In today’s digital age, project management tools have become indispensable for businesses of all sizes. One such tool that has gained popularity is Microsoft’s Planner. This tool, part of the Office 365 suite, is designed to help teams organize their work and collaborate more effectively. In this article, we will delve into the specifics of how to use Microsoft’s Planner to streamline your project management process.

Understanding Microsoft’s Planner

Microsoft’s Planner is a project management tool that allows teams to create, assign, and track tasks. It provides a visual way to organize teamwork, making it easier to manage projects of any size. With Planner, you can create new plans, organize tasks into buckets, assign tasks to team members, and track progress with charts.

Getting Started with Microsoft’s Planner

To start using Microsoft’s Planner, you need an Office 365 work or school account. Once you have an account, you can access Planner from the Office 365 app launcher. Click on the Planner icon, and you’ll be taken to the Planner hub, where you can see an overview of all your plans.

Creating a New Plan

Creating a new plan in Microsoft’s Planner is straightforward. Click on “New Plan” in the Planner hub, give your plan a name, and add a description if needed. You can choose to make your plan public or private, depending on whether you want it to be visible to everyone in your organization or only to those you add to the plan.

Organizing Tasks with Buckets

One of the key features of Microsoft’s Planner is the ability to organize tasks into buckets. Buckets can represent different phases of a project, types of work, departments, or any other categorization that makes sense for your plan. To create a bucket, click on “Add new bucket” and give it a name. You can then start adding tasks to your bucket.

Assigning and Tracking Tasks

Once you’ve created tasks, you can assign them to team members. Click on a task to open it, then select “Assign” and choose a team member. You can also add a due date, attach files, and add comments. The progress of tasks can be tracked in the “Charts” view, which provides a visual representation of how many tasks have been completed, are in progress, or are yet to be started.

Collaborating with Your Team

Microsoft’s Planner is not just a task management tool; it’s also a collaboration tool. Each plan has a shared email address and a OneNote notebook. Team members can use the email address to send updates to everyone in the plan, and the notebook to share notes, images, and other relevant information. Additionally, Planner is integrated with other Office 365 apps like Outlook and Teams, making it easy to collaborate without leaving the app.

In conclusion, Microsoft’s Planner is a powerful project management tool that can help teams stay organized and work more efficiently. By creating plans, organizing tasks into buckets, assigning tasks to team members, and tracking progress, you can ensure that your projects stay on track. Plus, with its collaboration features, Planner makes it easy for your team to stay connected and informed. Whether you’re managing a small project or coordinating a large team, Microsoft’s Planner has the features and flexibility to meet your needs.


Alex likes to write about anything related to technology, marketing and gadgets. He sometimes reviews the latest tech and also writes on other blogs.