Using Planner in Microsoft Teams

When to use:

Organize and manage tasks for your team (Kanban style)

Have a checklist system that everyone can see

Adding a Planner Plan to Your Team:

Click on the plus symbol (+) next to your Team’s tabs. 

Search for “Planner” and click on the app. 

Create a Planner tab with a custom name. For our example, we named ours “Tasks”. 

Once you create a Planner tab, you should be able to find it in your Team’s tabs.

Getting Started with Planner:

There are buckets that organize the tasks into groups. A default bucket “To do” is already created. You can create any amount of custom buckets to organize tasks better.

Create a task by clicking + Add task. Then enter the name, due date, and the person who should be assigned to the task. Click on Add Task once everything is filled. 

Now you have created your first task!

If you click on the task, you can edit and add more information, like notes, comments, etc.