Tasks can be created under a specific Bucket by clicking the “ Add Task” button. Once you have your Bucket(s) created, it’s time to create Tasks to place in the Buckets. To create a Bucket, click the “ Add New Bucket” button and provide a name for the Bucket. Buckets are very much a personal preference feature. You may want to have a separate bucket for each department within an organization, each phase of a project, or each chapter of a book. The way you organize your buckets is largely dependent on your organizational style and types of projects. Plans are arranged in what is known as Buckets.īuckets are groups of similar tasks. This is also useful if the plan is to only include yourself or there are no available Teams available.įor our example, we will assign the plan to an existing group called “Finance” and name the plan “Finance System Update”.īecause Planner is a collaborative tool, everyone on the “Finance” team can contribute to the plan. Private – Only team members of the plan have access to the plan information.Public – The plan is viewable by anyone within the organization.You can set your privacy options to one of the following: If you select one of these groups, all members of the team will have access to this project. Optionally, if you want to share your plan with an existing Microsoft 365 group or Microsoft Teams team you are a member of, you can click the below button to display a list of those groups.

To start a new plan, click the New Plan button ( upper-left). The Planner Hub displays all the plans you have created as well as plans you have been added to by others.Ī plan can be thought of as a project something that needs to be done that may or may not involve smaller tasks. If you don’t see a link for Planner, click the All Apps link to display the full app subscription list.Ĭlicking the Planner link will take you to the Planner Hub. If you have logged into your Office 365 account through click the App Launcher ( upper-left) to display your app subscriptions.

Aside from the downloadable versions for iOS and Android, there is not a locally installed version of Planner for the Windows environment. NOTE: Planner is a browser-based application. Microsoft Planner can be accessed directly from the website or your Microsoft Teams desktop.

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