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Create a plan with Planner in Teams

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Try it!

If you're using Microsoft Teams, organize your tasks by adding one or more Planner tabs to a team channel. You can then work on your plan from within Teams or in Planner for web, remove or delete your plan, and get notified in Teams when a task is assigned to you in Planner.

  1. In a channel, select +.

  2. Select Planner.

  3. Create a plan and then select Save.

    • Select Create a new plan and enter a Tab Name, or

    • Select Use an existing plan and select a plan from the Existing plans drop-down.

  4. Create buckets.

    • Select Add new bucket and enter a name.

  5. Add and assign tasks.

    • Select + to create a task and enter a name.

    • Select Set due date and select a date.

    • Select Assign and choose who to assign it to.

    • Select Add Task.

  6. Add a Description and Checklist.

    • Select the task, enter a Description, and select Show on card.

    • Under Checklist, select Add an item, and type the item.

    • Click anywhere outside the task to close it.

  7. Update a task.

    • Select the task and edit it.

  8. Group tasks.

    • Select Group by Bucket, and then select an option from the drop-down.

      Select Progress to drag tasks from Not started to In progress, or from In progress to Completed.

  9. Chart progress.

    • Select Charts.

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