From the project homepage youc an click on the “New task” button and create the task. Tasks are the individual items to complete as part of your project and buckets are the categories or stages which these tasks are grouped. Creating Tasks and BucketsĬreating tasks and buckets in Microsoft Planner is a key component of making a a good project plan. MS will setup a sample project that serves as a guide to the things you can do.Ĭlicking on a card will give you the overall task to complete and you can create checklists, add a description, add attachments, add documents, and set start times and due dates. I’m also leaving the “Add to existing group (optional)” blank so we can add a group or members later. It is a visual way to plan and manage.įor this guide, I’m selecting Project Management. One nice thing about apps like Planner and Trello is the ability to work fully through a process and approach before implementation. When I first opened the Planner, it might not have finished setting up because I didn’t have any templates to choose from however, after I set up a few plans to test things, I now get 6 options New Blan Plan, Simple Plan, Project Management, Software Development, Business Plan, and Employee Onboarding. Article explaining setting up O365 Groups. This optional step will make things easier if you need to have other people on your Planner project. However, before you start you may want to have a group set up to select on project creation. New plans start in the Planner app found at by clicking the + next to “New Plan”. And if you’re working with a team, the built-in chat and commenting features make it easy to collaborate and share information.įollow along as I walk you through setting up a Planner Plan and show you some of the features. Plus, its built-in calendar view makes it easy to see what tasks are coming up and when they’re due. With Planner, you can easily create tasks, assign them to team members, set due dates, and track progress. And when it comes to project management tools, Microsoft Planner is a great choice. Lastly, it has nice integration with external users, which will be in a separate article.Īs a small business owner or manager, you know how important it is to stay organized and on track with your projects. This is similar to my all-time favorite, Trello but comes as part of the Office 365 subscription, so you get full integration with other O365 services and apps you are already using. I’ve put this article together to explain and show how useful it can be. My most recent venture has me working with Planner. Recently I’ve been trying out different Office 365 tools and features.
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