What is microsoft planner and how to use it

What is microsoft planner and how to use it

What if a single app could give your workplace efficiency a major boost?

It may sound too good to be true but Microsoft Planner offers all of the tools that you need to boost efficiency for both you and your staff.

Wondering how to use Microsoft Planner to achieve this kind of productivity power? Keep reading to discover the secrets!

In This Article

What Is Microsoft Planner?

Microsoft Planner is a tool within the Office 365 suite. It improves teamwork by organizing an Office 365 group or team’s tasks, files and conversations.

Planner is easily accessed through a browser, within Microsoft Teams or through a mobile app for Android and iOS.

How to use Microsoft Planner for Project Management?

Microsoft Project is the ultimate in project management tools but it is also complex and expensive.

If you are not ready to jump into full project management software, you may benefit dramatically from utilizing Microsoft Planner instead.

Planner is simple, easy to use for new users and included in the licensing for Office 365 users.

Many of the project management features required are included in Planner. Features such as progress tracking, task assignment and management and reminders are included.

Keep reading to see how your team can quickly become more productive utilizing the Microsoft Planner productivity boosts!

How to use Microsoft Planner in Microsoft Teams?

As outlined above, Microsoft Planner can provide substantial productivity gains by making it easy for your team to find project plan information.

These gains can be further increased by utilizing Planner within Microsoft Teams. You can do this easily from the Teams interface.

Navigate to Your Microsoft Team

What is microsoft planner and how to use it

Add a Microsoft Planner Tab

At the top of the Team, click the “+” plus sign to add a tab. From the list of Tabs, select Planner.

What is microsoft planner and how to use it

Name your Microsoft Planner Tab

On the next screen, give your Planner tab a name. If you have already created a plan in another channel, you can also select to re-use it.

What is microsoft planner and how to use it

Populate Your New Plan

Once you name your plan, it will take a few seconds to generate. Once created, you can immediately begin adding and assigning tasks.

What is microsoft planner and how to use it

How to Use Microsoft Planner Effectively?

We’ve come up with 8 productivity boosts to help you use Microsoft planner more effectively.

The key is to choose a project and get started. As you utilize the tool, you can expand to other features!

Without further adieu, the boosts…

Boost 1: Bucket Your List

Boost 2: The Calendar Is Your Best Friend

Boost 3: Measure Task Progress

Boost 4: Different Ways to Categorize

Boost 5: Using “Group By” the Right Way

Boost 6: Make It Visual With Charts

If we’re being honest, many of our eyes glaze over when it comes to analytics and super-detailed information. That’s why it’s important to make everything visual whenever possible.

Microsoft Planner allows you to convert many sets of data into charts. Such charts are visually appealing and make it very easy to monitor project progress.

Both supervisors and employees can use the Planner to see charts and graphs about bucket progress, completed projects, and more. The same information is presented on the side of the screen for those who would prefer scanning through lists.

Making project progress visible to all team members is a great way to help the entire team understand the big picture.

Boost 7: Microsoft Planner Integration With Office 365

Sometimes, employees are resistant to learning a new app. One of the best ways to overcome this hurdle is to integrate something new with the technology they are already familiar with.

With Microsoft Planner, you can actually integrate with Office 365. This allows you to use 365 to give project access to everyone within a certain group.

Furthermore, you can take advantage of Office 365’s own calendar and remind features. This helps keep your employees focused and on track every time they open up their e-mail.

At the end of the day, this integration helps convert wary employees to Microsoft Planner while boosting overall efficiency.

Boost 8: Connect To The Cloud

How to Use Microsoft Planner: Efficiency Now

Now you know more about how to use Microsoft Planner. But do you know who can improve the efficiency of your entire organization?

We specialize in Sharepoint, Office 365, Cloud services, and more. To see how our consulting services can transform your business, contact us today!

Don’t know which app is right for your project? The different Microsoft task management apps are designed for different project situations. Here’s how to tell which to use.

