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Info

Any member of a team can create a Planner for their team.

To create a new Planner:

  1. Click the Teams icon in the left panel.

  2. Open the team you want the new Planner to be created in.

  3. Click the icon underneath the search bar.

    steps 1 through 3 of creating a plannerImage Removedsteps 1 through 3 of creating a plannerImage Added
  4. Type planner into the search bar.

  5. Select the Planner icon.

    steps 4 through 5 of creating a plannerImage Removedsteps 4 through 5 of creating a plannerImage Added
  6. Select Create a new plan and name the Planner.

    Note

    If you choose Use an existing plan from this team, you will not be creating a new Planner. Instead, you will be adding a tab that links to the existing Planner.

  7. Choose whether you would like to share the creation of the new Planner to the team channel.

  8. Press Save.

    steps 6 through 8 of creating a planner

A link to this Planner will appear in the tab list at the top of the team page (under the search bar).

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