Note: The new Microsoft Planner is currently rolling out to customers. If your experience looks different than the steps listed in this article, or you're working from a Government Cloud Communities (GCC), GCC High, or Department of Defense (DoD) environment, refer to the instructions toward the bottom of this page. ​​​​​​​Learn more about the new Planner in Frequently asked questions about Planner.
Applies to: Microsoft PlannerÂ
Planner gives you flexible ways to view, filter, and group your plan, so you can focus on what matters most. Choose the view that fits how you work, then refine it with filters and grouping.Â
Switch between views in a planÂ
Each view shows the same tasks, organized in different ways.Â
Grid viewÂ
Grid view shows tasks in a structured table. It’s ideal for scanning details and making quick updates.Â
Use Grid view to:Â
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See tasks, assignments, and dates at a glance
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Edit task fields quickly
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Sort information across your plan
Tip: In Grid view, you can control which task details are visible by hiding and reordering columns. To try it out, select Hide in the dropdown menu of any column or drag and drop any column to rearrange its order.Â
Board viewÂ
Board view organizes tasks into columns. It works well for visual progress tracking.Â
Use Board view to:Â
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Group tasks by status, bucket, or another field
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Drag tasks between columns as work progresses
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Spot blockers and next actions quickly
Charts viewÂ
Charts view turns your plan into visual insights.Â
Use Charts view to:Â
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See task distribution by status, assignee, or priority
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Understand team workload at a glance
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Track progress across the plan without opening tasks
Calendar viewÂ
Calendar view shows tasks by date.Â
Use Calendar view to:Â
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See upcoming work by due date or start date
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Identify busy days and gaps
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Plan work across days and weeks
Filter tasks to focus your workÂ
Filters let you temporarily narrow what you see in any view.Â
You can filter tasks by attributes like:Â
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Assignment
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Labels
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Priority
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Bucket
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Status
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Due date
Filters don’t change your plan—they only change what’s visible to you.Â
Group tasks your wayÂ
Grouping organizes tasks into sections based on a shared attribute.Â
You can group tasks by:Â
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Assigned to
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Bucket
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Labels
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Due date
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Priority
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Status
Grouping works across the Grid and Board views, helping you organize work without creating extra buckets.Â
Sign in to Planner, and you'll see a plan for each of your Microsoft 365 Groups.
To get started
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Select a plan under Pinned plans or All plans.
OR
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Start a new plan by choosing New plan.
New plan, new group
When you create a plan, a Microsoft 365 group is created to support your plan. Microsoft 365 groups make it easy for you and the people you're working with to collaborate not only in Planner, but also in OneNote, Outlook, OneDrive, and more.
To create a new plan and group
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Name your plan.
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Choose whether to create a new group or add your plan to an existing group (see the next set of steps).
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Choose who can see your plan.
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Select Options to add a description.
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Select Create plan.
Note:Â What's the difference between "public" and "private"? Public plans are visible by everyone in your organization. Private plans are only visible by people you've added to the plan. When people in your organization search for plans, only public plans come up in search results. Remember that when you make a plan public or private, you also make the Office 365 Group public or private. Learn more.
Add a plan to an existing group
You can also add a plan to the same members, document library, and other group features you're already using.
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Name your plan, and then select Add to an existing Office 365 Group.
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On the Choose a group page, either search for or select a group from the list.
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Select Choose Group.
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Select Create plan.
What should I do next?
After you've created a plan, you can add tasks to list the work that needs to get done.
