How to Create and Add a Plan in Microsoft Planner

How to Create and Add a Plan in Microsoft Planner

How to Create and Add a Plan in Microsoft Planner – We would prefer the built in capability to create a template with pre-existing tasks rather than creating one from scratch. So for this purpose Microsoft Planner would be the best. It allows a new plan and its tasks to be directly created from template thereby saving a lot of time. In this article we will focus on methods to create a new plan and also add tasks to it.

Methods to Create a plan in Microsoft Planner

Visit the website www.tasks.office.com and sign in with your registered account. After signing in the Office 365 app launcher will open. Choose Planner available on top grid options. Now navigate to Favourite Plans or All Plans and select a suitable plan. Alternatively choose ‘New Plan’, if you would like to start a new plan.

Now remember the name of the Plan while selecting the individuals who can watch it. Configure the other options carefully. After all done, add a description and choose whether to automatically subscribe a new member to notify.

At last select ‘Create Plan’ option. Creating a plan will automatically creates a new Office 365 Group making it easy for you to collaborate not only for Planner but also other Microsoft application like OneNote, Outlook, OneDrive and Others.

How to Create and Add a Plan in Microsoft Planner?

Methods to Add Tasks to Plan –

Not it’s time for adding a task to list after creating a plan. For adding a task navigate to ‘To do’ option panel. Then enter the task name and click on ‘Add Task’. If you can’t see the box click on Plus Sign (+) to show the box and add a task. A user can fill in various types of details in Planner. Similarly you can set options for settings that control how your tasks appear on the board. How to Create and Add a Plan in Microsoft Planner.