Is this a solo project or a team project? If it’s just you, use the personal task management app, To Do. You can also see tasks from To Do in the Tasks app in Teams, and in Outlook Tasks. Project and Planner are built for team projects.

Are there few deliverables and dependencies, or many? For a simpler team project, we recommend using Planner. If you need to track dependencies, costs, or more complexity, Project works best. You can use Project desktop or Project for the web. You can see your Planner tasks, both individual and team, in the Tasks app in Teams, and you also see your Project for the web projects in Teams using the Project app in Teams.

Project for the web

What is microsoft planner and how to use it

Easily collaborate on the web, tracking tasks that depend on each other

Project for the web is a cloud-based project management app that allows you to easily create and collaborate on projects, whether or not you’re a project manager. You can use three views for multiple planning options: Grid for data, Board for Kanban-style planning, and Timeline for a Gantt view to show which tasks depend on each other.

Project desktop

What is microsoft planner and how to use it

Create a standalone project plan

The Project desktop application can be great for creating a schedule where you want to organize work into phases, have dependencies between tasks, and so on, either for oneself or for publishing to a team.

Project Online

What is microsoft planner and how to use it

Track projects, portfolios, and timesheets

Project Online is a web-based application that can work for small, medium, and large businesses. Project managers can create schedules and assign tasks to resources who can then see their tasks and report time. Portfolio managers can look across all projects to see what people are working on.

Microsoft Planner

What is microsoft planner and how to use it

Quickly create plans, assign tasks, and collaborate

Planner is a light weight, mobile and web-based application that comes with most Office 365 for business subscriptions. With Planner you and your team can to create plans, assign tasks, chat about tasks, and see charts of your team’s progress. You can also use Planner from within Microsoft Teams and Microsoft SharePoint.

Microsoft To Do

What is microsoft planner and how to use it

Prioritize and complete the most important things every day

The To Do app lets you list all your tasks and sort them so you can focus on what’s important. It features a My Day list for your daily tasks and also allows you to create additional lists to organize your work, projects, groceries, and so on.

Tasks app in Teams

What is microsoft planner and how to use it

Manage individual and team tasks right in Teams

The Tasks app in Microsoft Teams brings together your individual tasks from To Do and Outlook with your team tasks from Planner so you can more efficiently cross them off your lists. Use the unique List view to change many tasks at once, and easily find and edit them. Use the Tasks app to work on To Do and Planner tasks alongside the Teams channels, chats, and apps you’re used to.

Microsoft Planner can be an amazing tool for all size businesses. It provides opportunities for an organization from small businesses to your big corporate companies. To fully benefit from this tool, it’s important to understand how to use Microsoft Planner.

What is Microsoft Planner?

Something important to remember is that this tool is not a project management tool. It is, however, a task management tool that can be used within a project management process. The Planner is a tool utilized within Microsoft Teams. It allows you to create and assign tasks to team members (and guests within teams), as well as track the progress of the tasks.

How does it help you manage your tasks in your team?

Microsoft Planner allows you to create, organize, and track tasks within individual plans. You can bring your team together on one plan while allowing them to own their individual parts. As a result, it helps you keep momentum and visibility across your organization.

Planner can be managed across multiple devices via both web access and apps on both desktop and mobile so you are always in touch with what’s happening.

By integrating Microsoft Planner with SharePoint and Teams, you can keep necessary documents, links, and other content with associated tasks so they are just a click away making your organization more efficient. When planned strategically, this ecosystem helps your organization thrive by streamlining collaboration and accountability.

How to Set Up Your Plan in Microsoft Teams:

The first thing you need to do is to add the tab. At the top menu within your team, click the plus button. Then chose Planner to add it.

Next, you will title and set up your planner.

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Just like any other tool, in order to see success in using the tool, you have to use it as intended. I mentioned earlier that this is not a project management tool but rather a task management tool. Therefore, it should be utilized as such.

There are three ways to view your Microsoft Planner. View as a board, charts, and schedule. We’ll break each one down and what the best way is to use each one.

