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.
  • Click on My Plans
Uploaded Image (Thumbnail)
  • Select New plan from the right pane on your screen.
Uploaded Image (Thumbnail)

 

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

 

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

 

Uploaded Image (Thumbnail)
  • 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.
  • Click Create
Print Article

Related Articles (2)

This article contains quick information regarding Loop.
Do you have a lot of tasks on your planner? Various due dates, buckets, tasks? Sorting these alone can be a task and time-consuming without the planner's assistance. This KB will share the various ways to organize and sort your planner task.