How to Set up Microsoft Planner

Quick summary

Microsoft Planner lets teams create plans, organize work into buckets, and manage tasks with due dates, owners, and priorities — all within Microsoft 365. Setting up a new plan takes just a few steps: sign in, choose a template, name your plan, and start adding tasks.

Steps

1. Go to the Microsoft Planner website using a work or school Microsoft account and click Sign in.
2. Once signed in, click + New plan to start creating a plan.
3. Choose or create a Microsoft Planner by selecting a plan type (such as Basic with grid and board view).
4. Select a template for your planner.
5. In the Title box, type the name of your plan.
6. Click Create to finalize and create your new plan.
7. Use Board, Charts, or Schedule views to track progress across your plan.
8. Add Buckets to your plan to group and categorize tasks.
9. Click + Add task to create individual tasks within your buckets.
10. Click on a task to assign owners, set due dates, and configure priority.
11. Add notes, a checklist, and attachments to any task as needed.