Build your plan

Create a plan on Planner for the web

1. Select +New plan.

2. Enter a plan name.

3. Either:

   • Select Create plan to create a new group, or

   • Select Add to an existing Microsoft 365 Group.

     • Select a group, Choose Group, and then Create plan.

Add a plan to Teams

1. Select +.

2. Select Planner.

3. Select Create a new plan, or select Use an existing plan from this team, and select a plan.

4. Select Save.

5. If you create a new group, select Members, and then enter a name to add a member.

   If you added the plan to an existing group, you'll already have team members.

Add buckets and emojis

1. Select Add new bucket.

2. Type a name that makes sense for your project: phases, types of work, and so on.

3. To add an emoji, press the Windows key plus the semicolon, and pick an emoji.

Add tasks

1. Select + and give the task a name.

2. Select Set due date and select a date.

3. Select Assign and select a team member.

4. Select Add Task.

Add task details

1. Select the task.

2. Select the Progress drop-down to change the progress: Not started, In progress, or Completed.

3. Type a Description.

4. Under Checklist, select Add an item and type the item you want to add to the checklist.

5. Select Add attachment and choose the type of attachment.

   You can upload a File, provide a Link (URL), or attach a file in the SharePoint site associated with your plan's group.

6. Type a comment and select Send.

   Comments go to the group's inbox and you can also choose to receive these directly in your email inbox.

7. Select the Show on card checkbox to show your description, checklist, or attachment on the task card.

8. To quickly add similar tasks to your plan, select the three dots ... and then Copy task.

   • Type a new name.

   • Under Include, select the checkboxes for which items you want to include in the new task.

   • Select Copy.

Define labels

Define labels to color code and sort your tasks.

• Select a color tab and type a label name.