How To: Track Team Tasks with Microsoft Planner

Learn how to use Microsoft Planner to keep track of a team's work: who's doing what, and when it's due.

Open Planner

In Teams

Select Planner on the left side of Teams. If you don't see it, select Apps and search for Planner.

On the web

Go to portal.office.com, open the app launcher, and select Planner.

Create a plan

1

Start a new plan

Select New plan and give it a name.

2

Choose who can see it

Connect it to an existing team so everyone in that team can use it, or keep it for yourself.

3

Add buckets

Use buckets as columns, such as To do, In progress, and Done, or by phase of a project.

Add and assign tasks

1

Add a task

Select Add task, type a name, and set a due date.

2

Assign it

Choose who's responsible. They'll see it in their own task list.

3

Track progress

Drag tasks between buckets, and mark them complete when they're done.

Your tasks from every plan show up together under My tasks in Planner.

Get help

Submit a request through the Microsoft Teams service, call the IT Service Desk at 612.343.4170, or visit Miller Hall 226.