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.

Note: 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 them.

  1. Navigate to the channel where the Planner app is installed.
    Microsoft Teams channel list with the channel containing the Planner app highlighted
  2. In the channel navigation menu, click on Planner.
    Channel navigation menu with the Planner tab highlighted
  3. Under the bucket, click + Add Task.
    • Buckets are a way to organize and categorize tasks within a plan. They help you structure your tasks and manage your workflow more effectively.
    Planner board showing a bucket with the Add Task button highlighted
  4. Enter a task name.
    New task creation form with the task name field highlighted
  5. Set a due date and Assign the task to individual(s) (optional).
    New task creation form with the due date and assign fields highlighted
  6. Click Add Task.
    New task creation form with the Add Task button highlighted

When a user is assigned a task:

They receive a notification from Microsoft Teams.

Microsoft Teams activity feed showing a task assignment notification

A notification will show on the notifications button.

Microsoft Teams interface with the notifications bell icon highlighted showing an unread count

The user will also receive an email notification.

Email notification informing the user they have been assigned a task in Microsoft Planner

  1. Navigate to the Planner app in the channel.
    • This will show all tasks that are not started or are in progress.
    Microsoft Teams channel navigation menu with the Planner app tab highlighted
  2. Select the view type:
    • Grid
    • Board
    • Schedule
    • Charts
    Planner toolbar showing the Grid, Board, Schedule, and Charts view type options highlighted
  3. Use the filter to filter your tasks by:
    • Due date
    • Priority
    • Progress
      • This filter option will allow you to see your completed tasks as well as your tasks that have not started or are in progress.
    • Labels
    • Bucket
    • Assignment
    Planner filter panel open with filter options including Due date, Priority, Progress, Labels, Bucket, and Assignment highlighted
  1. Navigate to the task within the Planner app.
  2. Click on the task you want to update.
    Planner board with a task card highlighted to indicate it can be clicked to open
  3. Update the task with information such as:
    • Label
    • Notes
    • Attachments
    • Comments, etc.
    Task detail dialog box showing editable fields including Label, Notes, Attachments, and Comments
  4. Click the X button to exit the dialog box.
    • The task information will automatically update.
    Task detail dialog box with the X close button highlighted in the upper right corner
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