Planner
On This Page
- Overview
- Creating a Plan
- Accessing Planner
- Unable to add a Plan to a Private Channel in a Microsoft Team
- Planner Help and Training
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:
