Microsoft Planner

Overview

Microsoft (MS) Planner is a task management tool for groups to collaboratively plan, assign, and track tasks. Planner is offered by Microsoft as part of their M365 suite. MS Planner enables users to efficiently manage deliverables using lists, Kanban style boards, and charts directly through MS Teams.

Features & Benefits

  • Enhanced project management
  • Collaborative task management
  • Status tracking visualizations
  • Assign tasks to team member
  • All tasks can be managed in MS Teams

Requirements

Audience

  • Active UBC Students, Faculty, and Staff

Sign Up Requirements

Costs

  • This service is currently offered to eligible UBC Students, Faculty and Staff at no cost. 
  • The service cost is based on the Microsoft Campus Agreement and will be reassessed in the coming fiscal year.

Further Information

Getting Started

  • How do I sign in as faculty or staff?
    1. Verify service eligibility:
      • Ensure your FASmail is associated with firstname.lastname@ubc.ca email alias.
      • If you have a FASmail account, but do not have firstname.lastname@ubc.ca email alias, please contact your department directory admin.
      • If you do not have FASmail account, please contact your local IT help desk or UBC IT help desk.
      • Once you meet the service eligibility, you will automatically get access to MS Planner within 48 hours.
    2. Sign into MS Team
    3. Open MS Teams
      • Sign in using your cwl@student.ubc.ca or firstname.lastname@ubc.ca email address and CWL password
      • To use the "Tasks by Planner and To Do" tab:
        • Click ellipses, located on the toolbar on the left-hand side of the window
        • Click "Find an app" and search for "Planner"
        • Click on "Tasks by Planner and To Do"
      • To use Planner within a team:
        • Click into any channel within a team of your choice
        • Click on the + symbol at top of the screen beside the channel name
        • In the Search box type "Tasks by Planner and To Do" and click on it
        • Now the Planner tab will be added to that channel near the top of the window beside the channel name.
    4. (Optional) to use MS Planner on the web - sign in to portal.office.com
      • Sign in using your firstname.lastname@ubc.ca email and CWL password.
      • Note: We recommend that you use MS Planner within MS Teams as this will allow for the best experience and collaboration opportunities.

  • How do I sign in as a student?

    1. Sign up for UBC Student Email
      • Go to CWL MyAccount page
      • (Optional) Rename your CWL ID
      • Click Activate Student Email
      • Read and accept the Terms of Use
      • Your cwl@student.ubc.ca email will be created within 2 hours and;
      • You will also automatically gain access to MS Planner withing 48 hours.
    2. Sign into MS Team
    3. Open MS Teams
      • If you have not already, sign in using your cwl@student.ubc.ca or firstname.lastname@ubc.ca email address and CWL password
      • To use the "Tasks by Planner and To Do" tab:
        • Click ellipses, located on the toolbar on the left-hand side of the window
        • Click "Find an app" and search for "Planner"
        • Click on "Tasks by Planner and To Do"
      • To use Planner within a team:
        • Click into any channel within a team of your choice
        • Click on the + symbol at top of the screen beside the channel name
        • In the Search box type "Tasks by Planner and To Do" and click on it
        • Now the Planner tab will be added to that channel near the top of the window beside the channel name.
    4. (Optional) to use MS Planner on the web - sign in to portal.office.com
      • Sign in using your cwl@student.ubc.ca email and CWL password
      • Note: We recommend that you use MS Planner within MS Teams as this will allow for the best experience and collaboration opportunities.

Support

Further Information & Training Materials