About this lesson
Create a new Outlook group plan and understand how Outlook groups interact with Microsoft Planner.
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Create an Outlook Group Plan
Understand how Outlook group plans are created and how to use an Outlook group plan to create a new plan in Planner.
When to use
We create a plan based off an existing Microsoft 365 group whenever we want to quickly create a plan with the same settings and members as the existing group.
One of the cool things about Planner is that because it exists in the Microsoft 365 cloud, it easily integrates with other Microsoft 365 applications, for example, Outlook groups.
Outlook groups get created when we do certain things in Microsoft 365. For example, when we create a Teams channel or a SharePoint site. We can use the groups in Outlook to communicate and share ideas with the group members.
When it comes to Planner, we can create a new plan based off a group that already exists. The advantage of this is that the settings and members will be copied across to the new plan cutting down on the amount of work we need to do.
An Outlook group is automatically created when we create a new plan in Planner. The members of the plan will be reflected in the Outlook group.
We can use the Outlook group to chat with members, send group emails and discuss ideas.
- Open Outlook.
- Scroll down the folder list and expand Groups.
Any plan that's been created in Planner should have a corresponding Outlook group with the same settings.
Create a Plan from an Existing Outlook Group
We can create a new plan in Planner based off an existing Outlook group. When we do this, the settings and members from the existing group will be copied across to the plan which saves a great deal of time.
- From the Planner Hub, click Create new plan.
- Type a Plan name.
- Click Add to an existing Microsoft 365 group.
- Select the group from the list.
- Click Create plan.
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