Create a Plan in Microsoft 365 Planner


Those with an active CUIMC Microsoft 365 account have access to create plans in Planner for project management tools that can be used with other CUIMC account holders.

  1. You must be logged in to your CUIMC Microsoft 365 account. If not visit http://portal.office.com and log in with your full CUIMC email address and its password.
    If you are off campus, you will also be prompted to use your CUIMC Duo multifactor authentication method, for help see Using CUIMC Email and Office 365 Apps with Duo.
  2. Select the App Launcher (waffle) icon in the upper left, then select Planner from the list that appears. You may need to select an All Apps link first.
  3. Select the New plan link at the top of the left navigation and follow prompts. New plan link in left side of Planner online

Help and Training

See Microsoft tutorials for Create a plan in Microsoft Planner, Planner video training, and Microsoft Planner help & learning. Please note that some features or options mentioned in the tutorials may not be available or may vary due to CUIMC's license and implementation of Microsoft 365, your permissions on the product, and product updates released by Microsoft every month.

The general Microsoft Support page also provides help with learning to use a program, finding out about features, and troubleshooting an issue.

More online training including the popular LinkedIn Learning online course site is free for Columbia and CUIMC affiliates. See our Software and IT Training Resources page for details.