First, utilize the board view to create and assign your tasks.

You can create what are referenced to buckets. These are like columns. You can set these up to suit your specific plan. For example, “Launch, “Structure and Housekeeping”, etc.

Once you have your buckets titled, you will then start adding your tasks in. Assign high-level tasks with due dates to specific team members. You can also add sub-tasks within the main task. Below is an example of a task with sub-tasks within a bucket.

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If priorities are something that is important in your plan, next would be to set those up. There are color-coded flags available for you to label your needs. You can also use them to label them as active, upcoming, etc. These can be used however you see fit to help you organize your tasks.

After you have your tasks all entered, assigned and have due dates determined, switch to the schedule view. This allows you to have a big picture view of all of the tasks within the plan. It shows you the tasks laid out on a calendar that you can filter to see all or specific buckets, team members, etc.

The third way to view your planner is in the chart format. This will show you the progress of your plan. It shows you overall as well as by chart. In this view, you can also break down progress by individual person.

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More Tips and Tricks

  • Attach relevant links and files to specific tasks so they can found and used easily.
  • When you add a plan, check the box to notify team members of its creation.
  • Consider organizing your tasks (using the flags) by the amount of effort instead of by priority, such as minimal, high, etc.
  • If you’re able to, utilize the desktop app version of Microsoft Teams so that you can access your Planner tab quickly.
  • Encourage team members to set their status accurately marking the task in the process when started and so on.


  • Rolf Mistelbacher
  • June 30, 2020 in Social Media & Content Marketing

Microsoft Planner is not the first tool that comes to mind when you are on the lookout for a solution to manage your social media content/posts. But if you are in an organization that runs on Office365 you might want to take a look at the tool.

One of our clients (multiple, actually) run on Office365. And even when Microsoft Planner is not out preferred tool for managing the social media marketing posts/calendar (more on that in a minute), it’s the tool that is already available for everyone to use in the organization – and that without additional costs.

To put it simply, Microsoft Planner is much like Trello, at least the core features. Instead of managing your content in Excel sheets and the surrounding discussion via email/chat, you got all in one place. You are working together in a “visual way”, with boards, lists, and cards.

Here is a simple recipe we recently implemented with a client.

For managing the weekly posting schedule, we have the following schedule.

On Monday mornings, we get on a call to discuss the postings for the week. Content is organized in 4 lists:

  • Backlog: All post ideas that come up whenever are added here
  • Planned for this week: Prior to the content planning meeting, all posts that should get published this week are added to this list
  • Draft & Review: Posts that are ready to get reviewed before they go live are moved to that list
  • Scheduled/Published: Posts that are online or scheduled in Buffer/Hootsuite

In the Monday morning meeting, we discuss the previous week’s posts before we set each card to ‘done’. This helps us to quickly share feedback and discuss how the posts from last week worked out.

Here is how we use a card in Microsoft Planner:

At the end of our weekly planning meeting, we take a look at the calendar view to make sure the weeks’ schedule looks right.

Microsoft Planner vs. Trello

The main feature I miss in Microsoft Planner is @Mentions. This is very needed in day to day operations to notify people directly to get feedback on posts. You can assign multiple people to a post, but that means that all of them get notified. @Mentions are an often requested feature.

Apart from that, Trello is way more extensible with its “Power-Ups“. But as said in the intro to this post, the reason why you choose Planner is driven by its availability in your organization, and not based on a feature comparison with other tools.

Onboarding external users (freelancers, agencies, …) is easier with Trello. Getting external staff into your Microsoft organization is possible, but a bit more of a hassle.


If you are already using the Microsoft platform and look for an easy to adopt the tool for simple content management, Planner is the tool you might want to adopt.

If you are using Microsoft Teams, Planner can be perfectly integrated into your day to day discussions. Microsoft Planner is also available as a stand-alone mobile app and can be accessed via in any browser.

