Office Tips & Tricks: Get organised with Planner

Office Tips & Tricks: Get organised with Planner

Using cell comments in Excel (23)

What is Planner?
Planner allows you to create an electronic Board (1) where you can add Buckets (2) and pin electronic cards (3) to your lists.


The Board is essentially your plan, the Buckets are lists within your plan eg: resources and the Cards are the tasks which need to be done.


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What else does Planner do?

Each new Board comes with a OneNote notebook (4) which is automatically shared with anyone connected to your plan. A useful place to keep more detailed notes, links or even emails.


Anything else?

Yes! Planner has some basic built-in analytics so you can view a plan board in Charts (5) view to keep track of what’s happening.



How do I get started?

  1. Click the Planner app from your Office 365 homepage
  2. Choose New Plan
  3. Give your plan a name
  4. Click +Add new bucket to create vertical lists
  5. Select the blue + to add a new card (task)

You can drag cards between Buckets as your plans progress. Try clicking on a card to see if you can add a due date, colour code etc.


Did you find this Tip & Trick useful?

Why not let us know using the comments? And feel free to share our post with your colleagues.


Further support: NTU staff and students can visit the Office Central learning room for more help on using Microsoft Office 2013 and Office 365/OneDrive by clicking here.  You will need to log in to NOW to view the learning room.  (Please note: Office Central is an internal resource only accessible by NTU staff and students).

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