From the menu, you can assign a color label to it, assign it to a different person, copy the task, copy a link to the task, move the task to a different list, or delete the task ( Figure I).Ĭlick on the task itself. Click on the Charts header to view the progress of all tasks ( Figure G).Ĭlick on the Schedule header to see a calendar view of assigned tasks and flip through the months to see the status of all tasks ( Figure H).Ĭlick the ellipsis icon for a specific task.
You can then check on completed and ongoing tasks a couple of different ways. You can then add tasks directly to that bucket ( Figure F).Īs you and other group members accomplish tasks, just click on their circles to indicate that they’ve been completed. To do this, click on the link to Add New Bucket. Next, you can create buckets to organize the different tasks by type of work, department, or other criteria. Continue to add and assign tasks this way to members of the group. Click the button to Add Task ( Figure E).
Type the task name, enter a due date, and then assign the task to a group member. Then close the window.Ĭlose Outlook and return to Microsoft Planner. Choose the members you wish to add and click the Add button ( Figure D). Click on the Copy Link button to copy a shareable link, or click on the Email button to send an invitation email to the people you’d like to join the group ( Figure C).Īlternatively, click on the link to Manage Group Members in Outlook. People outside your organization are invited as guests who will receive email notices and can access content in the group project. You can invite people internal or external to your organization. That action opens Outlook with your project group listed. For the latter, click on the ellipsis icon and select Members. If you chose private access, then you may want to take this time to invite other people to the project plan. If you chose public access, then you can start assigning tasks. Your next action depends on which option you chose–Public or Private. Click the button to Create Plan ( Figure B). Click the Options arrow and add a group description if you wish. Choose one of the two access options: 1) Public – Anyone In My Organization Can See Plan Contents or 2) Private – Only Members I Add Can See Plan Projects. Click on the button to Create A Plan ( Figure A).Īt the New Plan window, type a name for your business plan. At your Microsoft Planner website, your first step is to devise a plan. If you do have a qualifying Office 365 account with your organization, sign into the Microsoft Planner site with your Office 365 username and password. Users of the Home plan or other consumer versions of Office 365 will not be able to access it. Microsoft Planner requires a Business, Business Premium, or Educational subscription to Office 365. SEE: Microsoft Teams: A cheat sheet (free PDF) (TechRepublic) How does Microsoft Planner work, and how can you and your fellow team members use it to manage your projects and tasks? Let’s check it out. Available on the web and as a mobile app, Planner serves as a hub where all team members can create business plans and organize tasks so that other members can view and access them. Microsoft Planner offers you a visual way to track and manage projects and other work among business teams. For more info, visit our Terms of Use page. This may influence how and where their products appear on our site, but vendors cannot pay to influence the content of our reviews. We may be compensated by vendors who appear on this page through methods such as affiliate links or sponsored partnerships. Microsoft Planner can help you create and share business plans and projects.
Microsoft teams app for project management how to#
How to use Microsoft Planner to manage your projects
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