Microsoft Teams

Webinar for Task Management (Planner) in Microsoft Office 365

The OVPD-ITDC will be conducting Zoom webinars about Microsoft Teams Task Management (Planner) for UP Staff. This webinar introduces the attendees on how to use Microsoft Office 365's Teams and Sharepoint for Task Management in their UP Office/Unit.

Be sure to have your Office 365 accounts activated. Details on how to get your accounts can be found here:

For this webinar, a computer connected to the internet with the Teams app installed is required. Please check that you have downloaded Teams on your computer and mobile devices. Teams can be downloaded from

If you are using your computer for the webinar hands-on, it is also recommended that you participate in Zoom on another device (another Computer, Tablet or Phone) so that your computer is only for hands-on. This lets you watch the demo and follow along easily.

Below is the schedule of the webinars. You can choose to attend one or more of the following webinars:

March 2 (Tuesday), 9am - 10am and 2pm - 3pm
March 9 (Tuesday), 9am - 10am and 2pm - 3pm
March 16 (Tuesday), 9am - 10am
March 23 (Tuesday), 9am - 10am

To register in any of these Microsoft Teams webinars, click this link:

Please take note that you need to use your UP Mail to register in these webinars.

What is Microsoft Teams?

Microsoft Teams is a platform for collaboration where teams can add tasks lists, assign them to other members, and keep track of the progress of these tasks.

How to log in to your Microsoft Teams account

  1. On your web browser, go to

  2. Click the Sign In button, and enter your Microsoft Office 365 account (e.g. [email protected]), and password

    If you do not have a Microsoft Office 365 account yet, click here to see the instructions on how you can request for one.

How to create Teams:

  1. Once you’ve signed in, make sure you are in the Teams tab. Then click the “Join or create team” button found at the upper right portion of the screen.

  1. Choose “Create a team” and click the “Create team” button.

  1. Select your team type, and then click on it.

  1. Fill out the needed information, and select your team’s privacy settings.

  1. You may then start adding members to your team. They must also have their own Microsoft Office 365 account. Type their names or Microsoft 365 emails to add them.

  1. Your team has been created.

How to add a Planner tab in a Team channel:

  1. Click the “+” button found at the top.

  1. You will be shown a number of options. Make sure to select “Tasks by Planner and To Do.” You can also find Tasks by Planner by typing it in the Search box.

  1. You can then create a new task list for your Team or sub-team. The name you use for the new plan is what will appear on the tab at the top. You may choose to post this in the Team channel by checking or unchecking the box. Then click “Save.”

  1. The new tab for your plan has been added, and you can find it at the top of the page. You may then start adding the task lists for the team.

  1. For each task, you have options on setting due dates, assigning it to other team members, and more.

Once you have added the task, you can click it once more to see more options. You may assign it to other team members, show the progress of the task, determine it’s priority level, add descriptions, add a checklist for task breakdowns, and add attachments.

  1. You may also add a new bucket to create a new task list under the same tab/plan. Click “Add new bucket” and rename it.

  1. You may then add as many buckets and tabs/plans as needed by your Team by following the same steps.

How Generate the Work Accomplishment Report from Microsoft Teams

1. From Microsoft Teams App
Go to your Team’s Channel’s Task Tab.

On the upper right corner click the Globe Icon.

This will redirect you to open the Planner App in Office 365 using your Internet Browser.

2. From your Internet Browser
You can also access the Planner App via the Internet Browser with the URL

Select the Tasks tile that you are a member of.

3. Generate the Excel

From the three dots in the top most portion of the Tasks, click to open a drop down menu

Select the Export plan to Excel

This will ask you to accept the download of the exported excel file of your Team’s Planner.

4. Open the Excel File

From your downloads directory, open the downloaded file in your local Microsoft Excel App.

Hide all the first four rows and hide the other columns leaving Task Name, Assigned To, and the Completed Date columns. You may now apply Filters according to the Assigned To Column and Completed Date, and perform a Copy or Paste or even use Pivot Table Feature to get your Work Accomplishment from your Tasks.

Here is the sample output and you may opt to copy and paste and transform the downloaded spreadsheet into your desired report format.

Additional Resources

Watch this video tutorial to learn more on how to use Planner in Microsoft Teams.

For more articles, video tutorials, and other resources for the Planner in Microsoft Teams, you may click this link:

Technical Assistance

For technical assistance and for any other technical concerns, please go to and submit a support ticket.