How to get the most out of Microsoft Planner.
Microsoft 365 comes with a suite of productivity tools that integrate seamlessly with each other, allowing organizations to manage their workflow, communications, and storage all in one place. Microsoft Planner is Microsoft’s task management tool that makes it easy for teams to collaborate and visually organize their work.
With Planner, teams can create project plans, assign and organize tasks, manage project timelines, and collaborate in real time. Planner also integrates seamlessly with Microsoft Teams and SharePoint, meaning teams can store important links, files, and other content in addition to their associated tasks. This ensures that everything related to a project is stored together and is never more than a click away.
Here are three best practices to help you get the most out of Microsoft Planner:
1) Integrate Planner with Microsoft Teams
While you can access and manage Planner online, consider creating plans and organizing tasks directly from Microsoft Teams. This allows you to link Planner’s project and task management system with Teams’ collaboration and communication platform, keeping everything in one place and dramatically improving your team’s efficiency. You can learn more by watching our Microsoft Teams collaboration video.
2) Organize tasks by action priority
Consider organizing tasks by action priority: keep quick wins (high impact, low effort) separate from big projects (high impact, high effort) and fill in (low impact, low effort). This allows you to prioritize activities based on time, importance and effort.
3) Take advantage of the view
Planner has three different views (board, diagram, and schedule) that you can switch between with a single click. The board view uses a kanban-style board to organize and structure your tasks, while the schedule view provides a high-level calendar view of a project’s timeline and the chart view visually displays your progress. Learn more about views by watching our One-Minute Wednesday video on organizing by view in Microsoft Planner.
For organizations already using Microsoft 365 and looking for a tool to help their team manage project timelines and organize and assign tasks, Microsoft Planner is the perfect solution. Seamless integration with Microsoft Teams and the rest of the Microsoft 365 product suite allows teams to manage tasks, files, and communications all in one place, increasing productivity and efficiency across the organization.