Knowledge Library

Using Microsoft Planner

With Planner on your PC, Mac, or mobile device, you are able to:

– Create new plans, assign tasks, and share files with others.

-Organize teamwork and collaborate on projects in a simple, visual way.

-Chat with others to make sure you’re on the same page

-Keep track of your team’s progress and stay on top of your work—from anywhere, on any device.

Set Up Microsoft Planner with Microsoft Teams

1. On your teams channel, select “+” to add a new tab

2.Select “Planner” icon to add Microsoft Planner as a new tab on your channel

3.Select “Create a new plan” to name your plan. Your plan name will show up as your tab name

4.Click “Save” to complete set up

Create and Manage Tasks

Add tasks to a plan

1.A new plan starts with a “To do” heading, but established plans might have named buckets instead.

2.Select “Enter a task name”.

3.Type the task name.

4.Do either of the following:

-Press “Enter” to create a task without a due date.
-Select “Set due date” and select a date. Then select Add Task to create a task with a due date.

5.After you add people and tasks to your plan, you can assign people to tasks.

Add an attachment to a task

1.Select the task to open the task window.

2.Select “Add attachment”.

3.Select File to attach a locally stored file, select “Link” to include a link, or select “SharePoint” to attach a file from a SharePoint site.

4.Navigate to and select the file you want to attach, or enter the link information.

• *Note: When attaching a file, you can upload the file to OneDrive for the plan, or you can browse to find it if you’ve already uploaded it. If your file isn’t located on OneDrive for the plan, you can add a link to it instead.
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• *Note: The first time you attach a file, photo, or link to a task, that attachment becomes the task’s preview picture. It’s shown on the Board, and offers a quick way to identify the task and get to work.
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Change the task grouping

1.Select “Group by” near the upper-right corner of the plan board.
2.Select available options of your preference

• *Note: You are able to move your existing tasks around like cards. For example, if your status of your task is “Not Started”, you can simply drag the task to “In Progress” to change its status.
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