How to Display Planner Tasks from Multiple Plans on SharePoint
Question details
The user wants to display a consolidated view of Microsoft Planner tasks assigned to specific individuals across multiple plans directly on a SharePoint page.
- Product
- Microsoft SharePoint
- Device & OS
- not provided
- Scenario
- Creating a centralized SharePoint dashboard for team members to track all their assigned tasks from various project plans without checking each plan individually.
- Observed behavior
- The standard SharePoint Planner web part only displays tasks from a single plan at a time, lacking the cross-plan per-user view available in Microsoft Teams.
Ensure you have Edit permissions for the SharePoint page and access to all the individual Microsoft Planner plans you intend to consolidate.
Use Power BI to Embed a Consolidated Task Dashboard
Since SharePoint does not natively support multi-plan views, using Power BI allows you to aggregate cross-plan tasks and embed the report into your SharePoint page.
Microsoft Graph or Power Automate can be used to export Planner data from multiple plans into a centralized database or SharePoint list. Power BI can then visualize this aggregated data.
Set up a Power Automate flow to capture tasks from your target Planner plans and sync them into a single master SharePoint list.
Open Power BI Desktop, connect it to your newly created master SharePoint list as the data source, and design a report filtering tasks by 'Assigned To'.
Publish your completed report to your Power BI workspace so it can be accessed online.
Navigate to your SharePoint page, click 'Edit', add the 'Power BI' web part, and paste the link to your published Planner task report.
Add Multiple Individual Planner Web Parts
If custom development or Power BI is not an option, you can stack multiple Planner web parts on a single SharePoint page as a basic workaround.
Manage Projects and Documents Easily with WPS Office
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Frequently Asked Questions
Can I view all my tasks across different plans natively in SharePoint?
No, the built-in Planner web part in SharePoint currently restricts you to viewing tasks from one specific plan at a time. It does not offer a cross-plan aggregation feature.
How does Microsoft Teams handle multi-plan Planner tasks?
Microsoft Teams offers the 'Tasks by Planner and To Do' app, which automatically aggregates all tasks assigned to you across multiple plans into a single, personalized view.
Is there a way to automate syncing multiple Planner plans to a SharePoint list?
Yes, you can use Power Automate to create a flow that triggers whenever a task is created or updated in Planner, automatically copying or updating that task data into a centralized SharePoint list.
