How to create a Plan in Microsoft Planner and add Tasks to it

What if your organization possessed the built-in capability to exercise Templates amongst pre-existing tasks (like inward Word/Excel) instead of having y'all to exercise every programme from scratch? I bet, it would live on quite useful. This is what would Microsoft Planner has been designed for. It allows a novel programme together with its tasks to live on straight created from a template thereby saving a lot of time. Here’s how y'all tin laissez passer on notice exercise a programme inward Microsoft Planner together with add together tasks to it.

Create a programme inward Microsoft Planner

Sign into Microsoft Planner. For this, larn to tasks.office.com together with sign inward amongst your account. After that, conduct ‘Planner' on the Office 365 app launcher.

When done, select a programme nether Favorite plans or All plans. Alternatively, if y'all would similar to showtime a novel programme then, showtime a novel programme yesteryear choosing ‘New Plan‘. If y'all exercise so, shout out upward to cite the plan, select individuals who tin laissez passer on notice come across it together with configure other options.

In the end, add together a description together with conduct whether to automatically subscribe novel members to notifications.

Finally, select ‘Create Plan' option.

Please banker's complaint that creating a programme automatically creates a novel Office 365 Group, making it slow for y'all to collaborate non simply inward Planner, but other Microsoft applications similar OneNote, Outlook, OneDrive, together with others.

Add Tasks to Plan

Having finished the business of creating a programme its similar a shot fourth dimension to add together tasks to list.

You tin laissez passer on notice maintain yesteryear entering a business cite inward the box nether ‘To do‘, together with thus selecting Add task. If the box is non visible to y'all then, click the plus sign (+) to exhibit the box together with add together a task.

Here, y'all tin laissez passer on notice fill upward inward dissimilar details inward Planner. For instance, y'all tin laissez passer on notice define what to include together with what not. Similarly, y'all tin laissez passer on notice gear upward options for settings that command how your tasks appear on the Board. Something like,

Flagging your tasks amongst labels, Setting a preview moving painting for a task, Setting together with updating business progress together with more.

Source: Office.com.

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