Create a plan in Microsoft Planner
Applies To
Microsoft Planner

Applies to: Microsoft Planner 

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. 

Switch between views in a plan 

Each view shows the same tasks, organized in different ways. 

Grid view 

Grid view shows tasks in a structured table. It’s ideal for scanning details and making quick updates. 

A screenshot of a plan in Planner in Teams shows the Grid view of a team’s tasks organized in a list.

Use Grid view to: 

  • See tasks, assignments, and dates at a glance

  • Edit task fields quickly

  • 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. 

Board view 

Board view organizes tasks into columns. It works well for visual progress tracking. 

A screenshot of a plan in Planner in Teams shows the Board view of a team’s tasks organized into buckets for Scope, Analysis/Requirements, Design, and Development.

Use Board view to: 

  • Group tasks by status, bucket, or another field

  • Drag tasks between columns as work progresses

  • Spot blockers and next actions quickly

Charts view 

Charts view turns your plan into visual insights. 

A screenshot of a plan in Planner in Teams shows the Charts view of a team’s tasks with different charts for Status, Priority, Bucket, and Members.

Use Charts view to: 

  • See task distribution by status, assignee, or priority

  • Understand team workload at a glance

  • Track progress across the plan without opening tasks

Calendar view 

Calendar view shows tasks by date. 

A screenshot of a plan in Planner in Teams shows the Calendar view of a user’s tasks for the month.

Use Calendar view to: 

  • See upcoming work by due date or start date

  • Identify busy days and gaps

  • Plan work across days and weeks

Filter tasks to focus your work 

Filters let you temporarily narrow what you see in any view. 

You can filter tasks by attributes like: 

  • Assignment

  • Labels

  • Priority

  • Bucket

  • Status

  • Due date

Filters don’t change your plan—they only change what’s visible to you. 

Group tasks your way 

Grouping organizes tasks into sections based on a shared attribute. 

You can group tasks by: 

  • Assigned to

  • Bucket

  • Labels

  • Due date

  • Priority

  • Status

Grouping works across the Grid and Board views, helping you organize work without creating extra buckets. 

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