Create a plan in Microsoft Planner

Sign in to Planner, and you'll see a plan for each of your Office 365 Groups.

To get started, you can:

  1. Select a plan under Favorite plans or All plans.


  2. Start a new plan by choosing New plan.

Choose a plan or click New plan

If you choose to start a new plan:

  1. Name your plan.

  2. Choose whether to create a new group or add your plan to an existing group:

    • Create a new group:    If you want to create a new group, go to step 3. Creating a plan also creates a new Office 365 Group.

      Office 365 groups make it easy for you and the people you're working with to collaborate not only in Planner, but also in OneNote, Outlook, OneDrive, and more.

    • Add to an existing group:   

      1. Select Add to an existing Office 365 Group.

      2. On the Choose a group page, either search for or select a group from the list.

        Select Choose Group.

  3. Choose who can see your plan.

  4. Select Options to add a description.

  5. Select Create plan.

Screen shot of the Planner New plan dialog box showing callouts for 1 name entered "Sales pipeline", 2 option to "Add to an existing Office 365 Group", 3 Privacy options, and 4 Options drop-down.

Screen shot of the Choose a group dialog box

Note: What's the difference between "public" and "private"? Public plans are visible by everyone in your organization. Private plans are only visible by people you've added to the plan. When people in your organization search for plans, only public plans come up in search results. Remember that when you make a plan public or private, you also make the Office 365 Group public or private. Learn more.

What should I do next?

After you've created a plan, you can add tasks to list the work that needs to get done.

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