It does lack many of the advanced features Trello, Asana, or other tools in that category bring along. What all these tools have in common (incl. Planner) is that you cant publish directly to your social media channels. They are project/task management tools, and using them for organizing content is just one of the thousands of use cases.

Hand-picked related content:

I would like to kindly ask you about the use of Planner in MS Teams. I found out that it is possible to add a Planner in a team, in a public channel but not in a private channel? Why is it so?

I have started organising MS Teams as reccomended by Microsoft following our Organisation scheme, Projects scheme, Products scheme and Crossfunctional entitties and within these teams I have created channels. Some public, some private. But then I founded out that I cannot use Planner in private channel.

Can you please explain? To me it is not logical and very sad it cannot be used there.

Thank you very much for your answer.

Have a good and safe day.

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Replies (6) 

Currently, private channels support connectors and tabs (except Stream, Planner, and Forms). We’re working on full apps support for private channels, including messaging extensions and bots.

A workaround is possible:

1. Go to Planner on the Web
2. Create a ‘New Plan”
3. Give it a Name and select “Private”
4. Add Members that are in the private Channel
5. Copy the link of the Plan
6. Go to your private channel in Teams
7. Add a new tab
8. Select Website
9. Paste the link of the created Plan

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Based on Microsoft official document, it is not available to add a Planner tab to a private channel in Teams. When you create a plan, an Office 365 group is created to support your plan, so this is why we cannot add a planner tab to create task in private channels. I’m sorry for the inconvenience.

If you’d like this feature to meet your requirement, we recommend you kindly give your feedback and share your experience via our UserVoice Service. Every customer’s voice is important to us. The related engineers will design or upgrade features referring to customers’ feedback and your ideas will help us to make our product and features better for you.

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A project management tool, Microsoft Planner is similar to free or paid services like Trello or Asana. Built right into Office 365, Planner can help you reduce the chaos at work and improve your workflow. Here’s how.

  • Create categories for different tasks in Planner with “buckets”
  • Track tasks in Planner by setting progress, dates, adding details on cards, and more
  • Use filters or group by feature to help you pick out tasks that matter
  • Try out charts to get an analytical look at your progress

If your workplace or business is subscribed to Microsoft Office 365, there are many great tools that you can leverage to improve your efficiency. We’ve already touched on some of these, including Teams, Outlook, OneDrive, as well as OneNote. Now, however, it’s time to turn our attention towards Microsoft Planner.

A project management tool, Planner is similar to free or paid services Trello or Asana. It comes at no extra cost and is built right into Office 365, and can help your organization keep track of important tasks and improve workflows. Here’s more on how we use it at OnMSFT, and a guide for how you can also use it in your own workplace.

Create categories for different tasks with “buckets”

At the heart of the Planner experience are some things known as the “plan,” “buckets” and “boards.” First off, a board is what is home to your plan, or list of tasks. Once you create a plan under Planner with the (+) button on the sidebar, you’ll have a new board. You can then create different “buckets,” within the board for organizing various types of tasks.

You can do this by pressing on the “Add new bucket” link at the top of the board. Here at OnMSFT, we use Planner for tracking our news coverage. We also have different boards for our other types of coverage, including Office 365, and How-Tos. Typically, we also have buckets for Story Ideas, News Stories, DIBS, as well as a special bucket for editors to mark off completed stories.

Once you’ve added a bucket, there’s a separate (+) button underneath the name of the bucket. This will allow you to create a new task card and set a due date, or assign it to a team member. We have more on that below.

What is microsoft planner and how to use itA look at a sample board in microsoft planner

Track tasks by setting progress, dates, adding details on cards, and more

There are many ways you can leverage task cards in Planner to your productivity advantage. You can use the drop-down menu to move it to various buckets, change its progress, and set the start date and due date. You also can type a description to let your colleagues know what you’re working. on. For simplicity’s sake, there’s even a checklist, which can help track the progress of whatever has been assigned.

