Planner Quick Start

View plan and get updates

View plan and get updates in Planner

View your plan's progress

In Planner, every plan has a board and charts.

  • The board offers a flexible way to organize your team’s work, and makes it easy for you to see who’s doing what and get details about any task.

  • The charts show how your plan is progressing, with details about what’s done, in progress, not started, and late.

Select Board or Charts at the top of the Planner window to switch between them.

View your plan's progress

Get email about tasks and due dates

You'll automatically receive email notifications when tasks are assigned to you, and when they're due. If you want to turn these on or off, do the following:

  1. Select the settings button Settings icon near the top right of the screen and then choose Notifications.

  2. In the Notifications dialog box, you have the following options:

    • Someone assigns a task to you

    • A task assigned to me is late, due today, or due in the next 7 days

  3. Choose Save.

Note: You can also receive group email notifications and notifications from your Planner mobile app. See more on how to stay on top of tasks and plans with email and notifications.

Planner notifications settings box
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