Planner Learning Path

Get to Know Planner

What is Planner and Who Gets It? (video, 2m 4s)

Answers to Top Microsoft Planner Questions (documentation)

How to Access Microsoft Planner 
Planner is a web-only application.

Access Through Your  GW Microsoft 365 account. 

Start by creating a plan and adding team members.

Create a Plan in Microsoft Planner (documentation)

Add Members to a Plan

Add People to Your Plan (documentation)

Utilize Accessibility Features in Planner
An online document or tool is accessible when it can be easily understood by everyone, regardless of what browser or adaptive equipment he or she is using.

Use a screen reader to explore and navigate Microsoft Planner (documentation)

Office Accessibility Center - Resources for people with disabilities (documentation)

Ensure Your Word, PowerPoint and Excel Files Meet GW Accessibility Guidelines

Accessibility at GW - Microsoft Documents

Use Planner to bring together teams, tasks, and documents for better project management.

Create Tasks in Planner

Add Tasks to a Plan (documentation)

Create New Tasks for a Plan (video, 3m 19s)

Attach Files to a Task

Attach Files to a Task (video, 3m 59s)

Attach Files, Photos, or Links to a Task (documentation)

Edit and Delete Tasks

Edit Task Details (video, 6m 4s)

Delete Tasks and Plans (video, 3m 2s)

Assign People and Due Dates to Tasks

Assign People to Tasks (documentation)

Assign Due Dates and People (video, 3m 53s)

Add Task Start and Due Dates (documentation)

Organize Tasks with Buckets, Labels and Checklists
Buckets are used to group and organize tasks in Planner. A plan can have multiple buckets.

Create Buckets to Sort Your Tasks (documentation)

Sort Tasks into Buckets (video,  2m, 41s)

Stay Organized with Labels (video, 4m 6s)

Set a Preview Picture for a Task (documentation)

Add a Checklist to a Task (documentation)

GW Information Storage Guidance
Prior to storing data in OneDrive, please refer to the GW’s Information Storage Guide. If you have questions on data categorization and security, contact the IT Support Center at [email protected].

Explore the options in Planner for monitoring and tracking the progress of a Plan.

Use Planner's Monitoring Features

View Progress on a Plan (video, 3m 51s)

Use Charts to Adjust and View Progress (video 3m 40s)

View Your Plan’s Progress and Get Updates in Planner (documentation)

Update and View the Status of Tasks (video, 4m 28s)

Get Email Updates on Tasks and Plans (video, 4m 31s)

GW Information Storage Guidance
Prior to storing data in OneDrive, please refer to the GW’s Information Storage Guide. If you have questions on data categorization and security, contact the IT Support Center at [email protected].

Planner integrates with other Microsoft 365 applications such as Outlook (not yet available), Groups, Teams and SharePoint allowing users to get organized quickly, work together effortlessly, and stay on the same page. 

Integrate Planner with Microsoft 365

Create a Plan from Outlook (video, 4m 16s)  Note: Outlook is not yet available

Use Microsoft Teams to Integrate with Planner (video, 3m 4s)

Using Flow to Automate Task Creation in Planner (documentation)
This resource demonstrates how to use the Planner connector to create tasks based on any of the many of different triggers that Microsoft Flow supports, including Outlook, OneNote, Teams, and SharePoint.

Collaborate With Your Team Using Planner (documentation)
Collaborate with your team using Planner to co-author office documents in SharePoint, read and respond to comments in Outlook or Groups, schedule events and take meeting notes in OneNote Online.