Office 365 Planner

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How to Create a Plan

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Step 1:
In the team
channel, select
‘+ New Plan’ to
add a plan

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Step 2:

Name the plan

to your liking

Select whether
you want your
plan public or
private
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Step 3:

Select ‘Create
Plan’

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How to Add Members

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Step 1:

Select
“Members”

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Step 2:

Enter the name of

the person you want
to add.

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How to Remove Members

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Step 1:

Select
“Members”.

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Step 2:

Select the person

who you are
removing from the
list of everyone in
the group.

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Step 3:
Choose ‘X’.

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How to Check Group Progress
Marina Nazziola

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Step 1:
Select “Planner
hub” located on the
gray left side bar.

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Step 2:
At the bottom of the page you will see your
recent plans. Select which plan you would like
to check the progress of.

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Step 3: Click “Charts” which is located at the top of your plan.

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Step 4: View the Status of the
progress that your group has
made by viewing this chart.

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Step 5: View the
“Bucket” graph to see
the progress of each
individual plan you
have with your group.

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How to Monitor Individual Progress
Marina Nazziola

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Step 1:
Select “Planner
hub” located on
the gray side bar.

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Step 2:
At the bottom of the page, select which plan
you would like to check the progress of.

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Step 3:
Select “Charts” at the top of your plan.

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Step 4: Scroll down to the bottom of the page. On the “Members”
chart you can view the progress of each individual member.

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How to Add Comments/Provide Feedback

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How to Re-Assign Tasks

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Benefits of Office 365 Planner

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