Add a plan
Your IT provides Planner templates with prepared buckets and tasks. This way, all projects start with the same process.
Open Utilities
In the detail view of the team, open the Utilities section and click Add plan.
Choose a template
Under Plan template, choose a template, for example Customer project. Each template shows its description below it.
Give a name
Under Name, enter the name of the plan, for example Project plan Atlas.
Add the plan
Click Add plan. Seamless prepares the plan.
Add the plan to the team
In the team, add a new Planner app as a tab. Choose Create from template and then the plan you just created.
Your IT decides which templates are available.