Manage your Personal Tasks with Planner in Teams
In the Planner app, you can create personal plans which are accessible only by you. These plans offer a great solution for tracking personal tasks without the need to add a Microsoft 365 group to your plan.
Create a personal plan
To get started, select New plan in the left navigation. You can then select a blank option or start from one of our out-of-the-box templates that match your use case! Some options are premium and will require a premium license to create.
Upon selection, you will be asked for a plan name. You can leave the optional Microsoft 365 group selection blank to create a personal plan.
Sharing
When the time comes to collaborate on a plan with others, it’s simple to share a plan with the right set of people:
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Select Share in the top right corner of a plan.
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Add members to the plan by creating a new Microsoft 365 group, or by choosing an existing one:
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Create group
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Add members who should have access and select Create group.
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Add to existing group
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Select the existing Microsoft 365 group that should be added to this plan and select Add.
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Views
Basic personal plans
Grid – Use grid view to see your tasks in an easy-to-understand list. Here you can easily set task fields, mark tasks complete, and add new tasks.
Board – Use board view to see your tasks in a Kanban style board. Here you can group your tasks by bucket, progress, due date, priority, and labels.
Schedule – Use Schedule view to organize your tasks on calendar.
Charts – Use Charts view to visually see the status of tasks. From here, you can view charts for:
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Status – Status of tasks
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Bucket – Progress of tasks in each bucket
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Priority – Progress of tasks by priority
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Members – Availability of team members
Premium personal plans
Grid – Use grid view to see your tasks in an easy-to-understand list. Here you can easily set task fields, mark tasks complete, and add new tasks.
Board – Use board view to see your tasks in a Kanban style board. Here you can group your tasks by bucket, progress, due date, priority, and labels.
Timeline – Use timeline view to see a Gantt chart of your tasks and dependencies.
Charts – Use charts view to visually see the status of tasks. Here you can view you can view charts for:
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Status – status of tasks.
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Bucket – progress of tasks in each bucket.
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Priority – progress of tasks by priority.
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Members – availability of team members.
Goals – Use the Goals view to set and track objectives.
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