Plan Views
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- John Leahy (Deactivated)
- Former user (Deleted)
This article is for students, faculty, and staff who wish to manage their Plan views in Planner. Planner is a task management feature compatible with Teams that enables a team site to create Plans containing the team's tasks. By default, when a Plan is opened, Board view is displayed. Planner also has a Charts view and Schedule view, which allow Plans to be seen in different ways.
Plan View Options
Board View
Board view is the default Plan view that shows all tasks. Team members can create tasks, edit tasks, update the progress of tasks, and mark a task as complete. Team members can also choose to filter or group the tasks using values such as bucket, assignee, due date, priority, and progress. Below is an example of a Plan in Board view.
Charts View
Charts view presents the Plan using a variety charts and graphs. In this view, team members can view the status of all tasks, the number of tasks in each bucket, the number of tasks in each priority level, and the number of tasks assigned to each member of the team, as well as the number of unassigned tasks. Team members can still create tasks by clicking the Add task button to the right of the charts. A list of all tasks can be seen on the right-hand side of the view. Team members can choose to filter or group the tasks using the same values from Board view. Below is an example of a Plan in Chart view:
Schedule View
Schedule view presents the Plan as a calendar. Tasks that have only a start date or a due date (not both) will appear on the calendar on that date. If a task has both a start and due date, the task will be stretched across the calendar from the start date to the due date. All tasks that do not have a due date appear to the right of the calendar in a column labeled Unscheduled tasks. Unscheduled tasks can be filtered or grouped by a team member using the same values as Board view. However, tasks on the calendar will not be affected by these filters or groupings. Team members can still create tasks using this view by clicking the Add task button to the right of the calendar. Below is an example of a Plan in Schedule view:
Selecting Plan Views
To select a Plan view,
Log in to Office 365.Â
Log into Office 365.Â
Click on the grid icon in the top left hand corner.
Click on All apps.Â
Select Teams from the menu that appears.
Click the Teams icon in the left panel.
Open the team containing the Plan to be viewed.
Find and open the tab to the Plan.
Click on the desired view.