Learn how to start using Microsoft Planner inside Microsoft Teams to organize tasks, assign responsibilities, and improve team collaboration. This beginner-friendly tutorial walks you through setting up your first plan using a template, creating custom buckets, and adding tasks with deadlines, priorities, and subtasks.
In this video, you'll discover:
How to add Planner as a tab in a Teams channel
How to choose from project management templates
How to customize your own buckets and tasks
How to view your plan in Board, Grid, Schedule, and Charts views
How to use drag-and-drop to organize tasks
Basic integration with Power Automate for workflow automation
📌 Whether you're managing a small project or just want to organize your team’s work more efficiently, Microsoft Planner in Teams is a powerful tool — and it's easy to get started!
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