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Microsoft Planner Quick Guide

Microsoft Planner is a task management tool within Office 365 designed for personal and team planning, featuring a card-based interface for organizing tasks and collaborating on projects. Users can create plans, assign tasks, and track progress through charts that display task statuses. Planner can be integrated into team channels for enhanced visibility and collaboration among team members.

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Thusharika Thilakaratne
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296 views1 page

Microsoft Planner Quick Guide

Microsoft Planner is a task management tool within Office 365 designed for personal and team planning, featuring a card-based interface for organizing tasks and collaborating on projects. Users can create plans, assign tasks, and track progress through charts that display task statuses. Planner can be integrated into team channels for enhanced visibility and collaboration among team members.

Uploaded by

Thusharika Thilakaratne
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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WHA T IS PLA NNE R?


Microsoft Planner is a to-do app that comes with Office 365. It’s used for personal and teamwork planning,
with a simple card-based interface

Microsoft Planner allows you to create new plans, assign tasks, and share files with others as well as
organize teamwork and collaborate on projects in a simple, visual way. Collaboration means you can chat
with others to make sure you're on the same page when working on a project or team task.

C R E A T IN G T A S K S
CREA TING PLAN S Select + Add task below the
headin g of the bucke t to
s.
In Planner, every plan has a board and chart which you want to add a
flexib le way to organ ize your team’s task.
The board offers a
see who’s doing what
work, and makes it easy for you to Select Enter a task name.
and get details about any task.
, with details Type the task name.
The charts show how your plan is progressing
’s done, in progr ess, not starte d, and late.
about what Do either of the follow ing:

Press Enter to create a


task withou t a due date.
CHA RTS Select Set due date and
select a date. Then select
In Planner, use the Charts view to see Add Task to create a task
with a due date.
how your work is progressing.

PL AN NE R IN TE AM S
You can see how many tasks are
running late in the Status chart, whic
h
lists how many tasks are Not started,
In progress, Late, and Completed. You can organiz e your tasks by adding one
or more Planne r tabs to a team channe l.

When you add a plan on a chan nel tab,


you can see your
plan in conte xt of the rest of your team
files, and more . conv ersat ions,

TASKS
ASSIGN
You can get a Team s
In Planner, select Members, and then notif icatio n when a
Plann er task is assig ned
enter the name of the person you want to add. to you by anot her perso n
if your team has Plann er
a task insta lled and your plan
You can assign someone when you create a task. Add has a tab in Team s.
and then select Assign to choose a plan memb er from
name,
email
the list. If the right person isn't listed, type a name or
ne new. Your Plann er assig nmen t
address in the search box to add someo will prod uce a
You can see if one person has notif icatio n in Team s
that conta ins the task
more tasks than everyone title, who assig ned the
else. The bars on the Charts task, the plan the task
view show the number of belon gs to, and a link to
open the task detai ls in
tasks each person is assigned Team s.
in the plan, color-coded by
progress.

WHERE CAN I
USE PLANNER?

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find additional Quick Guides to get started

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