Planner organizes tasks on a board with columns called buckets. On your phone, you'll see buckets as horizontal sections you scroll through. Each bucket contains task cards showing the task name, assignee, due date, and priority.
Managers set up the buckets on desktop (e.g., "To Do," "In Progress," "Completed"). Drivers mainly use the Assigned to me view to see their personal task list.
Bucket management (creating, renaming, and reordering buckets) is available on the desktop or web version of Planner. On mobile, you can view tasks organized by their buckets in the Board view, but creating or editing buckets requires a computer.
On mobile, Planner shows your tasks in a simplified list or board layout. The full Charts, Schedule, and Group by views are available on the desktop or web version (planner.cloud.microsoft). Use the Assigned to me view on mobile to quickly see your personal task list.
Tasks have three progress states. Update them as you work so managers can track what's happening:
Comments are the best way to communicate about a specific task. Everyone assigned to the task (and the plan owner) can see comments.
Use comments instead of sending separate Teams messages about a task -- it keeps the conversation attached to the work item.
On mobile, Planner is best for viewing and completing tasks. For creating plans, setting up buckets, and organizing the board, managers should use the desktop or web version (planner.cloud.microsoft) -- it's much easier with a full screen.
Planner integrates directly into Teams. Managers can add a Planner tab to any Teams channel so the whole team can see task boards without switching apps. See the Teams section for how to set this up.