Part of the Microsoft 365 suite, Planner allows you to organise team tasks.
With Planner, you can:
Planner makes allocating team tasks easier with all progress recorded in one place. This saves the need to send multiple emails.
The main points to note are
Creating a new plan.
There are two methods of creating a new plan.
By adding a Planner tab in Teams, it makes it convenient to collaborate with your team on your plan, have conversations, and share files all in one place.
To add a new plan to your team, select the channel to which you want to add the plan. Click the plus sign (+) to the right of the tabs.
In the “Add a Tab” window, click the “Tasks by Planner and To Do” tile.
When creating a new plan from the Planner Hub choose the link to ‘Add to an existing Microsoft 365 Group.’
You can request a new Team or Group, via the Teams request form. Once you establish your team, you can create a plan.
NB. Any user assigned a task within a plan will by default become a member of the Group/Team and have access to all content within that Team.
Select the “Create a new plan” option and give your Plan a name
Access your Plans
You can access plans via Teams or via the Planner Hub at https://tasks.office.com.
In Teams, you can see any plans associated with your Team in the menu banner at the top of your screen
From Planner Hub at https://tasks.office.com.
You can see all plans in the main screen. Remember you need to be a member of the Team to view the plans. In the Planner Hub, Plans, which are linked, to existing Teams will be flagged as a “Linked Plan”
These plans will have the option to “Open in Microsoft Teams “
On the left hand menu pane select “Assigned to me” to see all the planner tasks that have been assigned to you.
Build your plan – Click on the links below to learn how to build your Plan
View and Track Progress – Click on the links below to learn how to track and monitor your plan