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Use a screen reader to create a plan and add buckets in Planner

Use a screen reader to create a plan and add buckets in Planner

Read out loud symbol with the label Screen reader content. This topic is about using a screen reader with Office

This article is for people with visual impairments who use a screen reader program with the Office products and is part of the Office Accessibility content set. For more general help, see Office Support home.

Use Microsoft Planner with your keyboard and a screen reader to create plans, add people to plans, and add buckets to sort tasks. We have tested it with Narrator, but it might work with other screen readers as long as they follow common accessibility standards and techniques.

Notes: 

  • New Office 365 features are released gradually to Office 365 subscribers, so your app might not have these features yet. To learn how you can get new features faster, join the Office Insider program.

  • To learn more about screen readers, go to How screen readers work with Microsoft Office.

  • When you use Planner, we recommend that you use Microsoft Edge as your web browser. Because Planner runs in your web browser, the keyboard shortcuts are different from those in the desktop program. For example, you’ll use Ctrl+F6 instead of F6 for jumping in and out of the commands. Also, common shortcuts like F1 (Help) and Ctrl+O (Open) apply to the web browser – not Planner.

In this topic

Create a plan

  1. After you sign in to Planner, the focus is in the Planner Hub view, and your screen reader announces the name and confidentiality of the first plan on the list. Press Shift+Tab until you hear "New plan," and press Enter. You hear: "New plan dialog."

  2. Type a name for your plan.

  3. Do one of the following:

    • If you want to add your plan to an existing Office 365 Group, press the Tab key. You hear: "Add to an existing Office 365 Group." Press Enter and continue from step 4.

    • If you want to create a new group with your plan, continue from step 6.

  4. Press the Tab key until you hear the name of the first group in the list, and use the Down and Up arrow keys to browse the list. Press Spacebar to select the current group.

    Tip: To filter the list of groups before browsing it, press the Tab key until you hear "Group search box," and type at least part of the name of the group you want. Then press the Tab key until you reach the search results, and find the one you want using the Down and Up arrow keys.

  5. Press the Tab key until you hear "Choose Group, button," and press Enter.

  6. Press the Tab key until you hear "Create plan, button," and press Enter. After Planner has finished creating the plan, the focus is in the board view, and you hear: "Enter a task name." To learn more about creating tasks, go to Use a screen reader to create and update tasks in Planner.

Delete a plan

Note: You must be the owner of a plan to be able to delete it.

  1. After you sign in to Planner, the focus is in the Planner Hub view, and your screen reader announces the name and confidentiality of the first plan on the list. Press the Tab key until you find the plan you want to delete, and press Enter. The focus moves to the board view.

  2. Press Shift+Tab until you hear "More, button," and press Enter.

  3. Press the Down arrow key until you hear "Plan settings," and press Enter.

  4. Press the Tab key until you hear "Delete this plan, button," and press Enter.

  5. Press the Tab key until you hear "Unchecked, I understand that this plan and all of its tasks will be permanently deleted," and press Spacebar.

  6. Press the Tab key until you hear "Delete, button," and press Enter. The focus returns to the Planner Hub view.

Add people to a plan

Each member you add receives an email notification that they've been added to your plan.

  1. After you sign in to Planner, the focus is in the Planner Hub view, and your screen reader announces the name and confidentiality of the first plan on the list. Press the Tab key until you find the plan you want to work with, and press Enter. The focus moves to the board view.

    Note: If you don't find the plan you want in the list, you can change it to show all plans instead of only recently opened plans. Press Shift+Tab until you hear "All plans tab item" or "Recent plans tab item," depending on which one you want to use, and press Enter.

  2. Press Shift+Tab until you hear "Members of the plan," and press Enter. You hear: "Editable combo box."

  3. Type the name of the person you want to add. When you stop typing for a moment, your screen reader announces the first matching name and how many matches there are. Press the Down arrow key until you find the right person, and then press Enter to add them.

  4. If you want to add more people, repeat step 3. If not, press Esc to return to the board.

Add buckets to a plan

You can sort tasks into buckets to help break things up into phases, types of work, departments, or whatever makes the most sense for your plan.

