guide shows how to add Microsoft Planner to SharePoint in 5 steps, starting with "Inside your SharePoint site, head over to the top menu bar and click 'New'" and finishing with "After completing these steps, a plan will be added to your SharePoint site". The interactive demo above is a click-through copy of the real Microsoft interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to add Microsoft Planner to SharePoint?
5 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Microsoft data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Microsoft and SharePoint. Related guides: How to Add More Labels in Microsoft Planner, How to Add Multiple Rows Microsoft Excel and How to Add Recurring Tasks in Microsoft Planner. Last reviewed 05 Oct 2026.
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