Introduction
Take control of your projects with Microsoft Planner
()
What you should know
()
1. Get Started with Planner
What is Planner, and who gets it?
()
Get started and create a plan
()
Create a plan for an existing group
()
2. Manage Tasks
Create new tasks for a plan
()
Assign due dates and people
()
Create recurring tasks
()
Assign non-members to a task
()
Sort tasks into buckets
()
Edit and arrange buckets
()
Edit task details
()
View tasks in Grid view
()
3. Team Collaboration
Update and view the status of tasks
()
Start conversations with team members
()
Attach files to tasks
()
Mark a plan as a favorite
()
Grant outside access to your plan
()
4. Monitor Plan Progress
Change a plan's background
()
View your progress on a plan
()
Use charts to adjust and view progress
()
Get email updates on tasks and plans
()
Export a plan to Excel
()
Delete tasks and plans
()
5. Use Planner in Teams
Launch Planner inside Teams
()
Navigate, edit, and create tasks
()
Create a new plan with a team
()
Manage plans in Teams
()
Conclusion
How to get more out of Planner
()