  1. After you sign in to Planner, the focus is in the Planner Hub view, and your screen reader announces the name and confidentiality of the first plan on the list. Press the Tab key until you find the plan you want to work with, and press Enter. The focus moves to the board view.

  2. To check that the board is showing the buckets, press Shift+Tab until you hear "Group by menu, current grouping is by bucket." If some other grouping is used, press Enter to open the menu, press the Down or Up arrow key until you hear "Bucket," and press Enter to select it.

  3. Press the Tab key until you hear "Add new bucket," and press Enter.

  4. Type a name for the new bucket and press Enter.

See also

Use a screen reader to create and update tasks in Planner

Use a screen reader to sort and order tasks on a board in Planner

Keyboard shortcuts in Microsoft Planner

Set up your device to work with accessibility in Office 365

Use a screen reader to explore and navigate Microsoft Planner

Use Planner for iOS with VoiceOver, the built-in iOS screen reader, to create plans, add people to plans, and add buckets to sort tasks.

Notes: 

  • New Office 365 features are released gradually to Office 365 subscribers, so your app might not have these features yet. To learn how you can get new features faster, join the Office Insider program.

  • This topic assumes that you are using the built-in iOS screen reader, VoiceOver. To learn more about using VoiceOver, visit Apple accessibility.

In this topic

Create a plan

  1. In the Planner Hub view, swipe right until you reach the New plan button, and double-tap the screen.

  2. Type a name for your plan using the on-screen keyboard.

  3. Swipe left until you reach the Create button, and double-tap the screen.

  4. Swipe left until you reach the Skip button, and double-tap the screen. The plan is created and the focus moves to the plan view.

Delete a plan

You cannot delete a plan using Planner for iOS. If you need to delete a plan, use the Planner web app. For more information, refer to the "Delete a plan" section in Use a screen reader to create a plan and add buckets in Planner.

Add people to a plan

Each member you add receives an email notification that they've been added to your plan.

  1. In the Planner Hub view, swipe right until VoiceOver announces the name of the first plan. Keep swiping right until you find the plan you want to work with, and double-tap the screen. The focus moves to the plan view.

    Note: If you don't find the plan you want in the list, swipe right until you hear "See all plans," and double-tap the screen. You can either type the name of the plan in the search field, or swipe right until you find the plan you want to work with. Double-tap the screen to open the currently selected plan.

  2. Swipe right or left until you hear "Plan options," and double-tap the screen.

  3. Swipe right until you hear "Members," and double-tap the screen.

  4. Swipe right until you hear "Add members," and double-tap the screen.

  5. Type the name of the person you want to add using the on-screen keyboard. Planner lists the search results below the search field.

  6. Slide your finger around the top half of the screen until VoiceOver announces one of the search results, swipe right or left until you find the right person among the search results, and then double-tap the screen. You hear the person's name, followed by "Added."

  7. Swipe left until you hear "Done," and double-tap the screen to return to the Members view. You hear: "Close."

  8. If you want to add more people, repeat steps 4-7. If not, double-tap the screen to return to the plan view.

Add buckets to a plan

You can sort tasks into buckets to help break things up into phases, types of work, departments, or whatever makes the most sense for your plan.

  1. In the Planner Hub view, swipe right until VoiceOver announces the name of the first plan. Keep swiping right until you find the plan you want to work with, and double-tap the screen. The focus moves to the plan view.

    Note: If you don't find the plan you want in the list, swipe right until you hear "See all plans," and double-tap the screen. You can either type the name of the plan in the search field, or swipe right until you find the plan you want to work with. Double-tap the screen to open the currently selected plan.

  2. To make sure the plan view is showing the buckets, swipe right or left until you hear "Group by," and double-tap the screen. Swipe right until you hear "Bucket," and double-tap the screen.

  3. Swipe right until you hear "Add new bucket," and double-tap the screen.

  4. Type a name for the new bucket using the on-screen keyboard. To finish, navigate to and select the Done button in the bottom right corner of the on-screen keyboard.

