![]() ![]() Click the button to Create Plan ( Figure B). Click the Options arrow and add a group description if you wish. Choose one of the two access options: 1) Public – Anyone In My Organization Can See Plan Contents or 2) Private – Only Members I Add Can See Plan Projects. Click on the button to Create A Plan ( Figure A).Īt the New Plan window, type a name for your business plan. At your Microsoft Planner website, your first step is to devise a plan. If you do have a qualifying Office 365 account with your organization, sign into the Microsoft Planner site with your Office 365 username and password. Users of the Home plan or other consumer versions of Office 365 will not be able to access it. Microsoft Planner requires a Business, Business Premium, or Educational subscription to Office 365. SEE: Microsoft Teams: A cheat sheet (free PDF) (TechRepublic) How does Microsoft Planner work, and how can you and your fellow team members use it to manage your projects and tasks? Let’s check it out. Available on the web and as a mobile app, Planner serves as a hub where all team members can create business plans and organize tasks so that other members can view and access them. Microsoft Planner offers you a visual way to track and manage projects and other work among business teams. For more info, visit our Terms of Use page. This may influence how and where their products appear on our site, but vendors cannot pay to influence the content of our reviews. We may be compensated by vendors who appear on this page through methods such as affiliate links or sponsored partnerships. Microsoft Planner can help you create and share business plans and projects. How to use Microsoft Planner to manage your projects ![]()
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