Microsoft Planner FAQ
What can I use Planner for?
Microsoft Planner is a project management application that is integrated with Microsoft Teams. Planner allows teams to create, assign, and organize work visually. It facilitates teamwork, shows progress visibility, and task coordination.
Microsoft Planner involves creating a plan that is equivalent to starting a project made up of tasks organized into buckets or categories. You can assign each task a label, a deadline, and a team member.
You can open each help topic in this document or click a specific topic below:
- How do I access Planner?
- Who can access a plan?
- How do I create a plan?
- Why do I get an error message when I create a plan in Planner?
- What functionality does Planner provide?
- What are board view and charts view?
- Where can I find more information about Planner?
- How can I receive additional technical assistance?
How do I access Microsoft Planner?
Web version
Log on to HUB, and in the Launchpad widget, under Applications, click Office 365, click Apps, click All Apps, and then click Planner.
App version
Log on to HUB, and in the Launchpad widget, under Applications, click Office 365, click All Apps, and then click Planner.
Once Planner has opened, click Get the app, and you will receive a prompt for your phone number to text you the download.
Who can access a plan?
Planner is available to all College employees and students, but you must be a member of a team to open a plan within that team.
NOTE: We currently do not offer Teams to alumni or retired staff.
How do I create a plan?
You must create a plan using Microsoft Teams at RRC Polytech. To learn more about this functionality, visit Microsoft’s Create a plan with Planner in Teams webpage.
Why do I get an error message when I create a plan in Planner?
- You must create the plan from within your Team.
- You cannot create new plans from the standalone Planner application in Office 365. If you attempt to do so, you will get this error message each time:
- You can, however, edit and review existing plans created in Teams in the standalone Planner application in Office 365.
What functionality does Planner provide?
- Assign, organize, and collaborate on tasks.
- Set due dates, update progress statuses, and share files.
- Attach files, meeting notes, photos, links, checklists, flags, and comments.
- Create categories such as quarters, department, or the type of work involved.
- Customize options, including calendar view, picture view, progress report chats, pinned favourites, and drag‑and‑drop updates.
- Cross‑device support and integration with iOS and Android devices.
What are board view and charts view?
- The board view offers a more detailed look at your plan’s organization and progress.
- The charts view shows how your plan is progressing, including details about what is complete, in progress, not started, and if it is late.
Where can I find more information about Planner?
ITS Help Resources
Microsoft Support
How can I receive additional technical assistance?
If you have explored the FAQ page and technical support links and still cannot find the answers you are looking for, open the ITS Service Desk website to submit a Service Desk ticket.
RRC Polytech campuses are located on the lands of Anishinaabe, Ininiwak, Anishininew, Dakota, and Dené, and the National Homeland of the Red River Métis.
We recognize and honour Treaty 3 Territory Shoal Lake 40 First Nation, the source of Winnipeg’s clean drinking water. In addition, we acknowledge Treaty Territories which provide us with access to electricity we use in both our personal and professional lives.