Simply open the desired channel and click the plus icon on the top toolbar. The Microsoft Planner application can be added as a tab to any of your channels. Once your Team and channels are created, this is where the project management can really start. Microsoft Teams also allows you to choose a template, when you’re creating a Team for the purpose of managing a project selecting the “manage a project” template is a great option!Ģ. Once this button has been selected, you’ll be able to create a Team from scratch or from a pre-existing Microsoft 365 group. At the bottom of this page, you will see the option to “join or create a Team”.

To create a new Team, click the Teams icon on the side panel of your Microsoft Teams application, this will take you to your current Teams. You can also add different channels within the Team for different parts of the project to reduce clutter and amp up your organization. By creating a Team within Microsoft Teams, all conversations, files and information will all be accessible in one place. Once you have determined which employees need to be included in this project (the dream team), you can create your Team. The first step in starting your project management process is to determine who you need in order to complete this project from start to finish. Managing a project using Microsoft Planner can reduce the amount of redundant and highly manual work! Setting up a Planner board within a channel in Microsoft Teams for each of your projects allows you to manage many critical aspects of task management within your projects to save you time and money. Whether or not you’re already part of that 46%, Microsoft Planner is a valuable addition to your business. Despite this seemingly obvious fact, it’s surprising is that only 46% of organizations actually do make project management a priority.

It should come as no surprise that organizations that have a project management process are far more likely to deliver projects on time and under budget than those that don’t.

Microsoft teams planner