Microsoft Planner is a task and plan management application available to UVM affiliates through our Microsoft 365 license. Users can keep track of individual or group tasks, configure reminders, and add additional details to each task, including steps, a description, comments, and tags.
Entries can be viewed in the default board view, but also in an Excel-like grid view, a chart view which offers some analytics on the plan, and through a schedule view which offers a calendar with upcoming events plotted.
UVM has a pool of Planner Premium licenses available upon request. This Microsoft article describes the capabilities of Planner Premium.
To request one of these licenses, reach out to the Tech Team. Please include details about how many licenses you require and why they are needed.
Getting Started
Microsoft provides documentation on getting started with and using Planner. Below, we’ve linked to some articles that address common questions.
If you associate a plan with a group, or share a new plan with other individuals , you can’t later associate it with another group or team. You can copy a plan to another group, but assignees and some other task data will be lost.
Creating a new Plan
Two common ways to create a new plan are:
- Adding a plan to an existing Teams channel, which also grants everyone in that team access to the plan. Click the plus sign [+] at the top of your channel window and select Planner.
See Microsoft’s help article for adding a Planner tab to a Teams channel. - Adding a plan in the planner web app. Visit planner.cloud.microsoft and log in with your UVM netid account. If you land in a recent plan, click “My Plans” and then “New Plan”.
See Microsoft’s documentation for creating a new plan in Planner.
Manage Tasks in Planner
See Microsoft’s documentation for managing tasks in Planner.
View and Get Updates on a Plan
See Microsoft’s documentation for viewing and getting updates on a plan.
Using the Planner app within Teams to manage your tasks and plans.
See Microsoft’s documentation for adding the Microsoft Planner app to your Teams client.
View Planner schedule in Outlook
See Microsoft’s documentation on See your Planner schedule in Outlook calendar.
Guest Access for Planner
See Microsoft’s documentation on Guest Access in planner.
Mobile apps for Planner
Microsoft provides native apps for both iOS and Android devices.
See Microsoft Planner for Android help.
See Microsoft Planner for iOS help.
If you have additional questions, please contact the Tech Team for assistance.