Planner - Create a plan Tutorial

Unlock the power of organization with our tutorial, 'Create a Plan'. Dive into Microsoft Planner and learn how to effortlessly build a plan step by step, whether from scratch or using templates. Discover customization options that fit any project, from business planning to employee onboarding. Perfect for anyone looking to enhance their planning skills!

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Available in Microsoft365

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whether from the web application or directly within Microsoft Teams

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either starting from a template or from scratch

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and you will discover all the customization options available

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to start open the planner web interface,

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then click on new plan

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located at the very bottom of the side navigation bar.

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A window appears and offers you two methods.

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Basic if you want to build your own structure

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or from a template,

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if you prefer to start with a preconfigured plan.

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When you choose to create from a template,

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planner presents you with several options like simple plan,

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project management,

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software development,

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business project,

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or employee on boarding.

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Hover over each one to get a visual preview and a short description,

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then click on use a template

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as soon as the template matches your need.

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Before confirming,

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give the plan an explicit name.

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If you wish,

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assign it now to a Microsoft 365 group

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or a team's team so that members have immediate access.

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Otherwise,

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leave these fields empty to start in private mode.

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Then click on

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create.

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Your plan appears with several predefined sections and tasks that you can adapt.

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If you start with basic,

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the flow is the same,

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but planner creates a blank plan.

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Enter a name,

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for example,

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product launch,

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click on create,

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then customize your plan.

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To modify the background,

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click on the name of the plan

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and select one of the visuals offered.

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Importing local images is not yet available

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from this same menu,

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you can also rename or delete the plan.

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To pin it and always have it in hand,

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choose the icon located to the right of the title.

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Your plan will immediately join your favorites.

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Finally,

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as long as it is not shared,

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it remains private and no notification is sent to other users.

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You can also create a plan directly from Microsoft Teams.

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To do this,

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open the appropriate team and channel,

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click on the more tab,

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select planner,

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then click save.

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You can then choose to create a new plan or add an existing plan.

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The same templates as in the web version are available.

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Once validated,

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the plan is automatically linked to the channel,

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allowing all members to access and modify it

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without additional configuration.

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As all plans created in Teams are synchronized with planner web.

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You will then find them in the my plan section of the web application.

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You now have a clear understanding of the different ways to create a plan,

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how to customize it,

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and how to integrate it into teams.

Mandarine AI: WHAT YOU SHOULD KNOW

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