Might be tagged with an indication of high, medium, or low effort.Įstimated hours are assigned to tasks with assigned resources. No estimation of hours to complete a task. Tasks have a start and end date with multiple resources assigned. Tasks that have a start and end date with one or more team members assigned. Here is some guidance on when it’s best to use these different task management solutions.ĭaily tasks that have a due date assigned to me. A Planner task can be assigned to multiple users, assigned to a Plan bucket, have a start date, use labels (like a category in To Do), include comments from multiple users, and maintain a history. However, a Planner task is a little more advanced than a To Do task. Both have a task name, priority, due date, notes for additional details, contain attachments, and a checklist. Plan tasks and To Do tasks have similar features. What is a Planner Plan?Ī Planner Plan is like a collection of tasks that can be assigned to members of a team. Microsoft Project is the next best step up if you need more planning features than those available in Microsoft Planner. Project managers track tasks to compare time-based resource estimates versus actual usage. Tasks can be assigned as predecessors and successors to each other for planning and scheduling. It is used for managing large projects that require accurate estimation of tasks and the assignment of resources for capacity planning. Microsoft Project is a project management software product. It offers an intuitive way to collaborate between users. Planner is equipped with Kanban boards and to-do lists and offers simple task creation and organization to manage teamwork and projects. What is Microsoft Planner used for?Īlthough it has become a major player in the task management software space, Microsoft Planner is more of a simplified Microsoft Project solution, but richer than apps like To Do or Tasks. This blog post reviews the key features in Microsoft Planner with tips on when and how it’s best to use them. With Microsoft Planner, users can create plans, assign tasks, chat about tasks, share files and see charts of their team’s progress. Or, in Microsoft To-Do, turn on Assigned to Me.Microsoft Planner is a mobile and web-based visual task management and collaboration application that is available to premium, business and educational subscriptions of Microsoft 365. To see all tasks assigned to you across all plans, select My tasks in the left pane. next to Schedule and then select Add plan to Outlook calendar. To add the schedule to Outlook, select the three dots. Select Schedule to see where your tasks are on a calendar. Select Charts to visually see the status of tasks, progress of tasks in each bucket, and availability of team members. View status, calendar, and all task assigned to you Select a task to add more details: assign, progress, due date, description, checklist, attachments, comments. To complete a task, select the checkmark on the task card. Select Group by, Due date and drag the task to another bucket to change the due date. Select Group by and select an option: Bucket, Assigned to, Progress, Due date, or Labels. Select or clear the checkboxes to select your notification preferences, and select Save.Įnter a key word or select a Due date, Label, Bucket, or Assignment. Select the Settings gear icon and then Notifications. next to the plan name, and then Add to favorites.Īdd a Planner tab in Teams to make it convenient to collaborate with your team on your plan, have conversations, and share files all in one place. To make a plan a favorite, select the three dots. Select a plan in your Planner hub in Recent plans or All plans. When you select New plan to create a plan in Planner, a new group is created with the same name, unless you select Add to an existing group. To pin Planner to the top level of the app launcher, select the three dots, then Pin to launcher. Select the App launcher, All apps, then Planner. With Microsoft Planner, you can collaborate on a project with a team, see progress reports, and track individual assignments.
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