Background Information
Microsoft Planner is an intuitive task management tool that can help you stay on track and manage all of your tasks, to-do lists, plans, and projects in one place. The following Job Aide provides a quick overview of the many offerings of Microsoft Planner.
Planner Hub Page
To create a new Plan, select the + New plan button from the left navigational column. After creating a Plan, you are brought to the Plan’s Board page.
Planner is divided into Buckets, or groups of similar tasks, that appear in a card-base format. These cards can be moved depending on the status of each Task.
Tasks can be created, assigned, and edited within a Bucket. Sub tasks can also be created within a task. Certain, selected information can appear within the task at-a-glance view from the Board page.
The icons located at the bottom of each task reflect what that task contains, such as attachments, sub tasks, dates, progress status, assignments and comments.
Creating & Editing a Task
To create a new Task, select the + Add task button. Enter the task name as this is the only required field; set a due date or assign the task if desired. Then, select Add task.
Select your created Task to open the task editing window.
Tasks include several editable fields, including bucket assignment, progress status, priority, due dates, notes, sub tasks, attachments, and comments. Select each field to edit. Select the Show on card checkbox to have that selected field appear on the at-a-glance view on the Board page.
Sub tasks are tasks within a task, similar to a checklist. To create a sub task, select Add an item under the Checklist section. As each sub task is completed, select the circle icon to cross out the completed sub task.
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