is a new Office 365 feature that was rolled out to Office
365 Enterprise E1?E5, Business Essentials, Premium and Education
subscribers in June 2016. In this tutorial in the Office
365 from Scratch series, Peter Kalmström, shows how
to use it.
A plan in Office 365 Planner is something that you want
to achieve, and the Planner shows the different tasks you
have to perform to achive it. The Planner icon is visible
to all users in the Office 365 app launcher without any
actions from the administrator. When you click on the button,
you are directed to the Planner hub, where all users share
tasks and where each user also can reach his or her own
In the demo below Peter shows how to:
the Planner hub.
Create a plan.
Set a due date to a task.
Assign a task.
Create buckets to categorize the tasks.
Drag tasks to buckets.
Create a checklist with subtasks.
Categorize a task with colors.
View tasks as charts.
Reach "My tasks".
Mark tasks as completed.
more advanced management of tasks and projects in Office
365, we recommend the kalmstrom.com product
Kanban Task Manager.
Kanban Task Manager can be highly customized, and
it gives statistics, filtering and search of tasks, overdue
warnings, several views and many more features. Kanban
Task Manager is available for SharePoint Online task
lists and also for Outlook tasks.