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In addition to the calendar, you can use the planner’s checklists and files to help keep your tasks organized and make sure they are completed. You can add comments when delegating so that everyone involved knows what needs to happen next in order for the project to be completed successfully. If you answered “yes” to at least one of these questions, then go ahead and delegate! When delegating, make sure that the person who will be working on your delegated tasks has access to Microsoft Planner-if they don’t have their own account they will need temporary access granted by another user (like you).
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Here are some Microsoft Planner best practices for setting and organizing tasks. We can’t talk about Microsoft Planner best practices without discussing tasks! Now that you’ve set up your Microsoft Planner plan and invited your team members, it’s time to start getting things done. Tasks: The ins and outs of task setting in Microsoft Planner You can choose different “buckets” to categorize your tasks, add custom fields to your tasks, and change the background color of your plan.Ģ. Customize your plan’s layout and fields: Microsoft Planner offers a variety of options for customizing the way your plan looks and functions.You can also add a personal note to the invitation if you’d like. Click on the “Add members” button and enter the email addresses of the people you want to invite.
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Add members to your plan: Now it’s time to invite your team members to join the plan.Give your plan a name and a brief description, and choose a group or team to associate it with. Create a new plan: To get started, click on the “Create a new plan” button in the top right corner of the Microsoft Planner homepage.Here are some best practices for getting your Microsoft Planner plan off the ground: Once you’ve decided to use Microsoft Planner for your team’s project management, the next step is to set it up for maximum efficiency. That’s where our Microsoft Planner best practices come in! You can have conversations about specific tasks, attach relevant files and documents, and even see an overview of upcoming tasks and deadlines on the calendar view.īut with great power comes great responsibility (or something like that), and it’s important to use Microsoft Planner in the most effective way possible. In addition to its customizable features, Microsoft Planner also offers a variety of ways to collaborate with your team. You can create custom fields, choose different “buckets” to categorize your tasks, and even change the background color of your plan to match your company’s branding. It’s easy to customize your plan to fit the needs of your specific project and team. One of the best things about Microsoft Planner is its flexibility. With features like task assignments, file attachments and team conversations, Microsoft Planner is a one-stop shop for all your project management needs. Just googled Microsoft Planner best practices? Are you tired of using sticky notes and Excel sheets to manage your team’s projects?ĭo you want a more organized and efficient way to keep track of tasks and deadlines? Look no further than Microsoft Planner!