Guest Access in Microsoft Planner

Guest access in Microsoft Planner allows us to collaborate and participate with people from outside of your organization. The guest users can create and delete buckets as well as tasks, edit task fields, and edit the plan name. If you grant additional permissions to the guest users, they can also attach a file or link to a task. Guest users will also receive some of the notifications which are associated with your plan.

How it works

The planner builds on the Office 365 groups for the guest access. If Office 365 Group's guest user access is turned off, you are not able to add guest users to plans. You have to enable it from Office admin.

Step 1 -  The group owner adds a guest to the group.

• Open Outlook for Windows.

• Under Groups in the left pane, select the group.

• On the Groups ribbon, select Add Members.

• Enter the email address of the guest in the Add Members box, and press Enter.

• Select OK.

Step 2 - The invited guest will get a welcome email from the group. If they do not 

              have the guest account with the organization, they need to accept this 

              Invitation to create one. In the welcome email, go to Read group files, select 

              the Access files link and follow the instructions to create a guest account.

Step 3 - To access a plan, the guest users either need to use a specific plan URL or go 

               to https://tasks.office.com/[organizationdomainname]. The general 

               Planner URL, https://tasks.office.com/, takes non-guest Office 365 users to

               Planner, but they don’t know from the guest user name which organization 

               they want to sign in to.

Step 4 - The guest can leave the plan at any time using a link at the bottom of each 

               email and calendar invitations.

Permissions:

The below table summarizes what group owners, plan members, and guests can and can't do.