Create Planner when Approval process disabled



SharePoint Sites can be created in Teams Manager when user enables Enable Planner in Settings.



This section describes the steps for creation of Planner.



Approval Disabled:


Go to Teams Manager and navigate to tab "Teams".


Click on button 'Create a Team'.


Option to select Planner is displayed to user.

Next page displays the option for the user to select as private or public.

Choose the template which you would like to use for the Planner.

NOTE: Only Planner Templates will be available for Planner creation.


Enter the details related to the Planner in the following fields:


Name: This is text field which accepts alphanumeric characters and special characters between 3 and 100. Enter any Team name.

Description: This is a text box which accepts alphanumeric characters and special characters. This accepts around 100 characters and this is not mandatory field. Enter some description.

Owner: This is a text field and is field by default updated with the user currently logged in. This will be the owner of the Teams. One Owner is mandatory for the Planner, but the possibilities to add more than one owner for the Teams. This is mandatory field. By default, this field is updated as “MOD administrator” as this is the logged in user.

Member: This is a text field, and this field can hold more than one members. This is not mandatory field. Enter “Alex” as member.

Sensitivity Label: This field will be displayed if set the toggle field ‘Enable sensitivity labels in request form to Yes in Settings. Select Highly confidential from the dropdown.

Comment: This is a text box which accepts alphanumeric characters and special characters. This accepts around 100 characters and it is a mandatory field. Enter comment “Sample Planner”.

Enable guest access: This field will be displayed if Enable guest access is set as ON in Settings. Select enable guest access toggle field to Yes.



Click on Next button.

Details of Planner as detailed by user is displayed in 2nd page of creation.


Summary page with details of Basic Info, Metadata and Policy.


Click on Create button.

Planner is created and displayed under Active Teams with type as Planner.


This newly created Planner will also be displayed in Admin Center.


Click on the created Planner, new tab should open.


All the Buckets/Tasks created in the Planner template should be provisioned in this Planner group.


Based on any policy that is applied, naming convention of the Planner will be changed.



This completes the functionality on creation of Planner when Approval is disabled.