Step 3: Add tasks, set dates, and categorize Once you create a plan, the next step is to add tasks. This eases collaboration both in Microsoft Planner, and other applications such as Outlook, and OneDrive, among others. Note: creating a new plan also creates a new Office 365 Group. In order to create a plan, follow these steps:Īdd a description Decide whether to automatically subscribe new members to notification Note: If you make your plan public or private, your Office 365 Group is also made public or private. Public plans are visible to everyone in your work or school organization meaning they come up whenever anyone in the organization searches for plan, whereas private plans are visible to specific people added to the plan. There are two different types of plans: public, and private. Once you’ve signed into Microsoft Planner, you can access the site and thus be able to see the plans available for each of your Office 365 groups. If you’re not able to sign in despite this, check with your work or school’s help desk. In order to sign in, your work or school institution needs to have signed up for an eligible Office 365 plan, then your administrator gives you an account. Note: if you already signed in, or have the Office 365 environment for your workplace, you can connect directly to Microsoft Planner through the app launcher.Ĭreating an account with Microsoft Planner Here’s how to sign in to Microsoft Planner: Once you sign in, you are able to do the following:Īccess your work or school Planner site View, edit and create plans View, edit and create tasks Chat with team members Keep track of progress on plans and tasks You simply connect to it through your web browser. It is important to note that you do not need any software installs on your PC or other device to use the app. To get you started, follow these simple steps below:Īs mentioned earlier, Microsoft Planner is only available for work or school subscriptions, so in order to sign in, you need your work or school account login credentials. Existing users can get Planner via the web or mobile platforms. Users who are new to Microsoft Planner can get started by visiting, create plans in the web app, then view and update their plans on mobile. Microsoft Planner lets you create a plan, organize and build your team, assign tasks and get progress updates. Some of the tasks you can fulfill with Microsoft Planner app include:Ĭollaborating with your team Attach files, photos, documents or links Add checklists to tasks Add comments to tasks Flag tasks with labels Set and update progress for tasks Set or add preview picture for tasks View the progress of your plans View all tasks and plans Receive emails about tasks and plans Delete tasks or plans Track progress from anywhere, on any device How to create a plan on Microsoft Planner app # This means it is not available for government subscription or personal use. The app is built for Office 365, but is only available only to users with Office 365 Enterprise (E1-E5), Business Essentials, Business Premium, and Education subscription plans. Simply put, the app provides a visual way to organize teamwork, and stay updated on progress for various tasks. Since its introduction, the Microsoft Planner app has assisted various teams across the world by helping them create new plans, organize and assign different tasks, share documents, discuss via chat what each person is currently working on, and get progress updates on each task.
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