Creating a New Planner

Owned by Former user (Deleted)
Last updated: Mar 21, 2022 by Sarah Nguyen (Deactivated)
2 min read

This article is for students, faculty, and staff who wish to create a new planner in Planner. Planner is a task management feature compatible with Teams that allows a team site to create Plans containing the team's tasks.

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

  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 planner

  4. Type planner into the search bar.

  5. Select the Planner icon.

    steps 4 through 5 of creating a planner

  6. Select Create a new plan and name the Planner. 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.

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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