How To - Create plan using Microsoft planner in MS Team
Channel: Daily IT
Date: 2020-04-20

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.

In a channel, select +.

Select Planner.

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.

Create buckets.

Select Add new bucket and enter a name.

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.

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.

Update a task.

Select the task and edit it.

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.

Chart progress.

Select Charts.