MS Planner makes it easy for your to organize tasks and stay up-to-date on progress

What is MS Planner?

A hub for team members to create plans, organize, and assign tasks to different member. It also provides a centralized place where to track status, share files while giving visibility to the whole team.

Your co-workers are using this app to:

  • Track project progress
  • Assign detailed tasks to team members
  • Keep track of individual to-dos
  • Collect feedback on projects and communication
  • Create short targeted polls

Tip of the Day

Creating a new plan
Advanced Tip: Add plan to Teams Channel
Learn More about Planner: Watch the video

Creating a new plan

  1. Access Office.com.
    You might need to sign in with your Town of Chapel Hill account.
  2. Open the Planner App.
  3. Select New Plan
  4. Enter a name for your plan
  5. Add plan to existing Teams group (optional)
    You can link your plan to an existing Team.

    Why should I link my plan to an existing Team?

    Office 365 applications allows for deeper communications and collaboration without having to manage everything through emails.

    Your co-workers are using this integration to:

    • Manage projects and assign tasks to team members
    • Allow colleagues and supervisor(s)/manager(s) more insight into completed and assigned to-dos

    To add a group for your plan

    1. Select the + Choose a group for your plan
    2. Choose a group for your plan.
  6. Select Create Plan.

Add plan to Teams Channel

  1. Open your Teams app.
  2. Navigate to the desired Teams Channel
  3. Select the + icon from the channel menu bar
  4. From the Add a Tab menu, select Planner icon.
  5. Select Use an existing plan from this Team.
  6. Use the drop-down arrow to select the plan.
  7. Click the Save button.
    The tab will now appear in your Teams Channel.

More information about Planner

Watch the Microsoft training quick start video for Planner.

Learn how to:

  1. Create new plans, assign tasks, and share files with others.
  2. Organize teamwork and collaborate on projects in a simple, visual way.
  3. Chat with others to make sure you're on the same page.
  4. Keep track of your team's progress and stay on top of your work — from anywhere, on any device.