Microsoft Planner: How to Add Members

Microsoft Planner is a tool that helps you organize and manage your tasks, projects, and teams in one place.

1. Go to o365.uthsc.edu and sign in with your UT Health Science Center email and password.
2. Click the menu at the top left and then click on Planner.
   
3. Click on the planner you have created. It should be on the left-hand pane. Once you click on it, it will come up in the center of the page.
   
4. Once the planner comes up, look at the top of the page for three dots. Click on the three dots and then select Members.
   
5. After clicking on Members, a new page will open with Outlook. You will see the planner represented by an Outlook group with the same name as your planner. Underneath the group name, you will see a send email button and three dots. Click on three dots and select Add Members.
   
6. If the members are UT Health Science Center employees, you can search for them by last name. If the members are outside the university, you will need to add their full email address. After you have selected the desired member(s), click Add.
   
7. Once you have successfully added everyone as a member, click Close.
8. The members you add will receive an email with links to the Planner group. If they are a university member, they may be prompted to sign in. If they are not part of the university, they will be prompted to send and enter an account verification code. Once they have entered the code, they will have access to the planner.