Manage your Personal Tasks with Planner in Teams

In the Planner app, you can create personal plans which are accessible only by you. These plans offer a great solution for tracking personal tasks without the need to add a Microsoft 365 group to your plan.

1. Create a personal plan

To get started, select New plan in the left navigation. You can then select a blank option or start from one of our out-of-the-box templates that match your use case!

New Plan

2. Upon selection, you will be asked for a plan name and optionally, a Microsoft 365 group. You can leave the optional group selection blank to create a personal plan or fill it out to create a shared plan.
Basic Plan

3. Sharing

When the time comes to collaborate on a plan with others, it's simple to share a plan with the right set of people:

a. Select Shared in the top of a plan.

Shared

b. Add members to the plan by creating a new Microsoft 365 group, or by choosing an existing one:

Create group - Add members who should have access and select Create group.

Create Group
Add to existing group - Select the existing Microsoft 365 group that should be added to this plan and select Add.
Exisiting Group

4. Views

Basic personal plans

Grid – View your tasks in an easy-to-understand list. Here you can easily set task fields, mark tasks complete, and add new tasks.

Board – View your tasks in a Kanban style board. Here you can group your tasks by bucket, progress, due date, priority, and labels.

Schedule – Organize your tasks on the calendar.

Charts – Get a visual of the status of tasks. From here, you can view charts for:

Tasks