Over time, you may have been assigned to many tasks within numerous boards across several Teams and Channels. Once created, they can be dragged-and-dropped, as needed. Adding tasks is quick and easy, as is the process of adding columns/stages/phases to your project methodology. Planner provides list and card-based collaboration (Kanban), with the ability to create multiple Planner boards within a Team/Channel, or to leverage a single plan/board across multiple teams. I’m not up to date on all-things-Planner to know if there are feature differences between Planner in Teams and Planner as a standalone SKU, so for the purposes of this article, I’m referring to the version in Microsoft Teams. Microsoft Planner is integrated within Microsoft Teams, but is also available as a standalone offering for those orgs not yet using Teams. I have argued that MS Project, and certainly Project Server and its direct competitors, are overkill for the needs of most individuals and small teams that really just want something quick and easy to keep their planning organized, and to help drive accountability. For project-centric organizations, Planner is a quick and easy way to get organized. The purpose of this post is not to provide an in-depth review of Microsoft Planner, but I figured I’d supply a quick overview. You can also jump straight to this tip in the video by clicking here. Thankfully, we are coming to the end of this frustrating and time-consuming activity due to advances in task management.ītw, I shared this tip in the October 2019 Productivity Tips webinar with Tom Duff ( and if interested, you can check out the recording and slides. From the earliest days of my PM career, much of my time was spent aggregating tasks from across multiple projects, building out reporting systems, and chasing people for status reports (I don’t miss any of that last one). The Tasks app provides notifications for Planner tasks which will show up in your Teams activity feed both on your desktop and in the Teams mobile app.Some of you are aware that I spent the first 15 years of my technology career largely within Project Management roles, and for a few years even deployed project and portfolio management solutions, and helped to build and run project management organizations (PMOs) as both an FTE and a consultant. Use these filters to find tasks, or to scope your view to more easily select a group of tasks to change. You can filter My tasks lists by due date and priority, and Shared plan can additionally be filtered by label, bucket, and assignment. Options can vary depending on the list you're viewing. You can also choose More options and then select Delete, Move task., or more. Press and hold the SHIFT key to select multiple consecutive tasks, or press and hold the CTRL key to select multiple nonconsecutive tasks.Ībove the tasks list, on the left, choose Progress, Priority, or Due date and choose an option. Select a task by clicking or tapping somewhere on the task that is not the Complete circle or the name of the task. To change several tasks at the same time, or do a "bulk edit", follow these steps. It also allows you to filter your tasks, which wasn't available to To Do previously. This is called List view, and allows you to change many tasks at once, which wasn't as possible in either To Do or Planner before. Rename the Teams tab for a plan (Tasks app will use this name)Ī unique feature of the Tasks app how it displays tasks and information associated with them in rows and columns. Note: To find out how to perform specific actions in Planner, see the Planner help and learning center.
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