Using Microsoft Planner within Teams

Description

Microsoft Planner is a lightweight project management tool best suited for small projects and task lists. Microsoft Planner is available to all OHIO faculty, staff, and students that are a part of a Team (or channel) within Microsoft Teams.

Environment

Mac, PC, web browser, and mobile app

Solution 

Overview of Microsoft Planner

Microsoft Planner is a lightweight project management tool that can be used in tandem with Microsoft Teams. It provides a simple, visual way to organize team and project work. With Microsoft Planner, you can:

• Create project plans

• Assign tasks

• Chat about tasks

• Share files

• View charts of your team or project progress

Getting started

To access Microsoft Planner, you can either:

• Visit tasks.office.com and sign in with your OHIO ID and password, or

• Access it via your  Catmail

  1. ​​​​ Select the App launcher icon in the upper left corner 

  2. Select  All apps

  3. Select Planner

Microsoft has many resources available that will help you to get started using Planner, including:

• How to create a plan

• How to manage tasks

• How to view a plan and get updates

Using Planner in Microsoft Teams

While using Microsoft Teams, you can organize your tasks by adding one or more Planner tabs to a team channel. You can then work on your plan from within Teams or in Planner for web, remove or delete your plan, and get notified in Teams when a task is assigned to you in Planner.

Microsoft has extensive help documentation for using Planner in Teams, including how to:

• Add a Planner tab to a team channel

• Work on your plan in Teams

• Open your Teams-created plan in Planner or Teams

• Remove a Planner tab or delete a plan

• Get Planner assignment notifications in Teams

Additional resources

• Video training for Microsoft Planner

• All help & learning Microsoft resources for Planner

Outcome: You should now be able to begin using Microsoft Planner.

Get help from OIT

• Visit the  Microsoft Teams  page to create a ticket

• Visit the  Help and Resources article  for further assistance with Microsoft Teams

• Visit the  Technology Resources and Training page  for an OIT training