Thursday, March 10, 2022

Answers to top microsoft planner questions

Get answers to top questions about Microsoft Planner. Also see Planner help.

Note:  Are you a Microsoft 365 admin? We have answers to top admin questions too!

Can a group have more than one plan?

Yes, you can create multiple plans per group when you add a plan to an existing group, or add a Planner tab to a team channel.

Your feedback helps us decide what to work on next! We'd love to hear from you! Please send us your feedback to help us prioritize new features in future updates. See How do I give feedback on Microsoft Office for more information.

How do I create a new plan based on an existing one?

You can copy a plan.

How do I close or archive a plan when it's done?

This is not currently supported in Planner. When work on a plan is done, you have three options:

  • Option 1: Remove yourself from the plan. If you're not the administrator, you can leave the plan, which removes it from your Planner hub. The plan's files, tasks, conversations, and other elements are left in place. If you are the plan administrator, you can't remove yourself from the plan.

  • Option 2: Delete the plan. If you're the administrator, you can edit the group to delete the plan. Before you do this, make sure that no one else is using the group for things outside of Planner. There is no way to recover a plan (or its files, conversations, and other data) after it has been deleted. Consider saving the group's files to another location, and copying any critical information from the group's conversations and OneNote notebook to another location, before deleting the group.

  • Option 3: Do nothing! There really isn't anything wrong with just walking away from the plan when you're done. It will still show up on your Planner hub, but you can remove it from your pinned plans, which will help you focus only on current work. It's a good idea to clean up old plans later (using the suggestions in Option 2), but there's no reason you can't just let a plan sit untouched for a while to make sure your files, conversations, notes, and other information are still available.

Your feedback helps us decide what to work on next! We'd love to hear from you! Please send us your feedback to help us prioritize new features in future updates. See How do I give feedback on Microsoft Office for more information.

Can I print plans or tasks in Planner?

You can't print plans or tasks from Planner yet. If you would like to request this feature, please let us know! See How do I give feedback on Microsoft Office for more information.

Where are the files kept in Planner?

Planner plans are associated with Microsoft 365 Groups, and the files for Microsoft 365 Groups are stored in an associated SharePoint document library. To find your Planner files, select the three dots to the right of the plan name (...), then choose Files.

How do I provide feedback on Planner?

If you have feedback or a feature you'd like to request, please send us your feedback to help us prioritize new features in future updates. See How do I give feedback on Microsoft Office for more information.

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