You could previously use labels and filters to get a similar outcome, but with only six labels available for every given plan, these can now be utilized for other purposes. Microsoft also added the “group by priority” option which makes it easy to get an overview of the different tasks based on set priority: This is a welcome option to easily grade the importance of your tasks. The different options you can set on a task can be seen in the picture below: Not long ago, Microsoft added the “Priority” options to Planner. Microsoft Planner Tip #3: New Priority Options
It can take some time depending on the number of tasks, but since you can choose to copy all content within a task such as checklists, assignments, dates, etc., it might be worth it. In the above scenario you can also copy or move individual tasks between different plans. Instead, you would need to copy the plan and then apply a Team to that newly created Office 365 Group. This means that if you use Planner in Microsoft Teams, you can’t make a copy to use in that same Team. Creating a new plan creates a new Office 365 Group. The next part of this Microsoft Planner tip is a bit tricky, so stick with me. (Keep in mind you can’t copy the content to an existing plan). This is possible, but with a few caveats.įor one, you need to do this from the browser by going to a plan you wish to copy -> click the three dots and choose “Copy plan.”ĭoing this will prompt you to create a new plan to which your content will be copied. You might’ve spent some time creating buckets and adding tasks in the past that you would now like to make a copy of and use in another context. Need help optimizing your MS Planner usage? This post might help: Click To Tweet Microsoft Planner Tip #2: Copy Your Planner PlanĪ fairly new feature in Planner is the ability to copy a plan. Tip: Email notifications for task assignment are automated, but if you use Microsoft To-Do with your organizational account, it’s possible to get all your assigned Planner tasks into the To-Do app. From here, you’ll be able to sort and filter all your assigned tasks. In this scenario, you can have different Planner plans for every channel, but they all share the same Office 365 Group.Īlso, remember to add the Planner app to the left rail in Teams for an easy overview of all the plans you’re a member of. Just create a new Planner tab within the same Team and choose to create a new plan. It’s also possible to create several plans that share the same Group from within Microsoft Teams. Add new buckets to organize tasks into things like workstreams, project phases, or topics. GET OUR NEWSLETTER: Subscribe here for weekly content from AvePointĪs mentioned before, both Microsoft Planner and Microsoft Teams use an Office 365 Group for membership, making membership and permissions easier to govern. This allows your team to create and organize tasks within Teams. Just add a Planner tab in one of your Team’s channels. Microsoft has done a terrific job of integrating the two services.
HOW TO USE ICAL AS A PLANNER UPDATE
If you’re using Microsoft Teams, Planner is a great way to keep track of your team’s tasks as they update the status in real time. I recommend downloading the Planner mobile app so you can work on your plans, assign tasks, share files, get updates on progress and more on-the-go.
You have a few alternatives aside from working in a browser. Microsoft Planner Tip #1: Do Planning Your WayĪs Microsoft 365 Planner is a cloud service, you can access your plans and tasks from anywhere on multiple devices. For people needing a more heavyweight planning tool, Microsoft Project is preferable.įor those looking for a more streamlined experience, though, here are four Microsoft Planner tips to make the most of both new and often overlooked features. This is no doubt part of Microsoft’s intention to keep Planner a simple tool for everyone to pick up and use. With all that said, more advanced features for planning are lacking and no customizations are currently possible.
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