{"id":878,"date":"2020-06-17T00:42:57","date_gmt":"2020-06-17T00:42:57","guid":{"rendered":"https:\/\/onlineacademiccommunity.uvic.ca\/O365\/?page_id=878"},"modified":"2025-03-04T23:53:11","modified_gmt":"2025-03-04T23:53:11","slug":"planner","status":"publish","type":"page","link":"https:\/\/onlineacademiccommunity.uvic.ca\/O365\/planner\/","title":{"rendered":"Planner"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Microsoft Teams&#8221; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#464775&#8243; background_image=&#8221;https:\/\/onlineacademiccommunity.uvic.ca\/O365\/wp-content\/uploads\/sites\/4946\/2020\/04\/o365_banner.jpg&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1><span style=\"color: white\">Office 365 at UVic<\/span><\/h1>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/onlineacademiccommunity.uvic.ca\/O365\/wp-content\/uploads\/sites\/4946\/2020\/04\/please-work-300&#215;71.png&#8221; _builder_version=&#8221;4.16&#8243; custom_margin=&#8221;||1px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_menu active_link_color=&#8221;#d6d6d6&#8243; _builder_version=&#8221;4.16&#8243; menu_font=&#8221;|600|||||||&#8221; menu_text_color=&#8221;#FFFFFF&#8221; background_color=&#8221;rgba(0,0,0,0)&#8221; text_orientation=&#8221;justified&#8221; custom_margin=&#8221;|0px|0px|1px|false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_menu][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#ffffff&#8221; height=&#8221;134px&#8221; custom_padding=&#8221;0px||||false|false&#8221; border_width_bottom=&#8221;5px&#8221; border_color_bottom=&#8221;#16284c&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; background_color=&#8221;rgba(0,0,0,0)&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1><span style=\"color: #16284c\"><strong>Microsoft Planner<\/strong><\/span><\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/onlineacademiccommunity.uvic.ca\/O365\/wp-content\/uploads\/sites\/4946\/2025\/03\/icon-microsoft-planner.png&#8221; alt=&#8221;Microsoft Planner Icon&#8221; title_text=&#8221;icon-microsoft-planner&#8221; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Microsoft Planner is a simple way to organize teamwork and manage tasks.\u00a0 With Planner, you can bring teams, tasks, documents, and conversations together in one place. Use Planner to create a project plan, assign tasks to a team of individuals, and update the status of your tasks.<\/p>\n<p>In Planner, each project can be organized visually with a plan board. Using the board, you can organize tasks into buckets, categorize tasks based on their status, and easily drag and drop tasks between columns.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_accordion _builder_version=&#8221;4.27.4&#8243; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;][et_pb_accordion_item title=&#8221;Who can use Planner&#8221; open=&#8221;off&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Microsoft Planner is available to all faculty, staff, and students.<\/p>\n<p>For more information, see the Planner FAQ below.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How to sign in&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<p>If you don&#8217;t have a UVic Office 365 account yet, login with your NetLink ID and passphrase to <a href=\"https:\/\/onlineservices.uvic.ca\/gen\/f?p=260:1:9209273673117:::::\" target=\"_blank\" rel=\"noopener noreferrer\">onlineservices.uvic.ca\u00a0<\/a>and sign up for Office 365.<\/p>\n<p>Once you have signed up for your UVic Office 365 account, login to <a href=\"https:\/\/www.office.com\/?auth=2\" target=\"_blank\" rel=\"noopener noreferrer\">portal.office.com<\/a> with your NetLinkID@uvic.ca and passphrase and click Planner.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How to create a plan&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<p>See <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/create-a-plan-in-planner-cbbf3772-4fdd-4f49-aa92-dc2203c062d7\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft&#8217;s create a plan in Planner<\/a> documentation.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How to manage tasks&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; open=&#8221;on&#8221;]<\/p>\n<p>See <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/manage-tasks-in-planner-ee61ecb0-a0bb-4c39-8682-f47fe7674f05\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft\u2019s manage tasks in Planner documentation<\/a> for information on how to add tasks to a plan, create multiple tasks, manage task start and due dates, comment on a task, and add an attachment to a task.