Creating a plan

Planner can be used to manage an event, research new ideas, track a project, prepare for a customer visit, or just organize your team more effectively.

You begin by creating a plan. There are several ways in which you can create a plan. One obvious way is to create the plan through the Planner homepage. Plans also get created indirectly if you create a team in Microsoft Teams or a group within Microsoft 365 Groups.

Getting ready

In order to create plans, you should have permission to provision a Microsoft 365 group. Administrators can disable this feature in some organizations; however, Microsoft 365 does allow you to selectively grant Microsoft 365 group creation rights to individuals or groups.

How to do it...

To create a plan from the Planner app:

1. Log in to https://office.com using your Microsoft 365 account.
2. Click on Planner.

3. Click on New plan:

   

   Figure 6.1: Creating a new plan

4. Give your plan a name and click Create plan:

Figure 6.2: Plan permissions

It’...