![]() You will thus apply the philosophy of "Teams as a platform," that is, you will turn the app famous for its real-time communication features into a complete collaboration space. To do so, just click on the "+" in the top menu and add "Tasks". To place your work plans within the app, you need to add Planner as a tab. So, it triggers a chain reaction that allows users to communicate and collaborate by integrating the functionality of all these applications. It is important to emphasize this fact because any Microsoft 365 group can be leveraged as a workgroup in the Teams app, in turn linking to a team site on SharePoint Online. Let's start by clarifying one thing: Every time you create a work plan in Planner, it automatically opens a Microsoft 365 group. How to integrate Microsoft Planner and Microsoft Teams Let's talk about Microsoft Teams and SharePoint Online. Having reached this point, we only need to continue by analyzing the possibilities of Planner's integration with tools that are equally fundamental for companies. In fact, in the side menu, you will find the "Create New Plan" feature, along with sections on the home page (where all the workplans you are a member of are contained) and the personal area (where the activities of all the plans you have been assigned to are listed). To conclude this brief introduction to Microsoft Planner, we would like to point out that the platform allows any user to create or join multiple schedules at the same time. Now, you will be able to view tasks within "Other Calendars" on Outlook, so you will never miss a single deadline! To do so, simply click on the three dots in the navigation menu and select "Add Plan to Outlook Calendar", "Publish", and finally "Add to Outlook". In addition to the display modes just listed, Planner allows you to enter your work plans into the Outlook calendar. Types of charts for viewing the status of tasks on Microsoft Planner With the "Bucket" chart, you can view the status of different message boards by category, thus understanding which buckets contain the most overdue or completed activities.įinally, you have the ability to examine the status of activities by user, so you can compare the productivity of team members (including you) over a given period of time. With this setting, you can use different types of graphs to see how many tasks have not yet been started, how many are in progress, how many are behind schedule, and how many have been completed. You can then update the shared work plan with ease. Interestingly, to move a task to the next stage of progress, simply drag the relevant task board from one column to the next. This is the default setting, which allows you to view at a glance the column buckets and the activity bulletin boards they contain. Regarding the functionality of interactions with the platform content, you can change the way you view your work plans from the top navigation menu.Īmong the options made available, you can decide to take stock about tasks and projects in two main modes: We will delve more deeply into the relationship between Planner and the tools in the Microsoft 365 suite in the chapters to follow. ![]() In fact, you can indicate the priority level of a task, but also add notes and comments, set the bulletin board as a repeat task (so you don't have to create it from scratch each time), and attach files from Microsoft Teams and SharePoint Online. Speaking of priorities, Planner message boards can contain more information than the ones just listed. For example, you might tag some bulletin boards with the "Branding" tag in purple or the "Important" tag in a nice bright red (just to keep the priorities clear at all times). Each of these tags is distinguished from the others by color and title. Subcategories are nothing more than tags to be assigned to each activity bucket. In order to be able to organize the work plan and distinguish the different tasks that lodge in the same bucket, we recommend using subcategories. In addition, bulletin boards can contain checklists, which are mini-tasks that must be cleared to complete the entire task.ĭetails of a task board on Microsoft Planner The latter are boxes dedicated to a specific activity in the project, which will have to move from one bucket to the next (again thinking of categories as progress states) until it is completed.Įach bucket shows essential details, such as the user to whom the task is assigned, progress status, and due date. Within them, the buckets can house a considerable number of activity boards. In fact, the buckets divide the plan into columns, each representing a different stage of progress. So far, it may seem trivial, but these categories are what makes the platform so popular within the Microsoft universe. Planner's special feature lies in its ability to divide the tasks that make up a project into categories called "buckets".
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