Create New Plan Within Planner

Step 1.

Click the "New plan" tab in the upper left hand corner of the Planner Hub page.

Step 2.

Choose a format for your New Plan.

Step 3.

Click "Enter plan title" and add a title. After, select "Add to existing group (required)".

Step 3.

Choose one of the groups you are a member of. 

Note: The groups listed are the Microsoft Teams teams you are a member of. If you do not see any groups it is because you are not a member of a Teams team. Contact the Teams team administrator to get you added.

Step 4.

Click "Create" to finish the setup.

Step 5.

Once your plan is finished being created, you'll be taken to your plan's page. Here you can create tasks, buckets, and other items in your plan.