7. If you’re using Microsoft Teams, Planner is a great way to keep track of your team’s tasks as they update the status in real time. I recommend downloading the Planner mobile app so you can work on your plans, assign tasks, share files, get updates on progress and more on-the-go. January 3, 2018. Click on the Rubik’s cube menu located at the top left corner of the screen to go to the app launcher. Today, I am going to give you my top tips for planner organization. In the recent update of Microsoft To Do, you have the drag-and-drop gesture. 4. You can access Microsoft Planner by signing in to Office 365 using your valid school or work email. Microsoft has done a terrific job of integrating the two services. Drag-and-Drop Tasks. (Keep in mind you can’t copy the content to an existing plan). 2. In Planner you can choose between three different views: By selecting “Schedule” you can see a calendar view of the tasks that have any start and due date set. Please stay tuned for my next blog post where I give you even more Microsoft Planner tips on how to work more efficiently. Tips and Tricks on Microsoft Planner. Employ the Office 365 integration. Erhalten Sie unseren wöchentlichen Newsletter direkt in Ihr Postfach. The biggest tips & tricks library, search for hack and cheat codes for top mobile games and apps. Planner is also based upon Office 365 Groups. 1 comment. Click here for some insights and tips to get you on the right track. Words are good, but sometimes emojis are better. Prioritize your tasks into buckets. Add Emojis to your task title . Apply the due date and calendar functionality. Make use of the attachments feature. ニュースレターをメールで配信しています。是非ご購読ください。. I continuously use these tips throughout my planning system and see some major improvements in my time management and work rate every month. Adding emojis to your task titles . In this scenario, you can have different Planner plans for every channel, but they all share the same Office 365 Group. Office 365 Planner is an easy-to-use and extremely visual way to organize teamwork. AvePoint accelerates your digital transformation success. Planner makes it easy for teams to create new plans, organize and assign tasks, share files, chat about their work, and get updates on progress. Table of Contents: 1. AvePoint ブログ更新情報など、便利なお知らせが満載の Try a desktop app. For instance, everyone given access to a Group will get access to the plan as well. This allows your team to create and organize tasks within Teams. If you have any questions, please leave your comments below. Get bite-sized tips designed to boost your efficiency with Microsoft Planner, the planning and project management app for Office 365. For one, you need to do this from the browser by going to a plan you wish to copy -> click the three dots and choose “Copy plan.”. Words are great, but sometimes emojis are better. Planner is useful to track team progress. If you work in a team, speak with your team members to create a set of buckets that make the most sense to your project and the workflow. You can see the Microsoft Planner logo from there. Managing your work and projects in Planner, you still need the “big picture” and cross-project visibility, which is not possible within the standard Planner toolset. Add plans as a tab within Microsoft Teams. 3 Min read. Keep it visual. Not long ago, Microsoft added the “Priority” options to Planner. It keeps everyone informed about which tasks are in progress, not started, late, or complete. From here, you’ll be able to sort and filter all your assigned tasks. This makes it easy to govern membership and add additional workloads onto the Group in question (something we’ll get more into later). This is no doubt part of Microsoft’s intention to keep Planner a simple tool for everyone to pick up and use. To extend its capabilities even more, use FluentPro’s Power BI reports packs for Microsoft Planner to visualize portfolio data and build or update project dashboards quickly and easily. T. Microsoft Planner or O365 Planner helps a team to collaborate more efficiently and complete the tasks in a more timely manner. Try to avoid calling your new planner something like “To-Dos.” Unless your organization is enforcing … Add project portfolio management functionality. This means that if you use Planner in Microsoft Teams, you can’t make a copy to use in that same Team. You have a few alternatives aside from working in a browser. Instead, you would need to copy the plan and then apply a Team to that newly created Office 365 Group. And as importantly, users can instantly adjust dashboards to address changing requirements without waiting for IT or report developers!