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Microsoft Planner

IT Service

Microsoft Planner

Microsoft Planner is a Microsoft 365 task management feature (similar to Slack or Trello) that integrates with Microsoft Teams. Planner allows members of a Microsoft Team to quickly create buckets and tasks to organise and assign work. The Planner tasks can be managed from within the Teams interface or by going to the Planner web app. Tasks can be assigned to one or more team members with progress status, due dates and checklists.

  • Create buckets to organise your team’s tasks 
  • Create tasks, assign due dates, progress and assign team members to tasks 
  • Add checklists to tasks 
  • Attach files to tasks 
  • Add comments to tasks and assign labels 
  • Get notifications about tasks assigned to you and task progress 
  • Use Planner’s visual dashboard to stay on top of your team’s workload 
  • Access your plans on-the-go using the iOS or Android mobile apps

How to access

Teams tab

Planner can be added to a Microsoft Teams channel using the + button within a private Teams channel.

For more information, please see the link below:

Use Planner in Microsoft Teams

Planner web app

  1. Go to
  2. Sign in with your University of Worcester credentials.
  3. Select the app launcher in the top-left corner.
  4. Choose Planner from the list of available apps. (If you can’t see it, select All Apps).

An inclusive, accessible Microsoft 365

Microsoft 365 provides best-in-class apps and powerful cloud services with accessibility built-in. Designed to meet the needs of people around the globe with different abilities, the features within the Microsoft 365 apps ensure everyone can create, communicate, and collaborate on any device.

Get started using accessible features in Planner

Accessibility support for Microsoft Planner

Frequently Asked Questions

Can I restrict who has access to a Plan?

Planner is designed to be used collaboratively within groups. When a plan is created and assigned to a group, all group members will be given access to the plan.

Does Microsoft Planner support accessibility tools?

Microsoft Planner supports various screen reader solutions. Further information is available in the Microsoft Planner Accessibility Support pages.

Are there any functionality differences between using the Planner web app vs using Planner within Teams?

The standalone Planner web app, and Planner within Teams both use the same underlining Planner service. However, there are a few minor feature differences. The following table lists the functionality differences between the two.

FeaturesTeams TabPlanner for web
Create a planYesYes
Add tasks to a planYesYes
Create bucketsYesYes
Add a checklist to a taskYesYes
Comment on a taskYesYes
Set and update task progressYesYes
Delete a taskYesYes
Use labels for tasksYesYes
Set a task preview picture. Attach files, photos, or links to tasksYesYes
Add task start and due datesYesYes
Assign people to tasksYesYes
Mark plans as favoriteNoYes
Delete a planNoYes
View your plan’s progress (charts view)YesYes
Get email about tasksNoYes
Add people to your planNo at the plan level – Yes at the channel level from within TeamsYes
View your tasks on a calendar (schedule view)YesYes

Are there any keyboard shortcuts?

Microsoft Planner offers many different keyboard shortcuts. See the table below for details:

Move forward to next area or itemTab
Move back to previous area or itemShift + Tab
Activate an itemEnter
Exit a menu, dialog box, or modeEsc
On a Board page, move to the next or previous task bucketArrow keys
On a Board page, move the selected task buck up one position on the pageCtrl + Up Arrow
On a Board page, move the selected task bucket down one position on the pageCtrl + Down Arrow
On a Board page, when a column header is selected, move the selected column one position to the left on the pageCtrl + Left Arrow
On a Board page, when a column header is selected, move the selected column one position to the right on the pageCtrl + Right Arrow
When a scroll bar is shown in the left navigation pane, scroll down. Or, if a dialog box is too long for the screen, move down in the dialog boxDown Arrow
When a scroll bar is shown in the left navigation pane, scroll up. Or, if a dialog box is too long for the screen, move up in the dialog windowUp Arrow
Go back on page in the web browserAlt + Left Arrow
Go back one page in the web browser (same as Alt + Left Arrow)Backspace
Go forward one page in the web browserAlt + Right Arrow

Can I close or archive a plan when it’s completed?

When you’re done with a plan, you have three options:

  • Option 1: Remove yourself from the plan. If you’re not the plan’s administrator, you can leave the plan, which removes it from your Planner hub. The plan’s files, tasks, conversations, and other elements are left in place. If you are the plan administrator, you can’t remove yourself from the plan.
  • Option 2: Delete the Plan. If you’re the plan administrator, you can edit the group to delete the plan. Before you do this, make sure that no one else is using the group for things outside Planner. 

    Please note: There is no way to recover a plan (or its files, conversations, and other data) after it has been deleted. Consider saving the group’s files to another location, and copying any critical information from the group’s conversations and OneNote notebook to another location, before deleting the group.

  • Option 3: Do nothing! There’s nothing wrong with just walking away from the plan when you’re done. It will still show up on your Planner hub, but you can remove it from your Favourite plans, which will help you focus only on current work. It’s a good idea to clean up old plans later (using the suggestions in Option 2), but there’s no reason you can’t just let a plan sit untouched for a while to make sure your files, conversations, notes, and other information are still available.,and%20then%20choose%20Leave%20plan.

Microsoft Planner training

Visit our IT Training portal to discover the available Microsoft Planner training resources.

IT Training portal

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