![]() Make sure you have a clear purpose for every task. Here are some Microsoft Planner best practices for setting and organizing tasks. ![]() We can’t talk about Microsoft Planner best practices without discussing tasks! Now that you’ve set up your Microsoft Planner plan and invited your team members, it’s time to start getting things done. Tasks: The ins and outs of task setting in Microsoft Planner You can choose different “buckets” to categorize your tasks, add custom fields to your tasks, and change the background color of your plan. Customize your plan’s layout and fields: Microsoft Planner offers a variety of options for customizing the way your plan looks and functions.You can also add a personal note to the invitation if you’d like. Click on the “Add members” button and enter the email addresses of the people you want to invite. Add members to your plan: Now it’s time to invite your team members to join the plan.Give your plan a name and a brief description, and choose a group or team to associate it with. Create a new plan: To get started, click on the “Create a new plan” button in the top right corner of the Microsoft Planner homepage.Here are some best practices for getting your Microsoft Planner plan off the ground: Once you’ve decided to use Microsoft Planner for your team’s project management, the next step is to set it up for maximum efficiency. That’s where our Microsoft Planner best practices come in! You can have conversations about specific tasks, attach relevant files and documents, and even see an overview of upcoming tasks and deadlines on the calendar view.īut with great power comes great responsibility (or something like that), and it’s important to use Microsoft Planner in the most effective way possible. In addition to its customizable features, Microsoft Planner also offers a variety of ways to collaborate with your team. You can create custom fields, choose different “buckets” to categorize your tasks, and even change the background color of your plan to match your company’s branding. It’s easy to customize your plan to fit the needs of your specific project and team. One of the best things about Microsoft Planner is its flexibility. With features like task assignments, file attachments, and team conversations, it’s a one-stop shop for all your project management needs. Microsoft Planner is a project management tool that helps you and your team stay organized and on track. The Tasks app provides notifications for Planner tasks which will show up in your Teams activity feed both on your desktop and in the Teams mobile app.Just googled Microsoft Planner best practices? Are you tired of using sticky notes and Excel sheets to manage your team’s projects? Do you want a more organized and efficient way to keep track of tasks and deadlines? Look no further than Microsoft Planner! ![]() Use these filters to find tasks, or to scope your view to more easily select a group of tasks to change. You can filter My tasks lists by due date and priority, and Shared plan can additionally be filtered by label, bucket, and assignment. Options can vary depending on the list you're viewing. You can also choose More options and then select Delete, Move task., or more. Press and hold the SHIFT key to select multiple consecutive tasks, or press and hold the CTRL key to select multiple nonconsecutive tasks.Ībove the tasks list, on the left, choose Progress, Priority, or Due date and choose an option. Select a task by clicking or tapping somewhere on the task that is not the Complete circle or the name of the task. To change several tasks at the same time, or do a "bulk edit", follow these steps. It also allows you to filter your tasks, which wasn't available to To Do previously. ![]() This is called List view, and allows you to change many tasks at once, which wasn't as possible in either To Do or Planner before. Rename the Teams tab for a plan (Tasks app will use this name)Ī unique feature of the Tasks app how it displays tasks and information associated with them in rows and columns. Note: To find out how to perform specific actions in Planner, see the Planner help and learning center. ![]()
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