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Microsoft Planner is a task management tool designed to help teams organise their work, collaborate efficiently, and track progress in a visually simple way.
As part of Microsoft 365, Planner integrates seamlessly with other Microsoft apps like Teams, Outlook, and SharePoint. Making it easy to assign tasks, set deadlines, and monitor project timelines without switching between multiple platforms.
Whether you’re managing a small project or coordinating work across departments, Planner provides an intuitive and flexible solution for keeping tasks on track.
When you first open Planner, you will see a blank screen with the option to create a ‘New Plan’ as shown on the screenshot below.
When you create a new plan, you can choose to import a template, or create a plan from scratch – depending on your needs.
When you click ‘Blank Template’, you’ll need to type in a name for your plan and choose the security settings. You can choose for your plan to be accessible by anyone in your org, or by invite only.
To add a task, click ‘Add Task’ and enter a title. Once you have created a card, click on the 3 dots to add extra info, assign a category, or set a due date.
With Planner, you can filter your tasks by clicking at the top right of the screen.
You can filter your tasks by various methods, including labels/categories, due dates, assignees and priority. Below is an example of filtering tasks by categories.
One of the best features of Microsoft Planner is the ability to view your tasks in calendar view.
You can view tasks either in a weekly or monthly format.
