Organize your team's tasks in Microsoft Planner

Note: The new Microsoft Planner is currently rolling out to customers and your experience might look different than what's described in this article. The steps in this article will be updated soon. Learn more about the new Planner in Frequently asked questions about Planner.

Try it!

With Microsoft Planner, you can collaborate on a project with a team, see progress reports, and track individual assignments.

Open Planner

Select the App launcher > More apps > All apps > Planner.
To pin Planner to the top level of the app launcher, select the three dots (...), then Pin.

Planner and Microsoft 365 groups

Planner works with Microsoft 365 groups. When you select +New plan to create a plan in Planner, a new group is created with the same name, unless you select Add to a group.

Select or pin a plan

Select a plan in your Planner hub in My Plans.
To pin a plan as a favorite, select the three dots (...) next to the plan name, and then Pin plan.

Add a plan in Microsoft Teams

Add a Planner tab in Teams to make it convenient to collaborate with your team on your plan, have conversations, and share files all in one place.

Add buckets

Select Add new bucket and type a name.

Add a task

Select +Add task and give the task a name.
Select Set due date and select a date.
Select Assign and select a team member.
Select Add task.

Set notifications

Select the Settings gear icon and then Notifications.
Select or clear the options to select your notification preferences and select Save.

Filter tasks

Select Filters.
Select a Duedate, Priority, Progress, Labels, Bucket, or Assignment.

To clear a filter, remove the filter selection, or select Clear all.

Use Group by Bucket to sort your tasks

Select Group by Bucket and select an option: Bucket, Assigned to, Progress, Due date, Labels, or Priority.

Change due date, status, or details

Select Group by Bucket > Due date and drag the task to another bucket to change the due date.
To mark a task as complete, select the checkmark on the task card.
Select a task to add more details: Assign, Bucket, Progress, Priority, Start date, Due date, Notes (description of task or notes), Checklist, Attachments, and Comments.

View status, calendar, and all task assigned to you

Note: What you see on your screen might look different from what's described here as the new Microsoft Planner is rolled out. Learn more about the new Planner in Frequently asked questions about Planner.

Select Charts to visually see the status of tasks, progress of tasks in each bucket, and availability of team members.
Select Schedule to see where your tasks are on a calendar.

To add the schedule to Microsoft Outlook, select the three dots (...) next to Schedule and then select Add plan to Outlook calendar.
To see all tasks assigned to you across all plans, select My Tasks in the left pane.

Or, in Microsoft To Do, turn on Assigned to me.