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How to Use Microsoft Planner as a Kanban Board

Updated on:
June 5, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to turn a Microsoft Planner plan into a Kanban board.

Quick summary

Microsoft Planner lets you switch any plan into a Kanban board view, giving teams a visual way to track and manage tasks by progress. By navigating to My Plans, selecting a plan, and clicking View Board, you can instantly organize task cards across columns without any extra setup.


Steps

  1. Head over to the left-side panel and click My Plans.
  2. Find and open the plan you want to use as a Kanban board.
  3. Navigate to the top menu bar, then click View Board.
  4. Your plan is now displayed as a Kanban board — add, move, and arrange task cards based on their progress.

📌 Why this matters

Microsoft Planner's built-in Kanban board view gives teams a visual, drag-and-drop way to manage tasks without switching to a separate project management tool. By grouping tasks into bucket-based columns, teams can instantly see what's in progress, what's blocked, and what's done — all within the Microsoft 365 ecosystem. This makes Planner a practical choice for teams that want lightweight agile task management tightly integrated with tools like Teams, Outlook, and SharePoint. Switching a plan to Board view takes just a few clicks, making Kanban-style workflows accessible to any team, regardless of technical skill level.
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