Microsoft Planner

Microsoft Planner is a task management tool designed to help individuals and teams plan, organise, and track their work effectively.

Planner allows you to create plans, assign tasks, set due dates, and monitor progress using a visual board.

Start your journey to discover how you can begin using Planner now.

How to Duplicate a Plan in Microsoft Planner

Microsoft Planner is often used for recurring projects, team processes, onboarding tasks, event planning, and department workflows. Many teams get to the end of a project and then assume they need to recreate the entire Planner structure for the next ...

How to add or remove members in Microsoft Planner

Managing members in Microsoft Planner is important to ensure the right people have access to your plan and can contribute effectively. Most plans in Microsoft Planner use a Microsoft 365 Group to manage its membership. The Microsoft 365 Group identifies ...

How to import tasks from Excel into Planner

With the popularity of Microsoft Planner continuing to go up, I often have people ask me how they can get a list of tasks which have been tracked using Excel, and move them into Microsoft Planner without the need to ...

How to upgrade Planner Plan from Basic to Premium

For those people using Microsoft Planner you will have noticed some Premium options available. Microsoft Planner has several licensing options available from the basic Microsoft Planner included with any Microsoft 365 subscription, to Microsoft Planner Plan 1, Planner and Project ...

How to add Buckets in Microsoft Planner

Microsoft Planner uses buckets to group and organise tasks within a plan. They act like categories or columns that help structure your work visually and logically. By default, Microsoft Planner creates a bucket called To Do, however you can rename ...

How to create a Plan in Microsoft Planner

In the second post of the Microsoft Planner category I will step you through the process to create a Plan using the Planner interface. We'll also look at some of the other basic functions including how to make a copy ...

What is Microsoft Planner?

YAY Planner is now a category with The Training Lady! I've been training Microsoft Planner for years but so far hadn't added any content for it to the website. Well the time is here and this marks the first of ...