Create a plan in Microsoft Planner

Planner is a light weight, mobile and web-based application that comes with most Office 365 for business subscriptions. With Planner you and your team can to create plans, assign tasks, chat about tasks, and see charts of your team’s progress. You can also use Planner from within Microsoft Teams.

To access planner, log into 365.mylmc.org and view all apps.

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To get started

  1. Select a plan under Pinned plans or All plans.

    OR

  2. Start a new plan by choosing New plan.

 

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Microsoft Planner

New plan, new group

When you create a plan, a Microsoft 365 group is created to support your plan. Microsoft 365 groups make it easy for you and the people you're working with to collaborate not only in Planner, but also in OneNote, Outlook, OneDrive, and more.

To create a new plan and group

  1. Choose the type of plan you are creating

 

 

  1. Name your plan (title).

  2. Choose whether to create a new group or add your plan to an existing group (see the next set of steps).

  3. Choose who can see your plan.

 

  1. Select Create plan.

Note:  What's the difference between "public" and "private"? Public plans are visible by everyone in your organization. Private plans are only visible by people you've added to the plan. When people in your organization search for plans, only public plans come up in search results.

Add a plan to an existing group

You can also add a plan to the same members, document library, and other group features you're already using.

  1. Name your plan, and then select Add to an existing Office 365 Group.

  2. On the Choose a group page, either search for or select a group from the list.

  3. Select Choose Group.

  4. Select Create plan.

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