Planner in Teams

As we mentioned previously, Microsoft Planner is a lightweight task management application for teams to organize projects in an easy, user-friendly way. Planner is a Kanban-style tool that contains a board for moving tasks between categories.

In Planner terminology, a plan is made up of a group of people (the members of the plan) and tasks organized into buckets. In this chapter, we are going to be focusing on using the Planner app inside of an already existing Team that manages the Plan's membership.

Let's learn how to add a plan to an existing Microsoft Team.

Adding Planner to your Team

Adding the Planner application to your Microsoft Team is the first step in creating a plan. This can be done through the Teams desktop or web application.

To add Planner to your team, follow these steps:

1. Open the Microsoft Teams application.
2. Navigate to the team you wish to add a plan to.
3. On the tab bar, click the + button to add a tab or...