And if that’s all you need, great! But we’d recommend adding a few more details to really get the most out of Planner. The key word there is “optional”: the only task detail you must enter is a name, which, if you did that for all your tasks, would turn Planner into a very simple task list. But our main focus is working within a plan like the one below.Įach task in Planner is full of optional details, as you can see above. We’ll touch on other Planner views, like Charts, in this blog too. Depending on the task details you add, Planner does some really cool stuff-stuff that all Planner beginners should know about.

Selecting a card brings up a more detailed view of that task, shown on the right. The one on the left shows a typical Planner plan in the Board view, where each task is represented as a card and organized into columns, or Buckets. If you’re new to Planner, study the screenshots below for a minute.

To kick off 2022, we’ve pulled together some helpful Microsoft Planner tips for beginners. A new year is the perfect time to try new things: new hobbies, new foods, and, if 2021 felt like a disorganized blur, a new way to manage your tasks.

Ms planner