Cannot add Planner tab to a 2-person chat in Teams

Hi @Will,

Thank you for reaching out regarding your request to share a Planner To-Do list with your manager within your existing Microsoft Teams chat.

Below is a detailed guide to help you achieve your goal:

As of now, Microsoft Teams does not support adding a Planner tab directly into a 1:1 chat. This is a known design limitation due to how Planner integrates with Microsoft 365 Groups, which are not associated with private chats.

Recommended Solution: Create a Private Team for You and Your Boss

To simulate the experience of having a shared Planner tab in your chat, we recommend creating a private Team that includes only you and your boss. You can then add a Planner tab to the Team’s channel.

Steps to implement:

1. Create a new private Team:
   • Go to the Teams section and create a new Team.
   • Choose “Private” and name it something like “1:1 with [Boss’s Name]”.
   • Add your boss as the only other member.
2. Add a Planner tab:
   • Open the “General” channel of the Team.
   • Click the “+” icon at the top to add a tab.
   • Select “Tasks by Planner and To Do”.
   • Create a new plan and name it (e.g., “Shared To-Do List”).
3. Use the To-Do list:
   • You can now create tasks, assign them, set due dates, and organize them into buckets.
   • Both you and your boss can view and update the list directly within Teams.
4. Quick access tips:
   • Pin the Team or channel for easy access.
   • Rename the Planner tab to something clear like “ To-Do List”.

 Alternative Approaches (If Creating a Team Is Not Preferred)

1. Microsoft Loop Task List in Chat:
   • If enabled, you can insert a live task list directly into the chat using the Loop icon.
   • Both users can collaborate in real-time within the chat thread.
2. Microsoft Lists Tab in Chat:
   • Add a Lists tab to your chat and manually create a shared task list.
   • Suitable for simple task tracking but lacks Planner’s advanced features.
3. Create Tasks from Chat Messages:
   • Hover over a message and select “Create Task” to add it to your personal or shared Planner plan.
   • Tasks are stored in the Tasks app, not directly in the chat.
4. Share a Microsoft To Do List:
   • Create a list in the To Do app and share it via link or email.
   • This list is accessible in the To Do or Outlook Tasks app, not directly in Teams.

 Additional Notes

• Ensure the “Tasks by Planner and To Do” app is enabled by your IT administrator.
• Your boss must accept the Team invitation to access the Planner tab.
• If the tab doesn’t load properly, try refreshing Teams or checking login credentials.

 If you have any updates regarding the issue, or if you have any other questions or concerns, please feel free to share them with me.

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