![]() The right side of the Schedule view displays all unscheduled tasks.Agile project management expert, Fred Wilson, recommends the Best Calendar Apps to boost your productivity in 2022 in this article. New tasks can be created with a pre-assigned due date by clicking the “ plus button” in the upper-right of a calendar date’s box. The Schedule View provides a calendar-esque view that shows how many tasks have been assigned due days by date. ![]() This is a good way to see if the workloads are balanced. You can see how many tasks exist given a set priority.Īlso, the tasks can be displayed based on team member assignments. You can see how many tasks each Bucket contains. The Charts view displays a report of how many tasks are running late, in progress, completed, etc. Time period ( Late, Today, Tomorrow, This Week, Next Week, etc.)Įach of these filters behaves as a toggle click once to apply the filter, click again to remove the filter.To reduce clutter and allow you to focus on specific Tasks, cards can be filtered by: You can also arrange the cards of Tasks in different ways using the following Group By options: Planner has several ways to view information: Once you are on the desired Bucket, you can press the ENTER key to start a new Task. If you are one who enjoys steering your computer via a keyboard instead of a mouse, you can use the TAB and SHIFT-TAB keys to move through the list of Buckets. The comment will be posted in the Outlook shared mailbox for the team.A comment icon will appear on the summary card for the task, and.When adding comments to a task, clicking the “ Send” button performs two actions: NOTE: Displaying certain details, such as “ Notes” will come at the cost of displaying “ Checklist” items (and vice-versa.) Adding Comments The summary card can display much of the detailed information in an abbreviated form.Ĭompleted tasks do not show up on the summary card. Adding file attachments from your local computer, SharePoint, or a shared link ( files added from local storage will be uploaded to your SharePoint drive).Adding detailed notes and comments ( hyperlinks will be “clickable”).Assign a label and color to the task ( useful for identification and filtering).This allows you to add information to the task that was not originally offered. When a Task is clicked, the details of the task are displayed. You can give the task a name as well as assign the task to a team member ( or members) along with a due date.Īssigning a team member to a task will automatically send that team member an email notifying them of their newly assigned task.Īside from the task’s name, all other controls are optional and can be added, modified, or removed later. Tasks can be created under a specific Bucket by clicking the “ Add Task” button. Once you have your Bucket(s) created, it’s time to create Tasks to place in the Buckets. This is also useful if the plan is to only include yourself or there are no available Teams available.įor our example, we will assign the plan to an existing group called “Finance” and name the plan “Finance System Update”.īecause Planner is a collaborative tool, everyone on the “Finance” team can contribute to the plan. Private – Only team members of the plan have access to the plan information.Public – The plan is viewable by anyone within the organization.You can set your privacy options to one of the following: If you select one of these groups, all members of the team will have access to this project. Optionally, if you want to share your plan with an existing Microsoft 365 group or Microsoft Teams team you are a member of, you can click the below button to display a list of those groups. To start a new plan, click the New Plan button ( upper-left). The Planner Hub displays all the plans you have created as well as plans you have been added to by others.Ī plan can be thought of as a project something that needs to be done that may or may not involve smaller tasks. If you don’t see a link for Planner, click the All Apps link to display the full app subscription list.Ĭlicking the Planner link will take you to the Planner Hub. If you have logged into your Office 365 account through click the App Launcher ( upper-left) to display your app subscriptions. Scan one of the QR Codes below to be taken directly to the Planner app download for your device. Aside from the downloadable versions for iOS and Android, there is not a locally installed version of Planner for the Windows environment. NOTE: Planner is a browser-based application. ![]() Microsoft Planner can be accessed directly from the website or your Microsoft Teams desktop.
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