How to Use the Planner Component

Overview

In this tutorial, you’ll learn how to add and configure the Planner web component on your Involv intranet. This integration allows users to view and interact with their Microsoft Planner tasks—right from within the intranet.

▶️ Watch the interactive tutorial below to follow along step by step.

What You’ll Learn:

• How to add the Involv Planner component to your page

• How to customize its title, display settings, and number of visible items

• How to enable or disable the search bar

• How to choose how links open and adjust styling to match your preferences

• How to publish your changes

Step-by-Step Summary

1. Add the Planner component
   Start by placing the Involv Planner component on any page in your intranet.

2. All relevant plans are displayed
   Once added, the component will automatically show the user's available Planner tasks.

3. Open the settings panel
   Click the gear icon to configure display options.

4. Edit the component title (optional)
   Adjust the title to better fit your page layout or section.

5. Define how many items to show
   Set a limit on how many Planner tasks or cards should be displayed.

6. Enable or disable the search bar
   Decide whether users should be able to search within the displayed tasks.

7. Choose how links open
   Configure links to open in a new browser tab or within the same window.

8. Style the component
   Match the design to your intranet theme with custom display options.

9. Publish your changes
   Once you're satisfied, click Publish to go live.

10. Done!
    You’ve successfully set up the Planner component. Your team can now stay on top of tasks—without leaving the intranet.

💡 Tip: This component is perfect for surfacing high-priority tasks and project overviews in departmental or project-based intranet pages.