Attach files, photos, or links to a task
Applies ToMicrosoft Planner

 

Note: The steps listed in this article will be updated soon to reflect the new Microsoft Planner experience, which is currently rolling out to customers. Learn more about the new Planner in Frequently asked questions about Planner. ​​​​​​​If you're working from a Government Cloud Communities (GCC), GCC High, or Department of Defense (DoD) environment, continue referring to the instructions in this article.

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 File, Link, or SharePoint.

Options for using or uploading an attachment

  • 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. Want to change the preview picture for a task?

Document preview on card

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 Microsoft 365 for the web.

Open an attachment from the task show in the Board

With real time co-authoring in Microsoft 365 for the web, you can make changes at the same time as your teammates without worrying about losing work! Learn more.

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.

Choose a document from the attachment list in Details

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