Microsoft Planner

What is it?

Microsoft Planner is a way to organise teamwork and tasks. It provides a hub for team members to create plans, organise and assign tasks to different users and to check updates on progress through dashboards. It also provides a centralised place where files can be shared and gives visibility to the whole team.

With Microsoft Planner, you can:

  • Plan an event or a project launch.
  • Publish content and manage the publishing process for articles and blog posts.
  • Create and follow a process such as monitoring colleagues or student tasks from scheduling to follow up.


Planner offers a self-support model. If you are having trouble with Planner, visit the Planner Community page.  

Instructions for staff and postgraduate research students on how to install Microsoft 365 are available here:

Learning about Planner

Training and help guides for Microsoft Planner can be found in the Planner Help and Learning centre.

Learn the basics of Planner with this Getting Started guide.

Learn about building plans and building tasks.

Learn about staying on track – viewing progress and collaboration.

Learn about integration (with Microsoft Teams, Outlook and SharePoint.

Information handling

Continue to adhere to the Information Governance Office Best practice guidance on sharing and storing information and Records Retention Schedule whenever you’re working with data.

Need help on information handling? Contact your Information Governance Guardian.


The official document containing limitations of Planner is not available at present, however this thread in the Planner forum contains a list of known limitations.

Share your thoughts and feedback

Join us in exploring Microsoft 365 and keep up to date with news and events on the University’s Microsoft 365 Yammer community.