This feature is particularly useful if you're managing a team, but it can also help you get an overview of your own workload and progress. This gives you a thorough overview of what work is in progress and whether any tasks are behind schedule. The app also includes a 'Charts' view that lets you track the progress of various tasks. Planner sends an email notification whenever you assign someone a new task or add them to a conversation. It's a straightforward way to keep your team members up-to-date with the tasks required. Through Planner, team members can also chat about progress and provide updates. This includes adding documents, images and checklists. In addition to creating tasks and to-do lists, Planner makes it easy to share information between team members to help with completing these tasks. ![]() Office 365 Planner helps you create detailed and easy-to-understand tasks that you can allocate to team members. You can easily drag tasks between different buckets as many times as necessary. After adding a new bucket, you can edit its name. You can add buckets by using the 'Add New Bucket' button. You might choose to add extra ones for tasks that are in progress or high priority. You can add as many buckets to a plan as you'd like. When you open a new plan, it only has the 'To-Do' bucket available, but you have the option to add more. Completed tasks are put in the 'Completed' bucket. Office 365 Planner uses 'buckets' for you to sort your tasks. Completed tasks have a filter applied to them to reduce clutter, but you can still refer back to them. Once a task is complete, you can mark it as completed in the app by changing its status under 'Progress'. This could help indicate who's responsible for the task, how high a priority the task is or what type of activity the task is. Another option is to colour-code your tasks by assigning labels. You can also add further information like notes, checklists and attachments. You can add a status, a priority level and amend the due date here. This opens the task in another window with a number of options for adding more information. You can now edit the task to add more detail by clicking on it. Clicking elsewhere on the screen makes the window disappear so you can view the whole plan at once. The window remains open so you can add multiple tasks if needed. It then shows up underneath the 'Add Task' window. Click the 'Add Task' button to finish creating the task. This opens a panel where you can enter the name of the task, a due date and who you're assigning it to. You can now add the individual tasks that your plan or project involves. Related: What is the definition of a project (with planning steps)? 2. When you click 'Create Plan', the app creates the new plan and automatically opens it. The private setting is better suited for tasks assigned only to you. You can then give the plan a relevant name and choose whether to make it public or private. ![]() ![]() The first step to creating a new plan is to click 'New Plan' in the main menu. Follow the steps below to use the program's basic functions: 1. When you open the Planner hub for the first time, it's blank, but you can then add multiple new plans. When you open the Planner hub, you can immediately see the plans that you're involved in or that you created previously. An Office 365 account is required for you to log in. You access the app from the Planner website, but it's also possible to add Planner to your desktop. The following steps can help you understand how to use Office 365 Planner effectively. Related: 6 Microsoft Office skills to include on a CV (with tips) How to use Office 365 Planner Planner is also fully integrated with other Office 365 apps and services, making it a convenient app if you're already an Office 365 user. You can create multiple work plans and maps of individual tasks using Planner, which helps you monitor multiple strands of work or the projects of multiple team members. Planner works primarily as a visual tool to help you track workloads and create to-do lists. It has a card-based interface that you can use for planning either your own work or work done by your team. Microsoft Planner is an app within the Office 365 package. In this article, we explain what Office 365 Planner is, how to use Office 365 Planner effectively and list some of the benefits of this program. There are various apps and software you can use to help you do this, and Microsoft's Office 365 Planner is one of the most popular options. Effective planning helps make your work more efficient and ensures that you complete all of your tasks. When you have a busy workload or you're managing a team, it's essential that you have the ability to plan and organise your work appropriately.
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