Get Started with Microsoft Planner

Topics: SharePoint Tips, SharePoint, SharePoint Team Site

Last week we shared tips to get started with Microsoft Planner. Now let’s give you more insight to utilize plans more effectively. Learn how to add people to a plan and steps to assign tasks to those people.

How to add people to a plan in Microsoft Planner?

  • Sign in to Planner.
  • Select Members and enter the name of the user you wish to add.
  • The new members will receive an email notification once they are added to the plan.
  • You can also add users outside the organization as guests.

Steps to add a guest member to a plan

  • Sign in to Planner and select Members.
  • Planner will detect that the user is from outside the organization once you start typing the name.
  • You will be prompted to add the user based on their email address.
  • Enter the email address and choose Add email address as guest
  • Review the new guest users by going to Members > members list.

How to assign tasks to people you have added to a plan?

There are mainly two ways to assign tasks to people.

  • While creating a task, add a task name and select Assign.
  • Choose a plan member from the list.
  • Add a new user by entering the name or email address in the search box.
  • You can assign the same task to up to 11 users, and it will be listed in their My tasks lists.

Steps to make someone else an owner of a plan

The person who created the plan will be its default owner. You can edit membership from within Groups in Outlook to assign someone else the ownership.

  • From Outlook, go to the Group that has the same name as your plan.
  • Click on Group settings from the header and choose Edit group.
  • Go to the Members list and select Make owner option for the user you want to be an owner and click OK.
  • There are also other options such as add member, remove members, and remove owner status.

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