Office 365 Planner and Teams App
There are a few differences between the way these ‘Team Plans’ work.
With Office 365 Planner, currently, there is a one-to-one relationship between Plans and Groups. Create a Plan in Planner, and it creates a Group; create a Group, and it creates a Plan. It is the same with Teams: create a Team, and it creates a Group, which creates a Plan. So, how do the Plans created within Teams fit into all of this?
I create a Team in my Office 365 tenant using Team App:
Once I have done this, I also see this as a Group in Outlook in Office 365:
And I can see the same Plan in Office 365 Planner:
Now if I add a Tab in my Team App for my Plan, I have 2 options:
1. Create a New Plan
The first thing you will notice is that you have not been prompted to provide an e-mail address to associate with the Team. As this is within a Team, it does not get its own e-mail address and associated SharePoint site. Therefore, conversations and attachments are also not available directly in the Plan; but of course, at the Team level, you have these capabilities anyway.
We do not recommend this method of creating a Plan, since it will result in the Plan not being visible in the Planner App (but only in the Teams App). This might change in the future (Microsoft, please!), but currently it is not visible since there is no Group created for the Plan (the underlying Group has multiple Plans).
2. Add the existing Plan to the Team App (Recommended approach)
If you have any questions, please leave your comments below. For more details or a demo, please contact the FluentPro sales team.