Here’s a step by step guide to set up Microsoft Planner:
- Sign in to your Microsoft Planner account and click "+ New plan".
- Choose or create a Microsoft Planner.
- Select a template planner.
- In the "Title" box, type the name of your plan.
- Use "Board", "Charts", or "Schedule" views to track progress.
- Add "Buckets" to your plan.
- Click "+ Add task" to create tasks.
- Click on a tack to assign owners, set due dates and priority.
- Add notes, checklist and attachments whenever you want.



