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Planner

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Overview

Microsoft Planner (also known as “Tasks by Planner and To Do”) is a task management service that is part of UW Office 365.

Creating a Plan

To create new Plans within Planner, you’ll need to have an existing Microsoft Team or Microsoft 365 Group.

Click here to request a Microsoft Team or Microsoft 365 Group

The easiest way to create a new Plan is using the Microsoft Teams interface.  Log in to Microsoft Teams then follow these instructions to create a new Plan (note: the app may be named “Tasks by Planner and To Do”).

Accessing Planner

Only users who are owners or members of the Microsoft Team or Microsoft 365 Group a Plan was created in will be able to access the Plan.

You can access Planner via:

Unable to add a Plan to a Private Channel in a Microsoft Team

Currently, it is not possible to add a Plan to a Private Channel in a Microsoft Team, per Microsoft.  If you would like to create a new, private Plan then you will want to request a new Microsoft Team or Microsoft 365 Group for it.

Planner Help and Training

UW-IT is unable to provide individual or group training on how to use Planner.  However, Microsoft provides a number of excellent online help and training resources: