Create a Plan
Create a new plan from scratch to make it easier to determine if Microsoft Planner suits your project needs.
When to use
We create a new plan from scratch whenever we want to create a new project plan that isn't based on an Outlook group plan or template.
Planner and Project don’t always have to be used for business-style projects.
We can use any project and task management tool to plan personal projects also, for example, a wedding or a home renovation project. These are huge projects in themselves with lots of different tasks that need to be completed to make everything run smoothly.
Let's create a plan from scratch for a kitchen renovation project.
Create a New Plan
- From the Hub, click New plan.
- Type a name for the plan, i.e. Kitchen Renovation.
We can then choose to add the plan to an existing Microsoft 365 groups. Microsoft 365 groups are groups that live in Outlook. They are automatically generated when we do things like create a new channel in Microsoft Teams or create a new SharePoint site. If we want the same settings to be applied to our plan, we could choose to add to one of these groups.
If we don't select a group, a new Microsoft 365 group will be created called 'Kitchen Renovation'.
In this example, we are not going to add our plan to an existing Microsoft 365 group.
Next, we need to choose the privacy for this group.
Public groups are accessible to anyone in our organization. Private groups are only accessible to members we have chosen to add to the plan.
- Choose Private.
- Expand Options.
- Add a Group description (optional).
- Click Create plan.
The plan has now been created in Planner along with a corresponding Microsoft 365 group that can be accessed in Outlook.Login to download
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