<\/p>\n<p>After adding tasks, you can sort them into <strong>buckets<\/strong>. See <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/create-buckets-to-sort-your-tasks-238af119-3c2b-4cbb-a124-29da99488139\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft&#8217;s create buckets documentation<\/a> for more information.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How to view plan and get updates&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<p>Every plan in Planner has a board and charts to track progress. You will also automatically receive email notifications when tasks are assigned to you and when they&#8217;re due. See\u00a0<a href=\"https:\/\/support.microsoft.com\/en-us\/office\/view-plan-and-get-updates-in-planner-c351e8df-080c-4eca-b8c7-37dc3fb1a9c8\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft&#8217;s view plan and get updates in Planner<\/a> documentation for more information.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How to add people to your plan&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<p>See <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/add-people-to-your-plan-2043b926-3bbb-4767-a7db-d3321f4ac765\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft&#8217;s add people to your plan documentation<\/a>.<\/p>\n<p>After you have added people to your plan, you can assign them to tasks. See <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/assign-people-to-tasks-3a1b23f0-4dce-43a2-ae0f-b4c7bc1164b4\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft&#8217;s documentation on assigning people to tasks<\/a> for more information.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How to use Planner in Microsoft Teams&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<p>You can add Planner tabs to a team channel to work on your plan from within Teams and get Planner notifications in Teams. See Microsoft&#8217;s documentation on <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/use-planner-in-microsoft-teams-62798a9f-e8f7-4722-a700-27dd28a06ee0\" target=\"_blank\" rel=\"noopener noreferrer\">how to use Planner in Microsoft Teams<\/a>\u00a0for more information.<\/p>\n<p>[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#16284c&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row module_id=&#8221;streamfaq&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1><span style=\"color: #ffffff\"><strong>Planner FAQ<\/strong><\/span><\/h1>\n<p>[\/et_pb_text][et_pb_accordion _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_accordion_item title=&#8221;What is Microsoft Planner?&#8221; open=&#8221;on&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;]Microsoft Planner is a task management solution that groups can use to manage their work and associated tasks visually and openly with the rest of the team. With Planner, specific tasks can be itemized in a project and assigned with deadlines to individuals.[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How do I get Microsoft Planner?&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<p>Login with your UVic NetLink ID to <a href=\"https:\/\/onlineservices.uvic.ca\/gen\/f?p=260:1:5835345898877:::::\" target=\"_blank\" rel=\"noopener noreferrer\">onlineservices.uvic.ca<\/a> to sign up for a UVic Office 365 account. Access Planner through the Office 365 portal or add it to your Teams account.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;I&#8217;m a student. Can I use Microsoft Planner?&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<p>Yes.\u00a0Access Planner through the Office 365 portal or add it to your Teams account.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;Why should I use Planner instead of another task managing application?&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<p>Microsoft Planner is included with your UVic Microsoft 365 account and easily integrates into Microsoft Teams.<\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;Will Microsoft Planner work on mobile devices?&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<p>Microsoft Planner is available on mobile web browsers with full functionality across iOS and Android. In addition, there are Microsoft Planner iOS and Android apps you can download.<\/p>\n<p>See Microsoft&#8217;s documentation on <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/set-up-your-mobile-apps-31518aac-e136-4ac9-badc-0d0de4e18819?ui=en-US&amp;rs=en-US&amp;ad=US\" target=\"_blank\" rel=\"noopener noreferrer\">setting up your mobile apps for Planner.<\/a><\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How do I make my plan public or private?