Harnessing The Power Of Microsoft Planner

Microsoft’s Planner is an amazing tool that lets people organize any task. The app has been well-received and is now being used around the world in every type of business or enterprise, especially as it integrates with Microsoft Teams, which has become immensely popular this year.

In our latest webinar, we showed attendees how to use Microsoft Planner. Check out the full recording to learn for yourself:

What Is Microsoft Planner?

Microsoft Planner is an organization and task management solution. It helps managers and leaders to organize teamwork, allowing users to create new plans, assign tasks, share files, and chat about what is being worked on. Team members can perform tasks and get updates on progress across tablets, desktop PCs, smartphones, and more. This solution allows you to improve communications with better visibility and transparency allowing for more efficient collaborations.

How Does Microsoft Planner Work?

The core components you need to understand are buckets and tasks. Tasks are the granular, basic to-dos assigned to specific people or teams. Tasks are organized into buckets, allowing you to define phases of the project (such as before and after an important meeting).

Microsoft Planner can be launched from the Microsoft 365 app launcher with a single click. You create a new plan, build your team, assign tasks and get updated status all in a few easy steps. Each plan gets its own board where tasks are organized into buckets.

The tasks can be categorized based on priority and status or on whom they are assigned to. Make changes to assignments and status updates with quick and easy drag and drop capability.

How Should You Use Microsoft Planner?

While you do have the option of making plans directly in the planner hub, doing so leaves that separated from your larger Microsoft 365 ecosystem. If you’re intending to integrate your plan with a specific team or your staff as a whole, you should integrate it properly:

  • Microsoft Teams: By building your plan inside Teams, all the necessary permissions are arranged with the members of that team. Building the plan outside Teams means a lot more work for you in arranging permissions.
  • Microsoft SharePoint: You can embed a plan into a SharePoint as a subsection, allowing you to directly access it on the homepage, perfect for users that work primarily in SharePoint sites.

Want To Learn More About Microsoft Apps?

TLC Tech will be holding webinars like the one above every Wednesday. CLICK HERE to access our on-demand library of past webinars, and see the schedule for upcoming broadcasts.