![]() Toggling between these views transforms your raw Planner input into useful visuals that are easy to share. There’s Board, which we’ve been looking at, but also Charts and Schedule. At the top of the window, you can switch between three different views in Office 365 Planner: The board grows as you add new tasks and buckets, but this is only one of the ways you can visualize your project in Planner. You can drag and drop tasks from one bucket to another as a project progresses, or as different people need to take the lead. Buckets are the categories that help you quickly distinguish relevant features of tasks, such as status or classification.(More on how to complete actions like this in the tutorial below.) When it’s complete, you can remove the task from view without losing any important information. As you learn more about your project, you can add files, notes, and updates to the task. Each task has a digital card where you can assign people, start/end dates, and a priority level. Tasks are actions that need to be completed as part of the project.You might as well be at a whiteboard, and that’s the idea. You can see the basic breakdown of tasks visualized as cards, which are organized in buckets. Here’s a Office 365 Planner example I just put together, as seen in board-view: For users who have worked in Kanban or Scrum environments, Planner will be intuitive. My tasks lets you see the upcoming tasks broken out from all your associated plans.Īs an organization tool, Office 365 Planner is simple, clean, and agile.You can favorite plans to keep them in focus or see the most recent first. Planner hub lets you oversee all your plans.New plan launches Planner and builds an Office 365 Group for anyone you invite to the plan.On the left hand panel, you’ll see a few options: With Office 365 Planner, you can create and monitor detailed plans in a clutter-free space. We’ll cover the 20% that trips people up, including a quick tutorial. If you’ve never worked with Planner before, don’t worry: 80% is straightforward. It’s fairly lightweight-more like Trello than Asana-but as one of many excellent Add-ins for Office 365, Planner is constantly improving. It’s incredibly easy to use, fully integrated with all of your Office apps, and free so long as Planner is included with your Office 365 subscription.Įssentially, Office 365 Planner is Microsoft’s way of making sure their subscribers don’t have to rely on third-party apps for project management. Microsoft Planner is an Add-in for Office 365 that helps you organize teams and stay on top of your projects.
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