Try it!
With Planner, you can build a simple yet powerful project plan for your team.
Create a plan on Planner for the web
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Select +New plan.
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Enter a plan name.
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Either:
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Select Create plan to create a new group, or
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Select Add to an existing Microsoft 365 Group.
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Select a group, Choose Group, and then Create plan.
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Add a plan to Teams
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Select +.
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Select Planner.
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Select Create a new plan, or select Use an existing plan from this team, and select a plan.
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Select Save.
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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
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Select Add new bucket.
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Type a name that makes sense for your project: phases, types of work, and so on.
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To add an emoji, press the Windows key plus the semicolon, and pick an emoji.
Add tasks
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Select + and give the task a name.
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Select Set due date and select a date.
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Select Assign and select a team member.
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Select Add Task.
Add task details
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Select the task.
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Select the Progress drop-down to change the progress: Not started, In progress, or Completed.
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Type a Description.
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Under Checklist, select Add an item and type the item you want to add to the checklist.
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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.
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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.
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Select the Show on card checkbox to show your description, checklist, or attachment on the task card.
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To quickly add similar tasks to your plan, select the three dots ... and then Copy task.
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Type a new name.
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Under Include, select the checkboxes for which items you want to include in the new task.
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Select Copy.
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Define labels
Define labels to color code and sort your tasks.
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Select a color tab and type a label name.