March 01, 2022 | 2 min read | Microsoft Teams
In this video, Callum from The HBP Group’s Tech How Team explains how to add and use the planner app in Microsoft Teams. If you prefer to find out how to add and use the planner app with written instructions, we have included these further down the page.
1) In Teams click the + sign at the top of the screen.
2) In the Add a tab box that appears search for Planner.
3) Click the Tasks by Planner option that should be at the top.
1) You can now create a new plan.
2) Alternatively if a plan already exists that you wish to use, you can use this option instead.
3) Click Save
1) The new planner tab will appear at the top.
2) Click + Add task and enter the task name, with a relevant due date and assign to colleagues if required.
3) Click the Add task in the box.
4) The new task will appear below. Click the tick circle next to the tasks name will make it disappear and move to the completed tasks list.
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