Create Microsoft Planner Account: Step-by-Step Guide

Are you looking to streamline your tasks and boost productivity? Microsoft Planner is an excellent tool to help you manage your work and personal projects efficiently. If you're new to Microsoft Planner, this guide will walk you through the process of creating a Microsoft Planner account step by step.

a woman holding a book with the title planner complete guide in front of her face

Before we dive in, ensure you have a Microsoft account. If you don't, you can create one for free at the Microsoft website. Once you have your Microsoft account, you're ready to start using Microsoft Planner.

Microsoft Planner | Creating a Plan the Right Way

Accessing Microsoft Planner

Your first step is to access Microsoft Planner. Here's how you can do it:

Microsoft Planner Best Practices | SharePoint Maven

1. Sign in to your Microsoft account using your email and password.

2. Once you're logged in, click on the 'All apps' button in the top-left corner of your screen.

Finding Microsoft Planner

Microsoft Planner is not immediately visible on the main dashboard, so you'll need to find it:

1. In the search bar that appears, type 'Planner'.

How to Make a Gantt Chart in Microsoft Planner

2. Select 'Planner' from the list of results.

Creating Your First Plan

Now that you're on the Planner page, you're ready to create your first plan:

How to Use Microsoft Planner to Manage Your Project (2024)

1. Click on the 'New plan' button at the top of the page.

2. Give your plan a name and, if desired, add a description. You can also choose to make your plan private or public.

Using Microsoft Word to plan your week (52 planners in 52 weeks – week 21)

OneNote Planner: Boost Your Productivity 1102

How to Make Planner Inserts Using Microsoft Excel

Microsoft Planner | Daily Task and Work Management

What is Office 365 Planner? A Beginner's Guide

Microsoft Planner: Review, Tips, and Tricks for the Hot New Product | Process Street | Compliance Operations Platform

An Overview of Microsoft Planner: What You Need to Know

Weekly planning using Microsoft Excel (week 41 of the 52 Planners in 52 Weeks Challenge)

6 Tips and Tricks for Becoming a Microsoft Planner Master

How to make printables in Microsoft Excel (step by step tutorials)

a computer screen with the text how to make planner inserts in microsoft excel?

the screenshot shows how to set up an email address on your iphone or ipad

Microsoft Planner vs. Tasks Web Part | SharePoint Maven

How to Create & Update Planner Tasks from Excel (or Teams)

How to create a 2026 monthly dashboard page in OneNote

3. Click 'Create' to finalize your plan.

Adding Tasks and Team Members

Your plan is now created, but it's empty. Let's add tasks and team members:

Adding Tasks

Tasks are the building blocks of your plan:

1. Click on the 'Add a task' button at the top of the page.

2. Give your task a title and, if desired, add a description, due date, and labels.

3. Click 'Add' to create your task.

Adding Team Members

Adding team members allows you to collaborate on your plan:

1. Click on the 'Settings' icon (gear icon) at the top of the page.

2. Select 'Members' from the dropdown menu.

3. In the 'Add members' field, type the email addresses of the people you want to add. You can also choose their role (owner, editor, or viewer).

4. Click 'Add' to finalize.

Congratulations! You've successfully created a Microsoft Planner account and set up your first plan. Now you're ready to start managing your tasks and projects efficiently. Happy planning!