ATTACH FILES, PHOTOS, OR LINKS TOTASK

In Planner, you can attach files, photos, and links directly to the tasks themselves, making the plan a central location for everyone to collaborate and get work done.

To see a list of all files or photos that you’ve attached to Planner tasks, select the three dots to the right of the plan name (), and then choose Files. These files are stored in the SharePoint document library associated with your plan’s Microsoft 365 Group.

Note: If you’ve just created your plan, Planner may still be setting up your plan’s SharePoint document library. If you see a message about this, you’ll need to wait a bit before attaching files.

Add an attachment

To attach a file or link, select the task to bring up its details, click Add attachment, and then choose FileLink, or SharePoint.

  • File: Upload a document or file from your local computer. Files you upload are stored in the SharePoint document library associated with your plan.
  • Link: Fill in a URL and the text you’d like displayed in Planner.
  • SharePoint: Choose files already stored in the SharePoint document library associated with your plan.

The first time you attach a photo, it will automatically become the task’s preview picture. If you’d prefer a document as the preview picture for the task, click Show on card for the document. The preview picture is shown on the Board, and offers a quick way to identify the task and get to work. 

Work on the attachment

After you’ve attached an Office file, you can click the file link shown on the card to open it in Office for the web.

With real time co-authoring in Office for the web, you can make changes at the same time as your teammates without worrying about losing work! 

If you want to work on an Office file that you’re not using as the preview, select the task to bring up its details, and then choose the file name for the file you want to work on.