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How to use Planner with Microsoft Teams to manage your tasks

William Palfrey
April 06, 2020, Post a comment

In this article I’ll introduce you to Microsoft Planner and show you how this Microsoft 365 app equivalent to Asana, Trello and other work management apps can help you to create, manage and keep track of your tasks, without having to sign-up and pay for yet another application.

Better yet, because Planner seamlessly integrates with Microsoft 365 apps – including Microsoft Teams, and it's included in your Microsoft 365 (formally Office 365) business standard plan, it won’t cost you any extra to take the chaos out of remote teamwork and get more done.

What is Microsoft Planner

The fancy terminology for Planner, is a ‘work management application’. But we know it as a simple visual app that makes it easy for you to organise teamwork and manage tasks.

Microsoft Planner helps you to create plans, assign tasks and get at-a-glance reports, so you have 100% visibility on your teams progress. Oh, and because it integrates seamlessly with Microsoft Teams, you can collaborate and communicate easily, even if you’re all working remotely.

 

 

Why use Microsoft Planner?

There a bunch of reasons to use Microsoft Planner to organise and plan your tasks. Here’s five, that will have you reaching for the launch planner now button.

#1 Organise the chaos. Fast.

In just a few clicks you can create a visual planning board, build a team and assign tasks.

#2 Get 100% visibility

Every plan you create has its own board. This is where you can drag and drop your tasks into buckets (aka columns), update tasks, and filter your board by task status or task owners, so you always know who is working on what.

#3 Never miss a beat

Planner works across all your devices. And with at-a-glance charts at your fingertips, you will know where things stand and if your team is making enough progress towards your goal.

#4 Work together effortlessly

Planner integrates seamlessly into Microsoft Teams, which means you don’t have to switch applications to use it. You can manage your plans, update tasks and view progress right within Microsoft Teams. Oh, and all of your team’s tasks, notifications and key discussions stay in Microsoft Teams and don’t get lost in emails, static documents or sticky notes. Glorious!

#5 No added cost!

Using a third party-app to manage your tasks, means more applications to switch between, more updates and plugin management, more time, more subscriptions and undoubtedly more money. Microsoft Planner is available to most users with a Microsoft 365 (formally Office 365) business subscription (note: it’s not included in Microsoft 365 home/personal subscriptions), which means you can manage your tasks, without having  to spend more time and money on a third party application.  

Teams and Planner - Try it for yourself

Using Planner in Microsoft Teams is as simple as adding a new tab to a team channel. I’ve included a handful of step by step instructions on how to do so below, and if you’d prefer to see it in action, just watch this video from Microsoft:

 

How to add Planner to Microsoft Teams

 

  1. Open Teams and navigate to the teams channel that you would like to add Planner to
  2. Click the + add a tab button and select Planner from the list
  3. Select the option to create a new plan and give the tab a name

    Microsoft Teams - Planner - Create a Plan

  4. Add a task, set the due date and assign the task to a user

    Microsoft Teams - Planner - Add a task

  5. (Optional) Click into the task you created to view more details, add a description, give it a priority, attach documents or create a checklist (aka sub-tasks within the task).

    Microsoft Teams - Planner - Add task details

  6. Click on Add New Bucket to add a bucket (aka column)
  7. Drag and drop your tasks between buckets to manage your tasks

    Microsoft Teams - Planner - Add Buckets

  8. Click Charts to get an instant overview of all of your tasks

    Microsoft Teams - Planner - View Charts

 

Microsoft Teams Training Resources

If you'd like more information on how to use Microsoft Teams, be sure to take a look at our comprehensive Microsoft Teams for Beginners: 101 guide.

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