Get started with Office 365 Planner

An Office 365 tutorial by Peter Kalmström

Planner is a new Office 365 feature that was rolled out to Office 365 Enterprise E1?E5, Business Essentials, Premium and Education subscribers in June 2016. In this tutorial in the Office 365 from Scratch series, Peter Kalmström, shows how to use it.

A plan in Office 365 Planner is something that you want to achieve, and the Planner shows the different tasks you have to perform to achive it. The Planner icon is visible to all users in the Office 365 app launcher without any actions from the administrator. When you click on the button, you are directed to the Planner hub, where all users share tasks and where each user also can reach his or her own tasks.

In the demo below Peter shows how to:

Reach the Planner hub.
Create a plan.
Create tasks.
Set a due date to a task.
Assign a task.
Create buckets to categorize the tasks.
Drag tasks to buckets.
Create a checklist with subtasks.
Categorize a task with colors.
View tasks as charts.
Reach "My tasks".
Mark tasks as completed.

Kanban Task Manager for SharePoint logotype

For more advanced management of tasks and projects in Office 365, we recommend the kalmstrom.com product Kanban Task Manager.

Kanban Task Manager can be highly customized, and it gives statistics, filtering and search of tasks, overdue warnings, several views and many more features. Kanban Task Manager is available for SharePoint Online task lists and also for Outlook tasks.