Office 365 Planner

Jaclyn Remo, Marina Nazziola, Kathleen Mckeown, Jayla Dozier 1

What is Office 365 Planner?
• A planning application available on the Microsoft Office 365
platform

• Enables users and teams to create plans, assemble and assign

tasks, share files, communicate & collaborate with others, and
receive progress updates via various means on the office 365
Platform

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How to Log in

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Step 1: Click on Preferred Search Engine

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Step 2: Type google.com into search bar

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Step 3: Search “Microsoft Planner”

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Step 4: Select “Microsoft Planner” option

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Step 5: Click on “Sign In” button

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 *Make sure it is an
Step 6: Enter your Gmail Account account that is linked
to Microsoft*

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Step 7: Click on “Next” button

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Step 8: Enter password

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Step 9: Click on “Sign In”

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How to Create a Plan

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Step 1: Click on “+ New plan” on the left

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Step 2: Title your plan

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Step 3: Select preferred privacy setting

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Step 4: Click on “Create Plan”

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How to Add a New Bucket

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Step 1: Click on the “Board” tab at the top

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Step 2: Click on “Add new bucket”

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Step 3: Type new bucket name into text box

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How to Add Members to your Plan

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Step 1: Click on “Members” at the top left

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Step 2: Enter group members into textbox

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How to Remove Members from your Plan

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Step 1: Click on “Members” at the top left

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Step 2: Scroll mouse over member’s name

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Step 3: Click on the 3 horizontal dots

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Step 4: Click on “Remove”

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How to Monitor Group & Individual Progress

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Step 1: Click on “Planner hub” on the left

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Step 2: Locate and Click on your Plan

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Step 3: Click on “Charts” towards the top

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Here is where you can view your group’s progress

• Color-coded for visual appeal/representation

• Shows how many tasks are assigned in total

• Separates each task by it’s level of completeness

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Here is where you can view each Plan’s progress

• Color-coded for visual appeal/representation

• Grey= not yet started
• Blue= in progress
• Pink= late
• Green= completed

• The numbers on the y-axis represent the

number of tasks within each Plan

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Here is where you can view each member’s progress

• Color-coded for visual appeal/representation • Top horizontal numbers represent number of tasks
• Blue= in progress assigned to each member
• Grey= not started
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Adding Comments

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Step 1: Click on task you wish to comment on

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Step 2: Scroll down

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Step 3: Write desired comment in comment box

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Step 4: Click “Send”

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Re-Assigning Tasks

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Step 1: Click on desired task

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Step 2: Click on an existing name in the task

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Step 3: Select desired member or add a new member

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Step 4: Click on the “X” next to name you wish to remove

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Pros and Cons of Planner
In the Classroom

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Pros of Planner in the Classroom:
• Technology integration
• Great organizational tool
• Visual representation of progress
• Whole-class progress
• Individual progress
• Easy to navigate
• Secure
• Privacy setting allows only members to have
access
• Helps students stay on top of their school work
• Can access anywhere
• On a variety of devices
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Cons of Planner in the Classroom:

• You have to pay for the more advanced version

• Basic version does not have many advanced features
• There are many tabs within each assignment which
could cause confusion
• You can only access if you have an e-mail connected to
Microsoft

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