The task entry in a plan should describe the work item and what is required to be delivered or completed. At the end of this task, there is something that is delivered or can be defined as completed. Your new plan will then be created and appear in the web browser.Ī task is a quantifiable work item that must be finished within a certain period of time or by a certain date. If you’d like your plan in a new group, click Back, or you can click Create plan to continue. Then, the Choose a group for you plan screen will appear. You can also add your plan to an existing Microsoft 365 Group by clicking on Add to an existing Microsoft 365 Group. The name of your Plan should follow a similar naming convention to avoid having everyone use the same name for their plans. department, business function) in the middle. A typical naming convention will define the prefix and/or suffixes to use and some sort of identifier (e.g. Tip 1: Your organization may have a naming convention to use for Microsoft 365 Group names. This will prevent everyone from making changes to your plan. It’s a good idea to limit access to a plan to only your team members. Private plans are only visible to people you’ve added to the plan. Note: Public plans are visible to everyone in your organization.
Give your plan a name, change the privacy setting, and create a group description. To create one in Planner, click on New Plan. I typically create a Plan in Microsoft Teams or in Planner itself. These are the common collaboration resources used by team members. Note: Creating a Microsoft 365 Group will automatically create resources for the members of the Group. The Plan membership is defined by using the Group owners and membership. You cannot create a Plan without assigning it to an existing Group or creating a new Group. Creating a Planner PlanĬreating a Planner Plan requires a Microsoft 365 Group.
PLANNER PLUS BACKUP TASKS PROJECTS HOW TO
Now that we have a baseline on when it’s best to use Microsoft Planner, let’s talk about the top Microsoft Planner features, and tips on how to set up and use each of them. Reporting on work not started, in progress, and completed.Įxtensive reporting on task state and resources consumed. Might be tagged with an indication of high, medium, or low effort.Įstimated hours are assigned to tasks with assigned resources. No estimation of hours to complete a task. Tasks have a start and end date with multiple resources assigned. Tasks that have a start and end date with one or more team members assigned. Here is some guidance on when it’s best to use these different task management solutions.ĭaily tasks that have a due date assigned to me. A Planner task can be assigned to multiple users, assigned to a Plan bucket, have a start date, use labels (like a category in To Do), include comments from multiple users, and maintain a history. However, a Planner task is a little more advanced than a To Do task. Both have a task name, priority, due date, notes for additional details, contain attachments, and a checklist. Plan tasks and To Do tasks have similar features.
What is a Planner Plan?Ī Planner Plan is like a collection of tasks that can be assigned to members of a team. Microsoft Project is the next best step up if you need more planning features than those available in Microsoft Planner. Project managers track tasks to compare time-based resource estimates versus actual usage. Tasks can be assigned as predecessors and successors to each other for planning and scheduling. It is used for managing large projects that require accurate estimation of tasks and the assignment of resources for capacity planning.
PLANNER PLUS BACKUP TASKS PROJECTS SOFTWARE
Microsoft Project is a project management software product. It offers an intuitive way to collaborate between users. Planner is equipped with Kanban boards and to-do lists and offers simple task creation and organization to manage teamwork and projects. What is Microsoft Planner used for?Īlthough it has become a major player in the task management software space, Microsoft Planner is more of a simplified Microsoft Project solution, but richer than apps like To Do or Tasks. This blog post reviews the key features in Microsoft Planner with tips on when and how it’s best to use them. With Microsoft Planner, users can create plans, assign tasks, chat about tasks, share files and see charts of their team’s progress. Microsoft Planner is a mobile and web-based visual task management and collaboration application that is available to premium, business and educational subscriptions of Microsoft 365.
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