You will then see ‘Link to Plan’ dialogue appear on the left-hand side. If this link is greyed out, it is not selectable and probably means you have not published your project yet.ģ. (to select a task, click on the ID number of the task to highlight the row) note : you can only select one task, if you select more than one, the Planner button will be greyed out.Ģ. Once you have published your project, select the task you wish to link, click the ‘Planner’ button in the Task Ribbon. Create an enterprise project, or utilize an existing project schedule and make sure that it is published. A single Plan within Planner cannot be linked to more than one task within your project schedule.ġ.The project schedule must be published before you are able to link the task the task to a Plan in Planner.If you update the Plan, it will not have an effect on the Project Schedule. The same applies when updating a Plan in Planner. If you update a task in Project Professional that has a Planner Plan linked to it, the update will not have any effect on the Plan.Some key information to know before attempting this: This blog will introduce this new feature and explain how to link tasks in project schedules to Plans in Planner, as well as, a step-by-step guide on how to accomplish this. If you noticed a link in the ‘Task’ ribbon on the upper right-hand side that shows the ‘Planner’ icon (Shown below) then you have received this update. If your organization utilizes Microsoft Planner as well as Microsoft Project Online, this update could help you stay more organized and be more efficient. One of these updates is the ability to link Microsoft Planner to the tasks within your project schedule. Unfortunately, if you are currently utilizing the perpetual license, you will not see this update at this time. Microsoft recently pushed out a selection of updates to Microsoft Project for O365.
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