For Microsoft Cloud Only

How to organize and automate plans and tasks, create a weekly task planner or project tracker that connects with Email, Calendar, Video meetings, . . .  

1. Access Microsoft Planner 

Go to the Microsoft planner app launcher in the Microsoft Cloud. 

Sign in with your Microsoft account. 

2. Create a New Plan 

Click “+ New Plan”. 

Choose: 

Plan name (e.g., “Marketing Campaign” or “Personal Goals”) 

Privacy: Public (anyone in your org can see) or Private (only invited members) 

Click Create Plan. 

3. Set Up Buckets 

Buckets are like categories or stages. Examples: 

To Do / In Progress / Done 

Weekdays (Mon–Fri) 

Project Phases (Planning, Execution, Review) 

4. Add Tasks 

Click “+ Add Task” under a bucket. 

Enter: 

Task name 

Due date 

Assigned to (yourself or team members) 

Click Add Task. 

5. Customize Tasks 

Click on a task to: 

Add checklists 

Attach files or links 

Set priority and labels 

Add comments or notes 

6. Track Progress 

Use the Board view to drag tasks between buckets. 

Use the Charts view to see progress, status, and workload. 

Use the Schedule view to see tasks on a calendar. 

7. Integrate with Microsoft To Do & Teams 

Tasks assigned to you in Planner show up in Microsoft To Do. 

You can add Planner tabs to Microsoft Teams channels for collaboration.