Microsoft Planner: Create a Basic Plan

Summary

instructions on creating a basic plan in Microsoft Planner

Body

Topics Answered in this Article

Overview

This article will walk you through creating a basic plan in Microsoft Planner. You can create a basic plan whether you have the Planner or Planner Premium license.

Note: if you wish to add your Plan to a Microsoft Team, it is easier to add Planner as an app to the specific channel you wish the plan to appear in, then create the Plan using these steps from the added app in Teams. If you create the Plan in Planner and then wish to add it to Teams, it will add the Plan to the general channel and it will not be linked in the Team until you post a link in the channel.

Instructions

  1. Go to the Planner app in office365.utk.edu
  2. Select + Create a Plan
    screenshot planner with create a plan button
  3. Choose a Basic plan and then choose Create basic plan
    screenshot planner with basic plan
  4. Name your plan
    planner screenshot with naming group
    • Optional - If you wish to share the plan with a Team or another person at this time, choose Add to a group (optional) and pick a Microsoft Team or type in the name of a person to create a group to add the plan to.
  5. Choose Create basic plan
  6. You may now add buckets and tasks to your plan

Details

Details

Article ID: 162728
Created
Mon 6/1/26 11:25 AM
Modified
Mon 6/1/26 11:52 AM
Environment
Microsoft Planner

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