Microsoft Planner - Kennesaw State University

Microsoft Planner

Getting Started Guide

University Information Technology Services

Technology Outreach

Copyright ? 2019 KSU Division of University Information Technology Services This document may be downloaded, printed, or copied for educational use without further permission of the University Information Technology Services Division (UITS), provided the content is not modified and this statement is not removed. Any use not stated above requires the written consent of the UITS Division. The distribution of a copy of this document via the Internet or other electronic medium without the written permission of the KSU - UITS Division is expressly prohibited.

Published by Kennesaw State University ? UITS 2019 The publisher makes no warranties as to the accuracy of the material contained in this document and therefore is not responsible for any damages or liabilities incurred from UITS use.

Microsoft, Microsoft Office 365, Microsoft Planner, and Microsoft Word are trademarks of the Microsoft Corporation.

University Information Technology Services

Microsoft Planner Getting Started Guide

Table of Contents

Introduction ................................................................................................................................................ 4 Learning Objectives..................................................................................................................................... 4 Accessing Planner ....................................................................................................................................... 5

Accessing Planner via Office 365 ............................................................................................................ 5 Accessing Planner via KSUmail................................................................................................................ 6 Creating a Plan ............................................................................................................................................ 7 Adding Members to the Plan .................................................................................................................. 9 Removing Members from Plans ........................................................................................................... 10 Creating Buckets and Tasks ...................................................................................................................... 10 Renaming the To Do Bucket ................................................................................................................. 10 Creating Tasks within a Bucket ............................................................................................................. 11 Adding Additional Details to a Task ...................................................................................................... 13 Creating New Buckets ........................................................................................................................... 15 Changing Views ......................................................................................................................................... 16 Applying a Filter to a Plan ..................................................................................................................... 16 Changing Your Board View Using Grouping Options............................................................................ 17 Additional Help ......................................................................................................................................... 18

Introduction

Microsoft Planner is a planning and task management application available through Microsoft Office 365. With Planner, you can create plans for your projects where you may organize tasks and due dates. Each plan has its own board, allowing you effortlessly collaborate around tasks and view a comprehensive list of their status.

Learning Objectives

After completing the instructions in this booklet, you will be able to: Access Microsoft Planner Create and edit a plan Create and edit buckets for your plan Create, assign, and edit tasks Change the view of your plan Mark tasks as complete

Revised: 3/20/2019

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Accessing Planner

Planner can be accessed via Office 365 as well as through KSUmail. The following sections explain how to access Planner through Office 365 and KSUmail.

Accessing Planner via Office 365

The following explains how to access Planner through Office 365.

1. In an internet browser, navigate to . 2. Enter your KSU email address and password (See Figure 1). 3. Click Sign in (See Figure 1).

Figure 1 - Enter your KSU NetID

Note: The Duo Authentication page will appear. Authenticate using your preferred device.

4. In the Search field, search for Planner (See Figure 2). 5. Click the Planner app (See Figure 2).

6. Planner will open.

Figure 2 - Searching for Planner

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