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Illinois State University

Overview of Planner in Office 365

The Planner app is available to Illinois State University members via their Office 365 subscription. Planner enables users and teams to create plans, create and assign tasks, share files, communicate and collaborate with other users, and receive progress updates via various means.

 

As each new plan created in Planner automatically creates a new Office 365 group, the ability to create new plans is restricted by the University. If you would like to create a new plan for your team or group, submit a request to have one created for you.

 

 

Submit a Request for a New Plan in Planner

 

Existing Office 365 groups may already have a Plan in Planner. To request a new Plan be created in Planner for a new or existing Office 365 group:

 

  1. Navigate to the ITHelp portal at ITHelp.IllinoisState.edu and login with your ULID and password.
  2. Click [Make a Request].
  3. On the Make a Request page, select [Email & Calendaring] > [Request Office 365 Resources for Group or Team].
  4. On the Request Office 365 Resources for a Group or Team form:

4a.  In the field labeled Preferred Phone, enter your preferred phone number.

4b.  Under the question "What type of share Office 365 resource would you like to request?", select the radio button next to [Group/Team].

4c.  Click the arrow next to "Would you like to add, modify, or remove?", and select [Add] from the drop-down menu.

  1. Complete the rest of the form. When you get to the question, "Do you wish to have Planner enabled for your Group?", select the radio button next to Yes.
  2. After the form is completed, click the [Save] button at the upper-right of the form.
  3. When you receive a prompt stating, "Your Service Request has been added to the Cherwell system. Your Service Request ID is #######.", make a note of the Service Request number for your reference, then click the [OK] button.
  4. To return to the ITHelp portal, click the [Home] link near the upper-left of the page.

 

 

You will received an email advising when your request has been processed.

 

 

 

Use Planner to Manage Your Team or Group Plan

 

Utilize Planner to manage your Team or Group plan by creating and assigning tasks to group members, sharing files, and communicating with group members via the app.

 

When you launch the Planner app in Office 365, you will see links to your Recent plans on the left sidebar. When you select one of your existing Plans, the Plan will appear in the main window (Figure 1). The Plan will include any Buckets currently contained within the Plan. Displayed underneath the Buckets are any Tasks associated with each Bucket. In the example below, the Plan contains Buckets titled "To Do" and "Office365 KB Project". The "To Do" Bucket contains one Task, titled "Create Planner KB". Additional Buckets may be created by clicking [Add new bucket]. Additional Tasks may be added to each Bucket by clicking on the plus sign [+] under each Bucket.

 

Figure 1:

 

 

You may click on an existing Task to view/edit the Task details (Figure 2). You may assign the Task to a team member; add or change the Start or Due date; edit the Task description, and update the progress of the Task by utilizing a checklist or posting updates for other team members to view. You may also attach files to share with your team.

 

 

 Figure 2:

 

 

 

 

Mobile Apps

 

The Planner mobile app is also available for iOS and Android, with the navigation for each being virtually identical. You may download the mobile app to your device in order to be able to manage your plans/tasks from anywhere. The layout of the mobile apps may be viewed below (Figures 3, 4, and 5):

 

 

Figure 3 (Dashboard):                                                      Figure 4 (Tasks):                                                      Figure 5 (Task Detail):

 

          

 

 

 

 

 

For More Information

 

For more information regarding the use and navigation of Planner, you may visit the Microsoft Support Website.

 

 

 

How to Get Help

 

For technical assistance, you may contact the Technology Support Center at 309-438-4357, or by email at SupportCenter@IllinoisState.edu.

 

 

 

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