Planner

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Microsoft Planner is a light weight, mobile and web-based application that comes with most Office 365 for business subscriptions. With Planner you and your team can to create plans, assign tasks, chat about tasks, and see charts of your team's progress.

At the City of Round Rock, Planner is built upon an existing Microsoft 365 Group.  Be sure to select an appropriate Group based on intended audience.  Everyone in the Group can see the Plan, however individual tasks are assigned to members.  Only Group owners can delete a Plan.  If an owner removes members from a Plan, the members are removed from the Group everywhere (including Teams) so please do not do this.

Plans can be created in several ways, however the most straight forward way is to create a Plan from Planner online. 

To navigate to Planner, log into office.com and select the All Apps icon.

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This will display all Microsoft apps that your account has access to.  Select the Planner icon.  This will take you to your Planner Hub which displays all Plans in your Groups.

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If you do not see a Plan that you are looking for, be sure to click on All next to Recent to show all Plans you are a member of.

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To create a new Plan, click New plan in the top left.

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Next, select an existing Microsoft 365 Group that you are a member that includes the target audience for this Plan.  Options include department, division, or project Groups.  If you need a new Group created, please contact IT.  

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If you do not see the Group in the list, search for the Group.

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The new Plan will be visible to ALL members of the Group.  This is not a bad thing!  Members will only be interested in a Plan when Tasks are assigned to them.  Often, being on a Plan for a project is a great way to know about activities in your department, division, or program area.  It is a great way to view or catch up on the progress of a project or program when asked to perform a few specific tasks.  Please do not be deterred by the broad visibility.  It will work to your benefit when others are asked to participate or answer questions regarding your Plan's topic.

 

Here are a few additional resources by Microsoft:

How to use Microsoft Planner - YouTube

Get more done with Microsoft Planner - YouTube

 

 

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