Close

Team Collaboration with Microsoft Planner

Tim Timchur, Managing Director, 365 Architechs, is a qualified accountant, cybersecurity professional and governance and risk management expert.

Share on facebook
Share on twitter
Share on linkedin
Share on email

Tags

Sign up to the Digital Disruption to receive the latest news and updates

What is Microsoft Planner?

 

Microsoft Planner is an app available in the Microsoft 365 suite designed to track tasks and activities. Planner is accessible on desktop, mobile, and web devices. Planner enables users to organise their tasks at a high level. A plan consists of members, tasks, and buckets.

 

A task is assigned to one or more people. Tasks can be filtered by due date, priority, label, bucket, and assigned people. You can also add files, checklists, and custom labels to each task. Buckets can be used to group tasks related to a specific topic, workstream, or project phase in the overall plan. Users can choose to view their plan as a list, board, chart, or schedule. For example, an Account Management plan could consist of buckets including Process Stages, Supporting Documents, and Organisational Levels, each with relevant tasks.

 

Sign in to Microsoft Planner

 

1. Navigate to http://office.com/signin.

2. Sign in with your Microsoft work account details.

3. On Microsoft 365 home page, select the app launcher at the top of the browser window.

 

 

4. Select Planner. Note: If you don’t see the Planner option, you may need to select All Apps or Explore all your apps to find it.

 

 

Open an Existing Plan

 

If you are already a member of an existing plan, select a plan from the Favorite plans, Recent Plans, or All plans section.

 

 


Create a New Plan

 

You can learn how to create a new plan here. Plans can also be attached to teams, and for more complex projects, Microsoft provides another solution known as Project for the web.

 

What is Microsoft Planner?

 

Microsoft Planner is an app available in the Microsoft 365 suite designed to track tasks and activities. Planner is accessible on desktop, mobile, and web devices.