Microsoft Planner can be accessed directly from the Office.com website or your Microsoft Teams desktop.
NOTE: Planner is a browser-based application. Aside from the downloadable versions for iOS and Android, there is not a locally installed version of Planner for the Windows environment. Scan one of the QR Codes below to be taken directly to the Planner app download for your device.
If you have logged into your Office 365 account through Office.com click the App Launcher (upper-left) to display your app subscriptions.
If you don’t see a link for Planner, click the All Apps link to display the full app subscription list.
Clicking the Planner link will take you to the Planner Hub.
The Planner Hub displays all the plans you have created as well as plans you have been added to by others.
A plan can be thought of as a project; something that needs to be done that may or may not involve smaller tasks.
Starting a New Plan
To start a new plan, click the New Plan button (upper-left).
Give the plan a name.
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.
If you select one of these groups, all members of the team will have access to this project.
Setting Your Privacy Options
You can set your privacy options to one of the following:
- Public – The plan is viewable by anyone within the organization.
- Private – Only team members of the plan have access to the plan information. This is also useful if the plan is to only include yourself or there are no available Teams available.
For our example, we will assign the plan to an existing group called “Finance” and name the plan “Finance System Update”.
Because Planner is a collaborative tool, everyone on the “Finance” team can contribute to the plan.