Use Planner

Create a plan with Planner in Teams

Your browser does not support video. Install Microsoft Silverlight, Adobe Flash Player, or Internet Explorer 9.

Try it!

If you're using Microsoft Teams, 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.

  1. In a channel, select +.

  2. Select Planner.

  3. Create a plan and then select Save.

    • Select Create a new plan and enter a Tab Name, or

    • Select Use an existing plan and select a plan from the Existing plans drop-down.

  4. Create buckets.

    • Select Add new bucket and enter a name.

  5. Add and assign tasks.

    • Select + to create a task and enter a name.

    • Select Set due date and select a date.

    • Select Assign and choose who to assign it to.

    • Select Add Task.

  6. Add a Description and Checklist.

    • Select the task, enter a Description, and select Show on card.

    • Under Checklist, select Add an item, and type the item.

    • Click anywhere outside the task to close it.

  7. Update a task.

    • Select the task and edit it.

  8. Group tasks.

    • Select Group by Bucket, and then select an option from the drop-down.

      Select Progress to drag tasks from Not started to In progress, or from In progress to Completed.

  9. Chart progress.

    • Select Charts.

Want more?

Create a plan in Microsoft Planner

Use Planner in Microsoft Teams

Expand your Office skills
Explore training
Get new features first
Join Office Insiders

Was this information helpful?

Thank you for your feedback!

Thank you for your feedback! It sounds like it might be helpful to connect you to one of our Office support agents.

×