Even better, there’s also an “Add attachment” button which you can use to insert files or links that will be visible on the card itself. We often use this feature here at OnMSFT to share links to sources for any articles we’re writing about.

In addition, there are different colored “labels” which run along the side of each task cards. A total of six are available, and you can customize the name for each one. This will make stick a color label to the side of the card, and help make for a visual cue on what the card signifies. For us here at OnMSFT, we use “high priority” and “low priority” labels.

What is microsoft planner and how to use itA sample card in microsoft planner

Use filters or group by feature to help you pick out what matters

As you add more and more tasks and bucket lists to planner, it might become hard to track what’s going on. Luckily, there is a filter feature that can help. Available on the top right-hand side of the window, this will let you filter out assignments based on your name only — or the name of your coworker.

As an alternative, you also can use the “Group by” feature to switch up the look of the bucket lists. This will allow you to group by the person the task is assigned to, by the progress, or by due dates and labels.

The “assigned to” option under group by

Try out charts to get an analytical look at your progress

The planner can get messy at times, and (as a boss or manager) you might not always get to see what’s being worked on, and who is on what specific task. Luckily, Microsoft has a neat little feature built into Planner that can help.

From the top menu bar, next to the name of the Plan, you’ll see an icon that looks like a graph. If you click this, it will switch you into a chart mode. You can see the total status of plans, and more details on what tasks have been started, in progress, late, or completed. You also can see the number of tasks per bucket, and the number of tasks per members. A list is also viewable on the side, with all available bucket items.

A similar feature is also available for anyone in the team to visually see their tasks across all plans and buckets. Just click on the circle icon on the left sidebar to trigger an overview page. You’ll get a visual view of how many tasks you have left, and more.

What is microsoft planner and how to use itCharts in planner

How will you use Planner?

As you can see, Planner is a very powerful tool. There’s more than one way you can use it to eliminate the chaos and better manage the tasks in your workplace environment. It’s built right into Office 365, and you can get everything you need to manage your team without having to worry about having to switch between different services or apps. Do you think you’ll use Planner in your company? Let us know in the comments below.

What is microsoft planner and how to use it

How to Get the Most Microsoft Planner: Best Practices Overview & Tips

Microsoft Planner is an easy-to-use and extremely visual way to organize teamwork. Planner makes it easy for teams to create new plans, organize and assign tasks, share files, chat about their work, and get updates on progress.

To help you embrace more of the Planner’s capabilities, we’re sharing a number of best practices that we’ve collected over the past years.

1. Prioritize your tasks into buckets. Also, keeping the number of buckets low can make it easier to keep track of what needs to get done right away.
How-to: after you have created your first Plan (top left pane: + New Plan), you can also create sub-categories – they will bucket various tasks in your project. If you work in a team, speak with your team members to create a set of buckets that make the most sense to your project and the workflow.

2. Apply the due date and calendar functionality. These do a great job of helping stay on top of deadlines and keep track of the overall schedule. There’s also a Planner mobile app, so you can synchronize the Planner calendar to Outlook and gain mobile access to your calendar of choice.
Furthermore, always assign a task owner for it to be included in the overall progress picture. And by setting a start/end and status for the task, the task owner will be aware when a task is overdue.

3. Consider organizing by the amount of effort instead of a priority.
For example, categories like “quick tasks,” “medium effort,” and “high effort/strategic” might be quite helpful depending on the time constraints. Also, the Planner’s click-and-drag functionality makes it very easy to rearrange tasks closer to the top.

4. Add project portfolio management functionality. Managing your work and projects in Planner, you still need the “big picture” and cross-project visibility, which is not possible within the standard Planner toolset. Try PPM Express – for now, it is the only PPM app that provides Microsoft Planner portfolio capabilities.

5. Try a desktop app. To make your Planner look like a desktop app, take advantage of Chrome’s “Add to Desktop” functionality – this will allow you to pin Planner to your taskbar.

6. Employ the Office 365 integration. One of the most significant Planner advantages is its integration with the rest of Office 365. For instance, everyone given access to a Group will get access to the plan as well.

