What are the Microsoft Planner best practices to implement

Key Activities What are the Microsoft Planner Best Practices to Implement? MR.SHARE POINT We provide consulting services to help you get the most out of your technology products.

WHAT ARE THE MICROSOFT PLANNER BEST PRACTICES TO IMPLEMENT? If you’re not familiar with Planner, it’s basically a task management app with a lot of extra features. It’s something close to Trello due to its kanban board, with each plan associated with a Microsoft 365 group.

CREATE YOUR OWN TASK TEMPLATES If you want to save time creating new tasks, one way to do it is by creating templates or saving a copy of repetitive tasks. Currently, Planner has no templating feature. Because of this, you have to manually create the template first. Here’s an example: Your templates may evolve over time. As much as possible, try adding as many repeating details as possible. This will save you time since all you need to do is copy the templated task instead of creating a new one and setting up everything over again.

ADD PLANS TO AN EXISTING GROUP When you create a new plan, you also create a new Microsoft 365 group complete with all its assets like a site, calendar, etc. But truth be told, a new plan doesn’t always mean a new group. More often, you want a new plan within the same group. For that, simply click the add to an existing Microsoft 365 group button when creating a new plan: In addition to this, you might want to practice creating a master plan and sub plans for the same group. Think of it as similar to creating a team in Microsoft Teams and then creating channels within the team. This way, you will be able to divide the project into different small plans. This isn’t required. But this helps in organizing your project.

ADD THE PLANNER TAB IN MICROSOFT TEAMS Do you find yourself switching through Teams and Planner in your browser or desktop? Well, though it takes only a few seconds, the process sometimes takes you out of your train of thought. The solution to this is to add a new tab within Microsoft Teams for Planner: You will have to set it up a little bit. But it should be easy enough since all you have to do is to either create a new plan or select an existing one. Similar to using Planner in SharePoint, using it within Microsoft Teams as a tab feels native enough:

ALWAYS FILL OUT ASSIGNED TO AND DUE DATES Since we’re talking about Planner best practices, it’s ideal that you indicate who a task is assigned to and when is the due date. Even if this may not always apply to the tasks, make sure to do this when applicable. This helps in accountability and making sure the task isn’t ignored or forgotten. The due date is also there so you don’t get behind schedule.

ADD PLANNER TO OUTLOOK CALENDAR By default, Microsoft Planner has a feature where you can add the plan to your Outlook calendar. There is an add plan to Outlook calendar button inside the ellipsis button in the command bar of Planner: You will then have the option of either keeping the calendar private or sharing it with anyone through the iCalendar link. With this, you can make sure that you’re up to date with the task schedule in Microsoft Planner without going to the app itself.

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