Manage Plan List in SharePoint Online

rename plan list in sharepoint online

In this post, we will learn Where the Plan list is stored on the SharePoint Online site, How to manage Plan List in SharePoint Online site, and edit all of its related settings such as

  • Rename a Plan in SharePoint Online
  • Delete a Plan in SharePoint Online
  • Manage Groups
  • Manage Notifications
  • Manage Plan Template
Delete Plan List in SharePoint Online
Manage Plan List in SharePoint Online

What’s Plan in SharePoint Online Site?

In the SharePoint Online Modern Team site, you can create a Plan List to manage your small project activities.

where plan stored in SharePoint online
Plan in SharePoint Online

Note: Plan is not available in Classic Teams site as well as the SharePoint Online Modern Communication site

How to create a Plan on SharePoint Online Site?

  1. Create a new Modern SharePoint Team Site.
Team Site in SharePoint Online
Team Site in SharePoint Online
  1. If you already have a Team Site, From the above toolbar, Click on New > Plan.
Create a Plan in SharePoint Online
Create a Plan in SharePoint Online
  1. Provide the Plan Name as you prefer, then click on Create.
Create a Plan list in SharePoint Online
  1. Great, the new Plan has been created in your SharePoint Team site, and you can open it from the Navigation bar.
Manage Plan List in SharePoint Online
Manage Plan List in SharePoint Online

How to Manage Plan List in SharePoint Online Site?

As we previously know, any new list or library should be shown in the site content.

Site contents in SharePoint online
Site contents in SharePoint online

But as you can see, the newly created plan is not listed in the Site contents to manage its settings.

So where the Plan List is Stored on SharePoint Site?

To manage Plan settings and change their name, template or even delete it, you have first to know where the Plan list is stored in your SharePoint Online Team Site.

Actually, After creating a new Plan in the SharePoint Online Team site, the Plan can be accessed on the site, however, you can’t manage its setting from the same site, this is because the new Plan is already created and stored in the Microsoft Planner.

So that, to can edit the Plan Name, Plan templates, or even delete it, you have to Open Microsoft Planner as stated below:

Rename or Delete Plan List in SharePoint Online Site?

Steps

  1. Click on the App Launcher > Planner.
Open Planner in Microsoft 365
Open Planner in Microsoft 365
  1. Check the Recent section, if your Plan is not listed, Click on All, to find all the plans created from the SharePoint site or from the Planner Hub.
  2. Click on your Plan to open it.
Plans list in Planner
Plans list in Planner
  1. Besides, Board, Charts, and Schedule, click on the three-dot eclipse ... > then select “Plan Settings”
Change plan settings for plan list in SharePoint Online
Change plan settings for a plan list in SharePoint Online
  1. A new dialog will be opened on the right side, to manage your Plan settings such as
  • Rename Plan
  • Change Plan Template
  • Manage Groups
  • Manage Notification
  • Delete this plan
Rename and Delete plan list in SharePoint online
Rename and Delete Plan List in SharePoint online
  1. Click on “Delete this plan” at the bottom to delete this plan.

Conclusion

When you create a new Plan in the SharePoint Online Modern Team site, it is saved in Microsoft Planner, and you must enter Microsoft Planner to manage its settings, such as

  • Rename a Plan
  • Delete a Plan
  • Manage Group and Notifications
  • Change Template
See Also

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