Microsoft Planner To Crush Your Goals

Microsoft Planner

Got big plans for your business this year?

Whatever you want to achieve, Microsoft Planner can help you to organise tasks, assign them to team members, and check the progress along the way.

We put together a video to help you walk through the process. Check it out below.

To get started, create a team in Microsoft Teams. Add the people responsible for helping to complete tasks in your plan.

Next click on the + icon, and then the Planner tab.

Create a new plan and give it a name. When you do this, members of the team will be alerted that a plan’s been created.

Next, you can create ‘buckets’ of work. For example, if you were organizing a virtual event, you could have a bucket for attendees, one for speakers, one for marketing, and so on.

Within each bucket you can set tasks with deadlines and assign them.

When you click into each task you get a more detailed view. Set a priority, add notes and attachments, comments, and even break the task down into sub-tasks.

Click on Charts at the top of the Planner screen, and you can see the progress of each task, in chart form.

Click on Schedule to get a calendar view of when each task is due to be completed.

We like to think of it as the ultimate collaborative to do list!

If you want some help getting this set up for your business, or anything else to do with Microsoft 365, get in touch with today.

For more tips on Planner and Microsoft 365, check out our other related posts here.

Similar Posts

Leave a Reply

Your email address will not be published. Required fields are marked *

I accept that my given data and my IP address is sent to a server in the USA only for the purpose of spam prevention through the Akismet program.More information on Akismet and GDPR.

This site uses Akismet to reduce spam. Learn how your comment data is processed.