Basic Steps to Use Planner

1. How to Access Planner:
   1. Go to office.com - click on the waffle icon on the top-left corner and find the "Planner" app. 
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2. Once in the task.office.com (Planner website), on the side-bar on the left, you can see the options to Create New Plan, Access the Hub page, and check Planners and Tasks assigned to you. It also shows a list of all boards you are added to.
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3. If you click on "+ New Plan," a pop-up screen with several options/templates of plans will be shown to you.
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   2. Once a new plan is created, you can modify it and start adding tasks and new buckets (list /columns of items) to it.
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4. Once you are visualizing one of your Planners, new or existing one, you can change the view between Board, Grid, and Charts by clicking on the option on the top of the opened Planner.
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   2. There are other options to use on the menu, such as Schedule, which opens a calendar and allows you to create tasks for specific days and time.
5. When clicking on the 3 dots icon next to Schedule, it is shown many options of actions that Planner allows you to use. Many of these redirect to another tool/application to be used:
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   2. "Conversation" – Opens Outlook with your group tab selected:
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   3. "Members" - Opens Outlook with the group members showing:
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4. Files opens a SharePoint created automatically for that Planner:
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5. Notebook – opens a OneNote folder created automatically for the Planner 

6. Filters 
   1. It allows you to filter in many different ways the tasks on your Planner.
   2. By name, date, person, and many other options.
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7. Group By Bucket
   1. By selecting a different "Bucket" you can change the entire arrangement and presentation of the tasks and board.
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