If you are really busy in the Plan, change the calendar view to week view, to see all the team’s task. So always remember to set up a start and due date to the tasks. Other tasks without any set start date and due date will be not displayed in this view. In the calendar view you'll see all the tasks with set up start date and due date. This way you can be visually sure what task has attachment and which not. Make a decision what attachment you would like to show on the card (the task preview). You can upload up to nine files per task. You can add attachment of any kind (files, links or SharePoint links) to the task. 9) Microsoft Planner best practice: Attach files, links or SharePoint That way you can also track the tasks in the schedule view. Others will be able to see if you started on the task or if it is in progress. On the general level it can help in the communication you set up a start date. This is also good example why to have stakeholders assigned to all the plan’s tasks. If I want to be informed about what is going on in this assignment I have to be part of this task. The person can reply by email or in the comments. Best communication about your task is to use the comments section. By adding a comment this message will be send (an email notification about this assignment) to the people whose assignment this is.Use notes for providing some instructions to the assigned team members like what to do, where to find the files, where to safe the reports, who to contact, etc.That way all your team members can be assigned to specific tasks. You can always create a new plan for your team, connect your team with already existing plan or with the default plan that is automatically created in the background. You can use either the online version of Planner or the version of this app in Teams where you connect specific team with a plan you create. In other words you have to connect your plan with a specific group. 17) Microsoft Planner best practice #17: Sharing links to tasksġ) Microsoft Planner best practice: Add plans as a tab within Microsoft Teams.16) Microsoft Planner best practice #16: Use Planner shortcuts.15) Microsoft Planner best practice #15: Pin Planner to the left navigation bar.14) Microsoft Planner best practice #14: Duplicate the tasks or the whole plan. 13) Microsoft Planner best practice #13: Assign the task to stakeholders too.12) Microsoft Planner best practice #12: Use the Charts or Schedule view too.11) Microsoft Planner best practice #11: Prioritize the tasks.10) Microsoft Planner best practice #10: Create checklist with items.9) Microsoft Planner best practice #9: Attach files, links or SharePoint.8) Microsoft Planner best practice #8: Use comments and notes.7) Microsoft Planner best practice #7: Combine filtering and grouping of tasks.6) Microsoft Planner best practice #6: Create rules for label grouping.5) Microsoft Planner best practice #5: Categorize the tasks by buckets and by labels too.4) Microsoft Planner best practice #4: Organize by the amount of effort instead of priority.3) Microsoft Planner best practice #3: Always select a start date and due date.2) Microsoft Planner best practice #2: Create master plan or sub plans.1) Microsoft Planner best practice #1: Add plans as a tab within Microsoft Teams.Here are the 17 best practices for your team to use Microsoft Planner: To make your Planner to look like a desktop app, use Chrome’s “Add to Desktop” functionality – this will allow you at at least to pin Planner to your taskbar. Planner does not have so far a desktop app, but still you may access all the information from the mobile app, online version or from within Microsoft Teams. It is just about connecting your activity in the Teams with Planner and starting managing all the tasks. With every newly created team in Microsoft Teams, there is automatically new SharePoint site created, OneNote notebook and just Planner plan. PS: If you would like to manage bigger projects, you should rather prefer Microsoft Project instead.Įven if you do not use Planner in your business licence of Office 365, it is always following your activity in the background. Virtual communication is done in Microsoft Teams, notes in OneNote, files sharing in SharePoint or in OneDrive and task management just in Planner. Thinking about team productivity and managing teamwork we have to handle communication, files, notes, all kind of documents and tasks. Microsoft Planner is an easy-to-use light tool and it is visual way to organize teamwork which is also based on groups like the other applications in Office 365. If you want to manage all the tasks you need to have done in your team and you should learn Planner too. When it comes to task management Microsoft has simple tool - for some an alternative to Trello - called Planner, that is part of Office 365.
0 Comments
Leave a Reply. |