7. Add plans as a tab within Microsoft Teams. Teams and Planner work pretty great together since you can have general work discussions within the team, but keep a conversation about a single item just among those working on it.

8. Keep it visual. Microsoft Planner allows creating charts for your team’s tasks. It keeps everyone informed about which tasks are in progress, not started, late, or complete.

9. Create rules for labels. As your Plan grows bigger, you will find it helpful to start using labels to help you quickly identify certain tasks. Color coding your labels is a common practice – use them for different task owners, priorities, or types.

10. Make use of the attachments feature. You can attach files uploaded from your desktop, from OneDrive, or use the URL links. It keeps your documents organized and ensures you’ll be able to access them from the Cloud anytime, as well as helps your team members instantly locate the information they need for the project.

Overall, Microsoft Planner is a lightweight project management tool that can serve as an excellent solution to many of the operational processes that companies go through daily. To extend its capabilities, even more, use FluentPro’s Power BI reports packs for Microsoft Planner to visualize portfolio data and build or update project dashboards quickly and easily. Power BI opens up a whole new world of reporting to Office Planner users so they can build project dashboards and reports for Office 365 Planner in a matter of seconds, using dozens of charts and components that display real-time project data. And as importantly, users can instantly adjust dashboards to address changing requirements without waiting for IT or report developers!

If you have any questions, please leave your comments below. For more details or a demo, please contact the FluentPro sales team.

Among the long list of applications provided by Microsoft, we would like to consider the Planner as a game-changer. It is one of the most underused software solutions by most businesses. Even after getting a Microsoft 365 subscription, many businesses are still not exploiting the potential of these productivity tools to the maximum. Here we are trying to explain how businesses and organizations can make the most of Microsoft Planner. Knowing how to use Microsoft planner gives your workforce a lot of advantages when it comes to handling tasks, and getting work done effortlessly. Being a to-do app that is bundled with Microsoft 365, the Planner helps you to create tasks, assign them to your team members and keep checking progress easily.

How Planner Can Make A Difference

Creating tasks and assigning it to team members is a continuous process inside all organizations and businesses. How many of you are doing it in a systematic and organized manner? You can change this anytime with Microsoft Planner. The biggest difference Microsoft Planner brings to an organization when compared to other to-do apps is that it is team focused. This different approach helps you to achieve more productivity and control on your team, especially when you are processing a complex task with a specialized team. How to use Microsoft Planner effectively? The easiest and effective way to use Planner now is from Microsoft Teams. You do not need to switch applications to manage your tasks in Planner now. Let us see what you can do with Planner in Microsoft Teams.

What Are the Things You Can Do with Planner

To start creating tasks, assigning it to your team members, and keep checking progress from Microsoft Teams, you need to create a team first. You can also go with an already existing team if you wish. After creating the team, you need to add members to it and add the Planner app as a tab to the team. Here is the step by step instructions you need to follow to learn how to use Microsoft Planner in Teams effectively.

  • Go to Microsoft Teams and click on Teams option in the left sidebar.
  • Choose Join or create a team from the bottom.

What is microsoft planner and how to use it

  • Click on Create team button and choose From scratch.

What is microsoft planner and how to use it

  • You can also choose From a group or team if you prefer.
  • Make it a public group by clicking on Public option in the next window.

What is microsoft planner and how to use it

  • Give the group an appropriate name and description and click Create.

What is microsoft planner and how to use it

  • Add team members to the team and assign them appropriate roles.

What is microsoft planner and how to use it

  • Go to the general tab and click on the + icon on the tabs and choose Planner app.

What is microsoft planner and how to use it

  • Give an appropriate name to the plan you wish to create and click Save.

What is microsoft planner and how to use it

  • You can also choose an existing plan.
  • You can also choose Post to the channel about this tab option so everyone will know about it and will be able to access it easily.
  • The next step is to go to the planner tab by clicking on it and create buckets to group tasks effectively.

