Creating New Plans in Microsoft Planner

Purpose

The article shares instructions on creating a new plan in Microsoft Planner.

Procedure

Create a New Plan

  • Go to the Microsoft Planner web application.
  • Select New plan from the left pane on your screen.

Planner App.

  • Choose New Plan (New Blank Plan, Simple Plan, Project Management, Software Development, Business Plan, Employee On boarding)

New Plan Window.

  • Name New Plan and link the new plan to an Office 365 group (also known as a Team at UTD). 

Choose a group for your plan window.

  • Choose an existing group (optional)
Note: If you are not a member of any groups or want to create a new group, you can submit a New Team request here or by calling the OIT Service Desk.
  • Elect Privacy & Sensativity
  • Click Create

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