Microsoft Planner Essentials (2023)

The Planner tool in Microsoft 365 is a powerful task management app. This app offers features similar to standalone project management apps, Planner is free with most Microsoft 365 Business plans.

We will show you not only how to create a new plan and attach it to a team or group, but also how to use your plan effectively. You’ll learn how to set up buckets for process management, add tasks, assign team members, and track the tasks effectively. You’ll also learn how to filter your plan to see just what you need and view dynamic charts to track everything.