![]() ![]() The entry-level business plan of Microsoft Office 365 Basic gives you access to a lot of features, including a business email, a 50GB mailbox via Outlook and a calendar. See More See Less Microsoft Office 365 Basic Compared to some of the best task management apps, Microsoft Planner has fewer integrations, though. There are also optional integrations with apps such as Slack and Zapier. The integrations with Office products, Teams and Outlook, for example, are seamless. One of the best things about Microsoft Planner is that it’s a part of the Microsoft 365 family of apps. The calendar view is labeled as a schedule view, which simply shows the tasks with due dates on a calendar. ![]() There’s a charts view that gives you a visual representation (pie and bar charts) of tasks, buckets and user availability. You can use a Kanban board that has a classic interface with columns, known as buckets, and cards for tasks, and you can simply drag and drop the cards as the work flows. Microsoft Planner offers three views for projects and tasks. So if one person marks a task as complete, it marks it as complete for all users. You cannot separate sections of a task, though. Even more helpful is that you can assign a task to multiple users (up to 11). ![]() Now you can create a task and assign it to a user either via Planner or Teams. It took years for Microsoft to add a task assignment feature. Although the features are fewer than other project management tools, they are effective for simple projects. The Kanban, charts and calendar views are intuitive for anyone to use and give a clear view of the tasks at hand. You can easily create to-do lists, checklists and projects. You need to have a Microsoft 365 subscription, and it isn’t available for personal or home users, only business plans.Īt its core, Microsoft Planner is a task management application. Also, you cannot purchase or subscribe to Microsoft Planner as a stand-alone product. As a task management app, it works well enough but it doesn’t provide enough functionality to be a fully featured project management tool (that’s what Microsoft Project is for). Microsoft Planner is only available via a browser or mobile app. Beyond that, it’s easy to use, so you won’t have much of a learning curve even if your team hasn’t used Kanban boards before. The biggest benefit of Microsoft Planner is what sets it apart from the competition: native integrations with Microsoft products. Built-in collaboration comes via Microsoft Teams, so there’s no need to connect a third-party app.Īs valuable as the native integrations are in Microsoft 365 for Microsoft Planner, they aren’t going to help if you don’t already use or plan to use Microsoft products. It offers seamless integrations with other Microsoft products, so you can easily create documents and spreadsheets with Word or Excel and share them on Planner. Looking for a bigger-picture view? Try the Charts view for a quick look at your plan's overall progress.Microsoft Planner is included in every business version of Microsoft 365, so you don’t have to purchase separate task management software for your teams if you already subscribe to Microsoft 365. With labels, buckets, progress symbols, dates, assignments, comments, and attachments shown for each task on the Board, you can get a good sense of what's going on in your plan, at a glance. You can sort tasks into buckets to help you organize tasks into things like phases, types of work, or departments. If you need more ways to organize your work, you might find buckets helpful. Once you've defined labels on one task, they're available to all tasks in the plan.įor example, you can define the pink label as "Safety" on the "Add funds to account" task, and then set that same flag on every other task in your plan that is related to safety. Note that renaming the label will affect all instances where that label color is used in the plan. To rename a label, select the pencil icon next to it in the list, and then enter a new name for it. On the card, select Add label, and then select from one of the 25 labels in the list. On the task board, select a task to open details. In Planner, labels can help you quickly see certain things that several tasks have in common, like requirements, locations, dependencies, or important time constraints. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |