Create a new plan

1. Select New plan in the left pane.

2. In the New plan window:

   • Type a name for the plan.

     Planner creates an email address for your plan automatically. You can use it for discussions with all plan members.

   • Choose the link to Add to an existing Microsoft 365 Group or skip the link if you want to create a new group when you create this plan.

     Note: If you don't add the plan to an existing group, creating a plan also creates a new Microsoft 365 Group. The plan email address that Planner creates goes to Outlook Group Conversations.

   • Make the plan public if you want it to be visible to the rest of your organization and in search results, or make it private if you want only plan members to see it.

     Note: When you make a plan public or private, you also make the Microsoft 365 Group public or private. Learn more.

   • Select a Classification level for your plan.
     
     Note: If you don't see the Classification section, don't worry. Your organization may not be using the Classification capability.

   • To enter a unique description for the plan, select Options and type in what you want.

3. Select Create plan.

Add people to a plan

1. Select Members in the upper-right corner of the Planner window.

2. Begin typing the name or email address of a person within your organization that you want to add to the plan.

3. Select the person's card when it appears.

After you add people and tasks to your plan, you can assign people to tasks.