Planner
Planner is a planning and collaboration platform. You can create tasks and use a Kanban board to manage them. There you can assign these tasks to others, schedule and organize them, and add files to these tasks so that you can use Planner for your own work or for planning tasks for a team. In the Schedule view, you can see an overview of the tasks and their schedule. In the Charts view, you can view charts of your tasks and their progress. Please see the information on data protection and use.
For information on accessibility for people with visual impairments, please contact the Microsoft support.
FAQs
How do I create a new plan?
- Click on “My Plans.”
- In the upper right corner, click on “New plan.”
- You can either choose a template or click on “Basic.”
- Enter a name and click on “Create.”
What features are available in plans?
To use more features, open a plan and click on the check mark next to the plan name. There you will have the following options:
- View plan details
- Copy link to plan
- Export plan to Excel
- Copy plan
- Leave plan
How do I create a task?
Create tasks in your plans by clicking on “Add task” and entering the relevant details.
Tip: You do not have to fill in all fields. These fields can still be edited after the task has been created.When a task is checkmarked, it is moved to the “Completed tasks” area under the relevant bucket.
How do I pin a plan?
- Open the relevant plan under “My Plans.”
- Click on the pin icon next to the name at the top.
- You can now find the plan in the sidebar on the left.
How do I share a plan?
Add people to your Planner via “Share.” These people can then also access and edit the tasks. Under “Plan details,” you can set your plan to “Public” to make it visible for all members of your organization.
Please note: Only group owners can add members to the group.
For more information on Planner, please see
the official Microsoft guides.
Backup
Due to changes made by Microsoft, there are no central backups of Planner anymore. The deletion of Planner tasks or entire plans is now permanent. Once they have been deleted, they cannot be recovered.
We recommend that you regularly export plans in Planner to Excel.