Microsoft To Do Planner



In case you are not familiar or using Planner at the moment, I highly encourage you to get to learn and use the tool. As a project manager in my past career, I used MS Project extensively. But MS Project is a serious tool, built for project managers and large, lengthy projects. Planner, on the other hand, provides a light-weight alternative for regular team members. It is simple, fun to use, and very useful. With this post, I would like to give a bit more insight into the Planner and explain its main components.

What is Planner?

Planner is a light-weight task management tool that allows project managers and team members to build and maintain task plans for various projects. At one point, I provided a brief overview of the tool in this post.

Mar 06, 2021 Microsoft recently renamed the Planner app in Teams to 'Tasks' as part of putting both Planner and To Do front and center on the collaboration platform. They're looking to merge the two at some point. By Microsoft Create a task in Microsoft To-Do (Business) when a new task is added in Microsoft planner. Planner is part of Microsoft 365, so it’s just as secure as the other apps. Microsoft 365 also connects Planner with To Do, SharePoint, Power Automate, and more for efficient task management. In this step-by-step tutorial, learn how to use Microsoft Planner in Microsoft Teams and via the web on Office.com. Word per page counter. Microsoft Planner offers a simple and vis.

How does Planner compare to MS Project?

It is like apples and oranges. Here are key attributes of Planner in comparison to MS Project.

  • It is 100% web-based
  • It is less formal – it does not have an ability to set dependencies, manage resources, etc. like MS Project
  • It is social – unlike MS Project which is usually maintained by the project manager, Planner is built for the teams – any team member can create/edit tasks and comment on them

Starting today, Planner tasks assigned to you will appear in To-Do under a new Assigned to Me list. This integration, which is available to anyone with an Office 365 Enterprise or Office 365 in Education plan, addresses your most popular request: integration with Outlook tasks. It also continues our.

Planner is part of Office 365 Groups

What makes Planner unique, compared to other tools out there, is that being part of an Office 365 eco-system it is also part of an Office 365 Group. It is not just a task management list that floats in space. It is part of the Office 365 Group membership group, which means that it is members of the security group enjoy equal access to Planner, Outlook, SharePoint Site, and Teams.

How to create new plans in Planner

There are two ways to create a Plan in Planner, and I documented them all in this post.

What are Planner’s major features?

Microsoft to do planner 2019

OK, so now that we got the intro out of the way, let’s review the major features that make this tool unique and powerful!

Tasks

Well, this is self-explanatory, I hope. The task panel in Planner allows you to enter typical attributes of a task like a task name, due dates, assigned to, description, status, priority.

Buckets

Microsoft To Do Planner Free

Microsoft

Microsoft excel viewer. As you create your tasks, you can organize them into buckets (board categories). A bucket could be anything – phase of the project, a sprint in a Scrum project, category, etc. – however you want to organize your tasks in a project.

Planner Hub

The Planner Hub allows you to have a 10,000-foot view over your projects. It is very high-level, do not expect detailed reporting here, but still quite useful.

Comments

This is a feature I like most. The ability to provide comments on a task. With MS Project and even with a SharePoint Task List, this was somewhat hidden and not obvious. With Planner – it is front and center and allows users to see the comments and activity on a given task in chronological order. Powerful stuff!

Checklist

Another cool feature. Sometimes a task, no matter how small it is, requires a few subtasks to be completed first. Instead of creating separate tasks in Plans, you can create subtasks (called Checklist) within a task panel. By the way, if you are looking for alternate ways to maintain checklists in Office 365, please reference this post.

My Tasks View

As you participate in various Office 365 Groups and have multiple plans with tasks, it is always useful to see all the tasks from all plans in a single view.

Integration with To Do

This is a feature of Microsoft To Do, that I blogged about previously. Planner now integrates with a personal Task Management tool and allows a user to see personal as well as team-related tasks all in one place!

Microsoft To Do Vs Planner Vs Project

Microsoft to do planner tasks

A screenshot of To Do showing Planner Tasks

Integration with Outlook Calendar

Thanks to the recent improvement, we can now integrate Plan with Outlook.

Microsoft to do vs planner vs tasks

Once you set it up using the steps above, team tasks will now appear in a calendar format in Outlook.

Integration with SharePoint

You can also embed your plan or plan’s charts into your SharePoint page using the Planner web part

Mobile App

Lastly, there is a Mobile App available for you to access and complete tasks on the go!

Microsoft Planner
Developer(s)Microsoft
Initial releaseJune 6, 2016; 4 years ago
Operating systemWeb-based, Android, iOS
TypeProductivity software
Websitetasks.office.com

Microsoft Planner is a planning application available on the Microsoft Office 365 platform. The application is available to premium, business, and educational subscribers to Office 365.[1]

On June 6, 2016 Microsoft made the application available for general release and rolled it out over the first few weeks to eligible subscription plans.[2]

Price

Planner enables users and teams to create plans, assemble and assign tasks, share files, communicate and collaborate with other users, and receive progress updates via various means on the Office 365 platform. Each new plan created in Planner automatically creates a new Office 365 group.[3]

References[edit]

  1. ^Lovejoy, Ben. 'Microsoft offers new Planner app to 'eligible' Office 365 subscribers'. 9to5Mac. Retrieved June 7, 2016.
  2. ^Perez, Sarah. 'Microsoft officially launches Planner, its Trello competitor'. TechCrunch. Aol. Retrieved June 6, 2016.
  3. ^'Microsoft Planner ready for showtime'. Office Blog. Microsoft. Retrieved June 6, 2016.

External links[edit]

  • Office 365 Planner on Office.com

Microsoft To Do Vs Planner Vs Tasks


Microsoft To Do Planner Online

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