![]() The due date is also there so you don’t get behind schedule. This helps in accountability and making sure the task isn’t ignored or forgotten. Since we’re talking about Planner best practices, it’s ideal that you indicate who a task is assigned to and when is the due date.Įven if this may not always apply to the tasks, make sure to do this when applicable. Always fill out assigned to and due dates Check here for more info: Microsoft Teams Best Practices Guide: Focus and Management. This is one of the best practices that I explained in Microsoft Teams. Similar to using Planner in SharePoint, using it within Microsoft Teams as a tab feels native enough: But it should be easy enough since all you have to do is to either create a new plan or select an existing one. The solution to this is to add a new tab within Microsoft Teams for Planner: Well, though it takes only a few seconds, the process sometimes takes you out of your train of thought. Add the Planner tab in Microsoft Teamsĭo you find yourself switching through Teams and Planner in your browser or desktop? Note: For more information on creating a new plan in Microsoft Planner, check out this article: How to Make a New Plan in Microsoft Planner (+No New Group). But this helps in organizing your project. This way, you will be able to divide the project into different small plans. Think of it as similar to creating a team in Microsoft Teams and then creating channels within the team. In addition to this, you might want to practice creating a master plan and sub plans for the same group. More often, you want a new plan within the same group.įor that, simply click the add to an existing Microsoft 365 group button when creating a new plan: When you create a new plan, you also create a new Microsoft 365 group complete with all its assets like a site, calendar, etc.īut truth be told, a new plan doesn’t always mean a new group. This will save you time since all you need to do is copy the templated task instead of creating a new one and setting up everything over again. As much as possible, try adding as many repeating details as possible. ![]() Because of this, you have to manually create the template first. If you want to save time creating new tasks, one way to do it is by creating templates or saving a copy of repetitive tasks.Ĭurrently, Planner has no templating feature. Note: For more information about Planner, check out this article here: What is Microsoft Planner? How to use it? (Beginner’s Guide). It’s something close to Trello due to its kanban board, with each plan associated with a Microsoft 365 group. If you’re not familiar with Planner, it’s basically a task management app with a lot of extra features. What are the Microsoft Planner best practices to implement? Make use of comments, notes, and attachments Check out available Power Automate templates Use filtering and grouping functions together What are the Microsoft Planner best practices to implement?.Each new plan created in Planner automatically creates a new Microsoft 365 group. Microsoft Planner is linked with Microsoft 365 Groups, meaning that it is possible for users to collaborate through the platforms. Planner enables users and teams to create plans, assemble and assign tasks, share files, communicate and collaborate with other users, and receive progress updates via various means. To start accessing Microsoft planner, one must first create a Microsoft 365 account. This means that Microsoft Planner is widely accessible. ![]() Microsoft Planner is available through the App store and the Google Play store, as well as on a computer. On JMicrosoft made the application available for general release and rolled it out over the first few weeks to eligible subscription plans. Some of Planner's uses include team management, file sharing, and organization. Microsoft Planner is a team-work oriented tool that can be used in a variety of ways. The application is available to premium, business, and educational subscribers to Microsoft 365. Microsoft Planner is a planning application available on the Microsoft 365 platform.
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