Creating a roadmap in MS Planner

Contents:

1. Creating a roadmap in MS Planner
2. Adding a project task to a roadmap in MS Planner
3. Adding a key date in MS Planner
4. Creating a group members in a road in MS Planner
5. Chat

Creating a roadmap in MS Planner

1. Open MS Planner.
2. Click the "New Project" button.
3. Click the "Roadmap" button.
4. Enter the roadmap name at the top of the screen.
5. Click the "+ Add row" button.
6. Enter the username in the "Owner" filed.
7. Click the "Connect to a project" button.
8. Select the "Project" item.
9. Select the project name.

10. Click the "Connect" button.

11. Enter a three first characters of the task name.

12. Click the "Update" button.

Adding a project task to a roadmap in MS Planner

Steps to add a project task to a roadmap in MS Planner:

1. Select the project row
2. Click the "Add row item" button.
3. Click the "Update items" button.
4. Enter a three first characters of the task name.
5. Click the "Update" button.

Steps to describe a project task in the roadmap in MS Planner:

1. Click the task bar.
2. You can change the task name.
3. You can set the task status in the "Status" field.
4. To show task information click the "Details" button.
5. You can change the task name in the right block.
6. You can set the task status in the "Status" field in the right block.
7. You can move a task, select a task and click the "Move up" button or the "Move down" button.
8. You can delete a task, select a task and click the "Remove row" button. 

Adding a key date in MS Planner

1. Click the "Add key date" button.
2. Enter the date name.
3. Enter the date in the filed "Due date"
4. Set the date status in the "Status" field.

Creating a group members in a road in MS Planner

You can work with a roadmap with your coworkers. Create a group and add coworkers.

Steps to creating a group members in a road in MS Planner:

1. Click the "Group members" button.
2. You can use an existing group. Click the "Add to a group" tub and select the group name.
3. You can create the group:
4. Enter the group name in the "Group name" field.
5. Enter the group description in the "Description" field.
6. Select the group privacy in the "Privacy" field.
7. Enter user logins.
8. Click the "Create" button.

1. Click the "Connect" button.
2. Enter a three first characters of the task name.
3. Click the "Update" button.