Don’t forget to add a plan description and choose whether new members should be automatically added to notification emails. In the “Who can view this plan?” group, choose “My organization” to make it available to everyone in your team and “Only people I add” to restrict viewing to those allowed access. It is better to use a name that concisely represents the purpose of the plan. In the Create New Plan window, type a plan name in the given field. However, if you want to create a new plan from scratch, click the New Plans option. If you want to view all your plans, click “All plans”. If you already have created plans, select the most frequently used ones by clicking “Favorite plans”. Once logged in, click Planner in the Home tab to load the Microsoft Planner interface. Go to the Planner page in Office 365 and enter your user details. To begin, you must sign in to your Office 365 account. You just need to make sure the templates are in tune with your team’s tasks and refine them if needed, and you can go right to work. Planner includes plenty of templates that allow you to quickly jump into tasks and projects, thereby saving a lot of time. You can even create additional tasks if needed. As tasks get worked on, you can change their status from “Not started” to “In progress” and finally to “Completed”. In Planner, you can break a big project into smaller tasks, with a timeline for each task, which collectively make up the duration of a specific plan. Users can also update task status and share task information for more seamless project coordination. It provides an easy way for teams to collaborate and plan and monitor tasks. To get in touch about our Microsoft 365 Business solution, please fill out the form below.Microsoft Planner is the virtual task management tool in the Office 365 suite. So these are our chosen best 3 features of Microsoft Planner! We hope these help you in your daily use of Planner, if you don’t already have this – check out our page on Microsoft 365 for license plans that include it. This is great for if someone isn’t active on a plan for a day or so, they can keep up with the progress via OneNote. Office 365 is well known for its collaboration features and one of these great collaboration pairings is between OneNote and Planner.īy clicking ‘Notebook’ on in one of your plans, OneNote will create a brand new notebook designated to the plan.Īll individuals within the plan can write in the notebook and keep updating it with information! You can also rename the label with ‘High Priority’, and this text will appear alongside the attached label Planner Notebook If one task is of high priority we will give a red label, a moderate priority task receives an orange label, and low priority tasks receive a green one. You can define what you want the labels to mean, as an example, we use coloured labels to represent task priority. Planner allows you to label your individual tasks using a colour coding system. Planner has a unique feature that you can use to help stay organized and keep on top of team tasks.Īll the tasks that you have within a plan can be viewed as a pie chart, which is further divided into task progress.Īll your completed tasks will appear as green – in progress tasks will appear as blue – late tasks will appear as red and tasks not started will appear as yellow.Ĭhart view will also display which tasks are assigned to which member. It offers some fantastic ways to organize your tasks and teams. Microsoft Planner is a planning application and great component of Microsoft 365, available to premium, business, and educational subscribers.
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