Planner Training

Learn the Interface

To get the most out of Planner Online, you'll need to familiarize yourself with its interface and how to access the application. Learn more about Microsoft Planner and its features. 

• Sign in to Microsoft Planner

Getting Started with Planner

When you begin using Microsoft Planner, you will need to set-up a plan for your team or department, which will serve as the place to manage and complete your tasks.

• Create a Plan in Planner
• Manage Tasks
• View Plan and Get Updates in Planner

Using Planner to Manage Your Tasks

Planner is a versatile application to manage the work that you and your team collaborate on. The following resources are useful for configuring Planner to fit your team's workflows.

• Create Buckets to Sort Your Tasks
• Add People to Your Plans
• Copy a Plan
• Delete a Task or Plan

Task Progress and Analytics

• Set and Update Task Progress
• View Charts of your Plan's Progress
• Use Schedule View (Calendar) in Microsoft Planner

Integrating Planner into Microsoft Teams and Outlook

Does your team utilize Microsoft Teams or Outlook for communication and collaboration? You can integrate Planner into the applications that you use every day to manage work where it occurs.

• Use Planner in Microsoft Teams
• Planner Notifications in Teams
• See Your Planner Schedule in Outlook Calendar

Using Planner on Your Mobile Devices

Planner is an application that can be utilized on the Web or Teams but on Android and iOS mobile devices as well.

• Use the Planner for iOS App
• Use the Planner for Android App