Get Started with Microsoft Planner

Overview

Take the chaos out of teamwork and get more done! Microsoft Planner is an unifying experience that makes it easy for your team to create new plans, organize and assign tasks, share files, chat about what you're working on, and get updates on progress. It’s naturally integrated with the familiar Office applications and is built from the ground up on the Microsoft 365 global, secure cloud.

Features

• Organize Work Visually: Each plan has its own board, where you can organize tasks into bucks. You can categorize tasks based on their status or on whom they're assigned to. To update the status or change assignments, just drag and drop tasks between columns.
• Visibility: The My Tasks view provides a comprehensive list of all your task and their status across all your plans. When working together on a plan, team members always know who is working on what.
• Collaborate: With its integration into Microsoft 365, Planner lets you work together on the same tasks, attach captured photos directly to them, and even have conversations around tasks without switching between apps. With Planner all your team's discussions and deliverables stay with the plan and don't get locked away across disparate applications. If you're using Microsoft Teams, you can organize tasks by adding one or more Planner tabs to a team channel.
• Work Across Devices: Planner works across all your devices. And with Planner, everyone is always on the same page. Continue conversations and update tasks while on-the-go or at your desk.

How do I access Microsoft Planner?

Microsoft Planner is accessible via web browsers on your desktop, or laptop computer, as well as an app on your mobile device. You may find yourself using one, or more of these options as you stay engaged with your team.

Mobile Device Clients

• Download Microsoft Planner for Android (Google Play Store)
• Download Microsoft Planner for iOS (Apple App Store)

Start using Microsoft Planner

1. Start a web browser, and login to your Microsoft 365 @ UA account.
2. In the top left corner click the App launcher, if necessary click All apps, then click Planner.
3. Start using Planner.

Help Resources

Use the help resources listed below to learn how to successfully use Microsoft Planner.

• Microsoft Planner Quick Start Video (2 min 40 sec)
• Microsoft Planner video training - a collection of short, usually less than 3 minutes each, video tutorials covering a wide range of Microsoft Planner topics.
• Microsoft Planner Help
• Use Planner with Microsoft Teams