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You will be able to choose from existing Planner boards, and you already have an O365 Group that was created when you made the Planner board earlier. From there you can add the Planner Tab (or any other for that matter): Now make sure you select “Create a team from an existing Office 365 group.” You just need to head over to the Teams desktop application, select Join or create a team à Create a team. You intend to have a Teams page on which team members can collaborate. Let’s say you created the Planner board, TeamsPlannerBoardTest. Did you know you can connect Teams with other applications such as Planner?ĭoing this gives your team members a single location to access when they are doing work on that particular team’s activities. It contains a chat functionality, as well as a file storage location by default, but that’s not the best part. Teams is another great app with a collaboration platform that Microsoft is designing heavily on. With that, you will be able to create a Team in Microsoft Teams. Since Planner is a part of the new Office 365, creating a Planner board will also create an Office Group. There was already a test for this, but it seems to have been stopped for now. FEATURES ON PRO PLANNER PLUS FULLIn time, there will probably be a full integration with calendar apps such as Outlook. You will get one telling you that the task is nearing its completion date and another one once it’s actually supposed to be done. ![]() You will find that the due date will trigger mails from Planner to the assigned resources. You can even move away from the boards all together if you want to. The view really contains all that is needed. FEATURES ON PRO PLANNER PLUS PLUSThe big plus about this view is that you can start your tasks right from it. Maybe I just like to see the strike through when I’ve completed something…it gives me a feeling of achievement! Oh well! It happens within all Planner views, but it is something to get used to. One thing I don’t like that much about this view is that completed work disappears. I think the weekly view is most useful for stand up meetings, where the monthly provides a broader overview of what’s coming. Here, you have the option to switch between a monthly or weekly view. Note the schedule can be accessed from the top menu: The view is obviously linked to the Start date and Due date fields, as shown below: It gives the user a different, more calendar like, view of what’s on the board. That being said, the “Schedule” feature, in particular, is one I like a lot. ![]() The new apps (Teams, Planner, and Power BI) are all born from the cloud and from an Agile mindset. This has been a strategy change compared to the classic Microsoft Suite such as Word, Excel, etc. Microsoft is very keen on creating and delivering new content fast. The Schedule feature is one that was added in the beginning of 2018. Now, let’s add another checklist to that one that has become a task. See below:Īs you can see, it is now available as a task itself, with all additional options such as adding labels and attachments. Here’s an example in which I pick the third item on the list and click “Promote item” (Note this Promote button comes available once you hover over the list items). The checklist starts under the task description and can grow up to include up till 20 items. That said, my favorite thing to do is create checklists, and I bet I’m not the only one! The great thing about a Planner board checklist is that you can “Promote” a single checklist item to become a task of its own.Īdding checklist items is very easy. You have room for a short description, can add attachments, and utilize a chat feature. You can change the bucket, progress start, and due date. Ben has already described a lot in his two posts ( Using Microsoft Planner and Using the Microsoft Planner App), and I encourage you to take a look at them if you haven’t already. There are a number of things you can do from within a single task. I’m going to focus on three features of Microsoft Planner that I know you will like. FEATURES ON PRO PLANNER PLUS HOW TOWhat I want to do here is give you some additional insight on how to use the app. You can visit Ben Howard’s articles here: Using Microsoft Planner and Using the Microsoft Planner App. There has been some great content covering Planner on MPUG lately. I’m not the only one that notices the power Microsoft Planner has. It’s because this “new” app by Microsoft has grown a lot and fast. On my personal blog, I once wrote that Planner is one of the better Project Management tools. ![]()
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