Planner & Project Plan 3 Instructions

Getting Started

• Planner is best for lightweight task tracking, team collaboration, and Kanban-style boards
• Project for the web provides more structured planning with timelines, dependencies, and roadmaps
• The Project desktop app offers advanced scheduling and resource management
• Files and plans can be shared and collaborated on via OneDrive or SharePoint

How to Access

Option 1: Use Planner and Project in your browser

1. Go to https://www.office.com
2. Sign in with your work account uNID@umail.utah.edu
3. Open the app launcher (waffle menu) and select:

• • Planner (for task management and team collaboration)
  • Project (for project planning)

You can also access them directly:

• Planner: https://tasks.office.com
• Project: https://project.microsoft.com

Option 2: Install the Project desktop app (optional)

1. Go to https://portal.office.com/account
2. Select My Account > Apps & devices
3. Locate Project and select Install
   Note: If Project is not listed, select Other install options or check https://www.microsoft365.com under your apps.