See also

Use a screen reader to create and update tasks in Planner

Use a screen reader to sort and order tasks on a board in Planner

Set up your device to work with accessibility in Office 365

Use a screen reader to explore and navigate Microsoft Planner

Use Planner for Android with TalkBack, the built-in Android screen reader, to create plans, add people to plans, and add buckets to sort tasks.

Notes: 

  • New Office 365 features are released gradually to Office 365 subscribers, so your app might not have these features yet. To learn how you can get new features faster, join the Office Insider program.

  • This topic assumes that you are using the built-in Android screen reader, TalkBack. To learn more about using TalkBack, go to Android accessibility.

In this topic

Create a plan

  1. In the Planner Hub view, swipe right until you reach the Create new plan button, and double-tap the screen.

  2. Type a name for your plan using the on-screen keyboard.

  3. Swipe down-then-left to close the on-screen keyboard, swipe left or right until you reach the Create button, and double-tap the screen.

  4. Swipe left until you reach the Skip button, and double-tap the screen. The plan is created and the focus moves to the plan view.

Delete a plan

You cannot delete a plan using Planner for Android. If you need to delete a plan, use the Planner web app. For more information, refer to the "Delete a plan" section in Use a screen reader to create a plan and add buckets in Planner.

Add people to a plan

Each member you add receives an email notification that they've been added to your plan.

  1. In the Planner Hub view, swipe right until TalkBack announces the name of the first plan. Keep swiping right until you find the plan you want to work with, and double-tap the screen. The focus moves to the plan view.

    Note: If you don't find the plan you want in the list, swipe right until you hear "See all plans," and double-tap the screen. You can either type the name of the plan in the search field, or swipe right until you find the plan you want to work with. Double-tap the screen to open the currently selected plan.

  2. Swipe right or left until you hear "More options button," and double-tap the screen.

  3. Swipe right until you hear "Members," and double-tap the screen.

  4. Swipe right until you hear "Add members," and double-tap the screen.

  5. Type the name of the person you want to add using the on-screen keyboard. Planner lists the search results below the search field. Swipe right until you find the right person among the search results, and then double-tap the screen.

  6. Swipe down-then-left to close the on-screen keyboard, swipe left until you hear "Done," and double-tap the screen to return to the Members view.

  7. If you want to add more people, double-tap the screen and repeat steps 5-6. If not, swipe down-then-left to return to the plan view.

Add buckets to a plan

You can sort tasks into buckets to help break things up into phases, types of work, departments, or whatever makes the most sense for your plan.

  1. In the Planner Hub view, swipe right until TalkBack announces the name of the first plan. Keep swiping right until you find the plan you want to work with, and double-tap the screen. The focus moves to the plan view.

    Note: If you don't find the plan you want in the list, swipe right until you hear "See all plans," and double-tap the screen. You can either type the name of the plan in the search field, or swipe right until you find the plan you want to work with. Double-tap the screen to open the currently selected plan.

  2. To make sure the plan view is showing the buckets, swipe right or left until you hear "Sort by," and double-tap the screen. Swipe right or left until you hear "Buckets," and double-tap the screen.

  3. Swipe left with three fingers until you hear "Add a new bucket," and double-tap the screen.

  4. Type a name for the new bucket using the on-screen keyboard. To finish, navigate to and select the Done button in the bottom right corner of the on-screen keyboard.

See also

Use a screen reader to create and update tasks in Planner

Use a screen reader to sort and order tasks on a board in Planner

Set up your device to work with accessibility in Office 365

Use a screen reader to explore and navigate Microsoft Planner

Technical support for customers with disabilities

Microsoft wants to provide the best possible experience for all our customers. If you have a disability or questions related to accessibility, please contact the Microsoft Disability Answer Desk for technical assistance. The Disability Answer Desk support team is trained in using many popular assistive technologies and can offer assistance in English, Spanish, French, and American Sign Language. Please go to the Microsoft Disability Answer Desk site to find out the contact details for your region.

If you are a government, commercial, or enterprise user, please contact the enterprise Disability Answer Desk.

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