&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<p>To change the privacy setting for an existing plan, in the plan, select the &#8216;<strong>&#8230;<\/strong><span>&#8216; to the right of the plan name, and then choose\u00a0<\/span><strong>Edit plan<\/strong><span>. In the\u00a0<\/span><strong>Edit plan<\/strong><span>\u00a0dialog box, for\u00a0<\/span><strong>Make this plan public<\/strong><span>, choose either\u00a0<\/span><strong>No<\/strong><span>\u00a0or\u00a0<\/span><strong>Yes<\/strong><span>.<\/span><\/p>\n<p>[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;How do I restore a deleted plan?&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]See Microsoft&#8217;s current documentation on <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/answers-to-top-microsoft-planner-questions-d1a2d4e6-a4d7-408c-a48a-31caaa267de5?ui=en-us&amp;rs=en-us&amp;ad=us#bkmk_howdoicloseorarchiveaplanwhenitsdone\" target=\"_blank\" rel=\"noopener noreferrer\">closing and restoring plans<\/a>.[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;What is the difference between Planner and Tasks by Planner and To Do?&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; open=&#8221;off&#8221;]<\/p>\n<p>Microsoft Planner is the standalone task management application.<\/p>\n<p>In Microsoft Teams, Planner has been consolodated with To Do to show you all your tasks in one place.<\/p>\n<p>[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Back to Additional Applications&#8221; url=&#8221;https:\/\/onlineacademiccommunity.uvic.ca\/O365\/additional-applications\/&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x4a;||divi||400&#8243; icon_color=&#8221;#ffffff&#8221; icon_placement=&#8221;left&#8221; _builder_version=&#8221;4.16&#8243; header_font=&#8221;|600|||||||&#8221; header_text_align=&#8221;justify&#8221; header_text_color=&#8221;#ffffff&#8221; header_line_height=&#8221;1.8em&#8221; custom_margin=&#8221;||-71px|139px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#16284c&#8221; custom_margin=&#8221;-30px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/onlineacademiccommunity.uvic.ca\/O365\/wp-content\/uploads\/sites\/4946\/2020\/04\/please-work-300&#215;71.png&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Visit our website&#8221; url=&#8221;https:\/\/www.uvic.ca\/systems\/&#8221; url_new_window=&#8221;on&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#xe0e3;||divi||400&#8243; icon_color=&#8221;#ffffff&#8221; icon_placement=&#8221;left&#8221; _builder_version=&#8221;4.16&#8243; header_text_align=&#8221;left&#8221; header_text_color=&#8221;#ffffff&#8221; header_line_height=&#8221;2em&#8221; custom_margin=&#8221;15px|||62px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;Contact us&#8221; url=&#8221;mailto:helpdesk@uvic.ca&#8221; url_new_window=&#8221;on&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#xe010;||divi||400&#8243; icon_color=&#8221;#ffffff&#8221; icon_placement=&#8221;left&#8221; _builder_version=&#8221;4.16&#8243; header_level=&#8221;h3&#8243; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#ffffff&#8221; header_line_height=&#8221;1.8em&#8221; custom_margin=&#8221;14px|0px||62px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Office 365 at UVic Microsoft PlannerMicrosoft Planner is a simple way to organize teamwork and manage tasks.\u00a0 With Planner, you can bring teams, tasks, documents, and conversations together in one place. Use Planner to create a project plan, assign tasks to a team of individuals, and update the status of your tasks. In Planner, each [&hellip;]<\/p>\n","protected":false},"author":1583,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-template-blank.php","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-878","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/onlineacademiccommunity.uvic.ca\/O365\/wp-json\/wp\/v2\/pages\/878","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onlineacademiccommunity.uvic.ca\/O365\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/onlineacademiccommunity.uvic.ca\/O365\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/onlineacademiccommunity.uvic.ca\/O365\/wp-json\/wp\/v2\/users\/1583"}],"replies":[{"embeddable":true,"href":"https:\/\/onlineacademiccommunity.uvic.ca\/O365\/wp-json\/wp\/v2\/comments?post=878"}],"version-history":[{"count":29,"href":"https:\/\/onlineacademiccommunity.uvic.ca\/O365\/wp-json\/wp\/v2\/pages\/878\/revisions"}],"predecessor-version":[{"id":1950,"href":"https:\/\/onlineacademiccommunity.uvic.ca\/O365\/wp-json\/wp\/v2\/pages\/878\/revisions\/1950"}],"wp:attachment":[{"href":"https:\/\/onlineacademiccommunity.uvic.ca\/O365\/wp-json\/wp\/v2\/media?parent=878"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}