Create a plan in Planner

Create a new plan

  1. Select New plan in the left pane.

  2. In the New Plan window:

    • Type a name for the plan.

      Planner creates an email address for your plan automatically. You can use it for discussions with all plan members.

    • Make the plan public if you want it to be visible to the rest of your organization and in search results, or make it private if you want only plan members to see it.

    • Select a Classification level for your plan: Confidential, Highly Confidential, or General.

    • To enter a unique description for the plan, select Options and type in what you want.

    • Select Subscribe new members to notifications emails if you'd like new plan members to get updates when changes are made.

  3. Select Create Plan.

Creating a plan also creates a new Office 365 Group, making it easy for you and the people you're working with to collaborate not only in Planner, but also in OneNote, Outlook, SharePoint, and other apps. The plan email address that Planner creates goes to Outlook Group Conversations.

Note: When you make a plan public or private, you also make the Office 365 Group public or private. Learn more.

Screenshot of the New Plan window.

Add people to a plan

  1. Select Members (or Add Members, in a new plan) in the upper-right corner of the Planner window.

  2. Begin typing the name or email address of a person within your organization that you want to add to the plan.

  3. Select the person's card when it appears.

Note: Want to add people outside of your organization to a plan? This is in development and not yet available in Planner. For more information on features currently in development, please see the Office 365 Roadmap.

After you add people and tasks to your plan, you can assign people to tasks.

Screenshot of the Members list when entering the name of a new plan member.

Set up buckets for tasks

Create buckets to organize tasks into things like workstreams, project phases, or topics.

  1. Display the plan board.

  2. Select Add new bucket to the right of any existing buckets.

  3. Type a name for the bucket, and then press Enter.

Don't see Add new bucket? The board might be grouped by something else.

Change the task grouping

  1. Select Group by near the upper-right corner of the plan board.

  2. Select Bucket.

Want to change a bucket name? Select a bucket name to make changes. You can even rename the To Do bucket to something that you might find more useful!

Add a bucket

Bucket

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