The second allows you to create assignment cards that employees can grab at will. The first allows you to assign specific topics to specific employees. There are two basic options for these assignments. Within that bucket, you can create specific assignments. In fact, it starts by filling your “buckets.” Microsoft Planner lets you create buckets for various tasks. Your first step towards a more productive work life is nice and simple. As you utilize the tool, you can expand to other features! The key is to choose a project and get started. We’ve come up with 8 productivity boosts to help you use Microsoft planner more effectively. How to Use Microsoft Planner Effectively? Once created, you can immediately begin adding and assigning tasks. Once you name your plan, it will take a few seconds to generate. If you have already created a plan in another channel, you can also select to re-use it. On the next screen, give your Planner tab a name. In Microsoft Teams, use the left navigation to get to the team where you would like to create a plan.Īt the top of the Team, click the “ +” plus sign to add a tab. You can do this easily from the Teams interface. These gains can be further increased by utilizing Planner within Microsoft Teams. How to use Microsoft Planner in Microsoft Teams?Īs outlined above, Microsoft Planner can provide substantial productivity gains by making it easy for your team to find project plan information. Keep reading to see how your team can quickly become more productive utilizing the Microsoft Planner productivity boosts! Features such as progress tracking, task assignment and management and reminders are included. Many of the project management features required are included in Planner. Planner is simple, easy to use for new users and included in the licensing for Office 365 users. If you are not ready to jump into full project management software, you may benefit dramatically from utilizing Microsoft Planner instead. Microsoft Project is the ultimate in project management tools but it is also complex and expensive. How to use Microsoft Planner for Project Management? Planner is easily accessed through a browser, within Microsoft Teams or through a mobile app for Android and iOS. It improves teamwork by organizing an Office 365 group or team’s tasks, files and conversations. Microsoft Planner is a tool within the Office 365 suite. Wondering how to use Microsoft Planner to achieve this kind of productivity power? Keep reading to discover the secrets! It may sound too good to be true but Microsoft Planner offers all of the tools that you need to boost efficiency for both you and your staff. Watch this video to learn how to create a plan with Planner in Teams:įind more help with Microsoft Planner from Microsoft Support.What if a single app could give your workplace efficiency a major boost? Get Planner assignment notifications in Teams.Open your Teams-created plan in Planner or Teams.Organize tasks in buckets such as “planned”, “started”, “in testing” and “completed”.Ĭheck out the following links to learn how to use Planner:.Share plans within a Team and Channel within Microsoft Teams.Create new project plans quickly without having to learn how to use a project management tool.Here are some useful applications for the Planner features of tasks cards and buckets: Planner (soon to be called Tasks) will soon become your hub for all tasks, deliverables and to do items. Using Planner, you can easily integrate your tasks from Outlook, or attach and view task documentation by linking it to SharePoint or discuss a project within Teams. Planner features a simple to use card-based interface where you can create tasks and buckets (categories) for tasks. As we mentioned last week, Planner will soon be renamed Microsoft Tasks. To conclude our monthly theme of highlighting various scheduling tools discussing their use and benefits, this week we are going to focus on Microsoft Planner. Tools for Success: Planning Your Day in Microsoft Teams – Tech Tip for October 28, 2020
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