Microsoft Planner is a tool within the Microsoft 365 suite. Planner is an easy way to organize teamwork with intuitive, collaborative, and visual task management. Planner is simple, easy to use for new users, and included in the licensing for all enterprise plans, education plans, business essentials and the Microsoft 365 business premium plan.

Advantages of Planner:

Planner improves teamwork by organizing a Microsoft 365 group or team’s tasks, files, and conversations.

Planner helps to organize your tasks by adding one or more Planner tabs to a team channel. You can then work on your plan from within Teams, remove or delete your plan, and get notified in Teams when a task is assigned to you in

All tasks are easily accessible in one place: Plans comprise content-rich tasks that contain expected details, such as due dates, and extra elements like color-coded labels and files.

Automatic chart report: Planner automatically visualizes task status into pie and bar charts for you with no setup required.

Work where you want: Use Planner wherever you’re working. At your desk? Open Planner from On the go? Update tasks from your mobile device. In Microsoft Teams? Select the Tasks app powered by Planner and
Microsoft To Do.

Connect across Microsoft 365: Planner is part of Microsoft 365, so it’s highly secure like your other Microsoft 365 apps. Microsoft 365 also connects Planner  with Microsoft to Do, SharePoint, Power Automate, and other apps for efficient task management.

Manage all your tasks in Microsoft Teams: Planner and Microsoft Teams work well together. The Tasks app in Microsoft Teams combines all your team tasks from Planner and individual tasks from Microsoft To Do with advanced collaboration tools.

How to add planner:

 In your team channel, select Add a tab +.
 In the Add a tab dialog box, choose Tasks by Planner and To Do.
 Create a new task list to make a new Planner plan and add it as a tab
to this channel.
 Use an existing task list to choose an existing Planner plan to add to a
tab in this channel.
 Choose whether to post to the channel about the tab, and then
select Save.
 The tab will be added alongside your other team channel tabs, and
you'll be able to start adding tasks to your board.

Six Tips to use planner well

Use the buckets:

Microsoft Planner lets you create buckets for various tasks. Within each
bucket, you can create specific assignments.

The calendar feature:

The calendar is very important for keeping everyone on task. Items in the
calendar can be assigned both due dates and a specific task owner. This helps
individuals know who is responsible for what and whether or not they are on


You can create a checklist to keep on top of tasks. This checklist can be a list of
necessary actions for this project. As the assigned user works their way
through the project, they can check off individual items on the list. This creates
an effortlessly easy visual to be able to track progress.

Categorise tasks easily
You can create easy visual categories for tasks by color-coded labels and
priority. For example, you might split things up into “low-priority,” “medium-
priority,” and “high-priority” based on deadlines. This is visually easy for your
team to follow as they can see what is coming up on their calendar and what is
a priority.

Easily integrates with 365
With Microsoft Planner, you can integrate easily with 365. This means that you
can take advantage of Outlooks calendar and reminder features. This helps
keep your employees focused and on track every time they open their e-mail.

Connects to the Cloud
Members of the team can upload various files as attachments to different
projects and cards. Once the file is attached to Microsoft 365 Planner,
everyone has access to it via the cloud. You no longer have to worry about vital
information being unavailable to the rest of the group.

In Conclusion:
Planner is a wonderfully simple, yet effective way to manage projects across a
team and to improve communication and efficiencies.

Learn more here:

For further information, please feel free to reach out to your ITA member