Microsoft Planner Template Examples

Victoria Jul 07, 2026

Streamlining your tasks and projects has never been easier, thanks to Microsoft Planner. This intuitive tool allows you to create, assign, and manage tasks with ease. But where do you start? Microsoft Planner templates can be a game-changer, providing pre-built structures to help you organize your work. Let's explore some Microsoft Planner template examples and delve into how they can boost your productivity.

Medley of Free & Pro MS OneNote templates. KanBan, GTD, Planners, Teams, Projects, Estate Planner.
Medley of Free & Pro MS OneNote templates. KanBan, GTD, Planners, Teams, Projects, Estate Planner.

Before we dive into the templates, let's briefly understand what Microsoft Planner is. It's a visual task management tool that makes it easy for teams to create plans, assign tasks, set deadlines, and update status - all in a single, shared space. Now, let's look at some practical Microsoft Planner template examples.

Microsoft Planner Explained
Microsoft Planner Explained

Project Management Templates

Kickstart your projects with these Microsoft Planner templates designed specifically for project management.

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

These templates help you break down large projects into manageable tasks, set milestones, and track progress. They're perfect for teams working on long-term or complex projects.

Agile Project Management Template

Microsoft Planner | Daily Task and Work Management
Microsoft Planner | Daily Task and Work Management

If your team follows the Agile methodology, this template is a must-have. It includes swimlanes for each team member, allowing you to manage tasks and sprints efficiently. The template also includes labels for task status, making it easy to see where each task stands at a glance.

Here's an example of how you might use this template:

  • Create a new plan and apply the Agile Project Management template.
  • Add swimlanes for each team member and label tasks with statuses like "To Do", "In Progress", and "Done".
  • Assign tasks to team members and set sprint deadlines.
  • Regularly update task status and move tasks between swimlanes as they progress.

Waterfall Project Management Template

How I use Microsoft Word to plan my travel itinerary (my template & planning process)
How I use Microsoft Word to plan my travel itinerary (my template & planning process)

For teams that prefer the Waterfall methodology, this template provides a linear, sequential approach to project management. It includes phases like "Planning", "Execution", "Completion", and "Review", helping you keep your project on track.

Here's how you might use this template:

  1. Create a new plan and apply the Waterfall Project Management template.
  2. Break down your project into phases and add tasks under each phase.
  3. Assign tasks to team members and set deadlines for each phase.
  4. Move tasks through the phases as they're completed, ensuring your project stays on schedule.

Task Management Templates

OneNote Planner: Boost Your Productivity 1102
OneNote Planner: Boost Your Productivity 1102

These Microsoft Planner templates are designed to help you manage daily tasks and to-do lists.

Whether you're a solo worker or part of a team, these templates can help you stay organized and productive.

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Microsoft Planner Best Practices | SharePoint Maven
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Daily Task Management Template

This template is perfect for managing your daily tasks. It includes a to-do list, a section for tasks in progress, and a completed tasks list. You can also add labels and due dates to keep your tasks organized.

Here's an example of how you might use this template:

  • Create a new plan and apply the Daily Task Management template.
  • Add tasks to your to-do list and assign due dates and labels as needed.
  • Move tasks to the "In Progress" section as you start working on them.
  • Once a task is complete, move it to the "Completed" section and mark it as complete.

Team Task Management Template

If you're working in a team, this template can help you manage tasks and ensure everyone knows what they need to do. It includes a task list, a section for assigning tasks, and a progress tracker.

Here's how you might use this template:

  1. Create a new plan and apply the Team Task Management template.
  2. Add tasks to the task list and assign due dates and labels as needed.
  3. Assign tasks to team members by dragging and dropping them into the "Assigned To" column.
  4. Use the progress tracker to see how each task is coming along and update task status as needed.

Microsoft Planner templates are a powerful way to streamline your tasks and projects. Whether you're managing a complex project or just trying to stay on top of your daily to-do list, there's a template that can help. So why not give them a try? Your productivity will thank you!