What is microsoft planner and how to use it

  • We are creating 3 buckets here Proposed projects, Live projects, and Follow-up projects.
  • Once you have created buckets to logically group all your tasks related to weekly projects, you can now add tasks.

What is microsoft planner and how to use it

How to Use Planner to Keep Your Tasks Organized

You can now add enough tasks under each bucket. You can add any number of tasks, small or big. This will let you keep all your tasks related processes organized and easy to track. Here are a few things you need to know to keep your tasks organized with Microsoft Planner.

  • Assign labels to each task to define priority. You can also define these labels to make them more effective.
  • You can click on the ellipses at the top of each task to access options like Copy task, Copy link to the task, Move task, Delete, etc.
  • Click on the task to get a detailed view of all information regarding it.
  • From there you can edit and update all details regarding the task such as progress, priority, start and due date, notes, attachments, checklists, comments, etc.
  • You can also try different views to analyse and review each task and buckets perfectly.
  • Check, List, Schedule, and Board views have their highlights.
  • The schedule view even allows you to create tasks from the plus icon next to each icon in the calendar.
  • There are also ample filter options at the top which allows you to filter tasks based on priority, date, user, label, etc.
  • We have already grouped the tasks in buckets, but we can also group the tasks by progress, due date, assigned to, priority, and labels, by using the Group by option at the top.

This is basically how you can access Planner from Microsoft Teams and use it effectively. We will be doing a blog to show you how to use Microsoft Planner from outside Microsoft Teams soon. Stay tuned!

Have a good day.

What is microsoft planner and how to use it

Written by Alex K Joseph

Alex Joseph is a Digital Marketing Strategist with explicit knowledge in Content Marketing and Microsoft Technologies. A writer by day, Alex is a night owl and a DIYer. Alex’s theory is to make businesses achieve success with modern solutions and smart exploitation of resources.

Microsoft announced this week that Microsoft Planner is now generally available, and all users with eligible Office 365 subscriptions will automatically see the Planner tile appear in the Office 365 app launcher when it is available for them to use. Read more

While there is lot of information beginning start circulating on the Internet, we decided to get the key information to you.

What is Microsoft Planner?

Microsoft Planner is a simple, light weight Work Management Application, that Microsoft is offering as part of their Office 365 subscriptions. Planner lets you organize projects, share files, assign tasks, and chat with other collaborators.

With its Project Boards, tasks, and buckets, Planner seems to directly compete with tools like Trello, Asana and so on.

The key advantage of Microsoft Planner, though, is its integration with other Microsoft products like Outlook, OneNote and SharePoint.

What is microsoft planner and how to use it

How do I get Planner/Where Can I download Planner?

Planner is part of Microsoft’s Office 365 suite of products, and hence cloud based. It is being rolled out currently by Microsoft themselves to the eligible customers, who include Office 365 Enterprise E1–E5, Business Essentials, Premium and Education subscription plans.

You cannot download Microsoft Planner as a desktop app.

What is microsoft planner and how to use it

Does Planner integrate with Microsoft Project Online?

No. Planner is currently a separate product and has no connections to Microsoft Project Online.

Are there any mobile apps for Microsoft Planner?

Currently no. However, the apps are under development, per the Office 365 Roadmap . The Apps will be available for iOS and Android and will be available as a Windows Universal App.

We have Office 365, but we do not want an automatic roll-out of Microsoft Planner. What do we do?

Planner is enabled by default, but you may need to control which users you want to assign Microsoft Planner licenses to. For example, your organization may not be ready to begin using Planner, and you need to temporarily remove access to some or all of your users until you are ready. To do this, you can assign or remove licenses either through the Office 365 admin center or though Office 365 PowerShell.

You can also see How to use Office 365 PowerShell to manage Microsoft Planner licenses for more information and to see sample PowerShell scripts for Planner license management.

How do I provide feedback to the Planner team?

Please use the Planner Uservoice to provide feedback directly to the Microsoft product team for Planner.


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