Using the Planner App in Microsoft Teams

Planner is a tool that integrates with Microsoft Teams to help teams organize and manage their tasks and projects more effectively.

***Planner can only be added to channels that have a standard channel type.  Shared and Private channels can't have the planner app added to it.***

Creating a New Task

1.  Navigate to the channel where the Planner app is installed.

red box around channels

2.  In the channel navigation menu, click the on the Planner.

red box and arrow pointing at Planner

3. Under the bucket, Click + Add Task.

    a. Buckets are a way to organize and categorize tasks within a plan. They help you structure your tasks and manage your workflow more effectively.

red box and arrow pointing at add task button

4. Enter a task name.

red box and arrow pointing at task name

5. Set a due date and Assign the task to individual(s) (optional).

red box and arrows pointing to set date and assign

6. Click Add Task.

red box and arrow pointing at Add task

Task Notifications

When a user is assigned a task:

They receive a notification from Microsoft Teams.

red box around teams notification

 

A notification will show on the notifications button.

red arrow pointing to the notifications button

 

The user will also receive an email notification. 

email notification

Viewing/Filtering Tasks

1. Navigate to the planner app in the channel.

    a.  This will show all tasks that are not started or are in progress.

red box around the planner menu item

2. Select the view type.

    a. Grid

    b. Board

    c. Schedule

    d. Charts

Red box around the different view options

3. Use the filter to filter your tasks by:

    a. Due date

    b. Priority

    c. Progress

        i.  This filter option will allow you to see your completed tasks as well as your tasks that have not started or are in progress. 

    d. Labels

    e. Bucket

    f. Assignment

red arrow pointing to filter and red box around filter options

Updating a Task

1. Navigate to the task within the planner app.

2. Click on the task you want to update.

red box and arrow pointing at task

3. Update the task with information such as:

    a. Label

    b. Notes

    c. Attachments

    d. Comments, etc.

red box around the task information

4. Click the X button to exit the dialog box.

    a.  The task information will automatically update.

Red box and arrow pointing at the x button

 

 

Print Article