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Getting Started

How to use Project Planner! in Microsoft Teams

A step-by-step walkthrough for installing the app inside Microsoft Teams, configuring your first plan, and creating the projects and tasks that bring your timeline to life.

6 steps · ~3 min read For Microsoft Teams users
Microsoft Teams
01 Step 1 · Installing the App

Click Add to bring Project Planner! into Teams

Open the Microsoft Teams app store, find Project Planner! and click the Add button on its listing. This launches the Teams add-app flow and takes you directly into the setup experience.

Project Planner! in the Microsoft Teams app store
Project Planner! in the Microsoft Teams app store
02 Step 2 · Choosing a Location

Select a channel or chat, then click Go

After clicking Add, a dialog appears asking "How would you like to use this app today?". Select a channel or chat where you want Project Planner! to live, then click Go to confirm.

Teams dialog for selecting a channel
Pick the channel where the planner will live
03 Step 3 · Multiple Plans

Add another plan to the same channel

Want a second planner in the same channel? Press the + (plus) button in the channel's tab bar to add a new tab, then add Project Planner! again. Each tab holds a completely independent planner.

Channel tab bar showing + button
Use the channel tab + button to add another plan
04 Step 4 · Creating a Project

Press the + button under Projects to add a new one

Once inside the Project Planner! tab, you'll see a Projects sidebar on the left. Click the + (plus) button at the top-right of that sidebar to start creating a new project.

Projects sidebar with + button
The + button in the Projects sidebar
05 Step 5 · Filling Project Details

Select Add Project to create and save it

Clicking + opens the Add New Project dialog. Fill in the project name, pick a colour, and set start and end dates. When you're ready, click Add Project to save — it appears immediately in the sidebar and on the timeline.

Add New Project dialog
Confirm with the Add Project button
06 Step 6 · Adding Tasks

Click Add Task to create tasks inside a project

With a project selected, click the + Add Task button on the timeline view. A pop-up appears where you can enter the task name, pick a colour, and set the start and end dates. Click Add Task to save.

Add New Task dialog
Add Task lives in two places — sidebar and dialog