Users invested in tools such as Trello won’t experience a significant learning curve.įor mobile, Planner is not there yet, well, you can access it from a mobile web browser, but a dedicated mobile app is missing at this time. The instantaneous effect of jumping in and starting a plan without a reference guide is quite powerful. Microsoft’s Planner provides an easy-to-use experience for small or large teams, who only want to invest minimal resources to get a project up and running. When a plan is complete, you can easily hover over the card then click the green check box to confirm its completion. Users can see projects not started, late, in progress, or completed. Files can be attached from OneDrive for Business or uploaded from your computer along with commentary and links.įor group leaders managing complex projects, you can click the Charts tab, which gives a visual birds-eye view of each member’s progress. If you want, you can open up a job and contribute further details and assign a label. Just like Trello, you can drag and drop tasks from one bucket to the next. Planner lets you create new tasks, schedule deadlines, and assign specific members.Īdditional buckets can be created to manage the progress of each assigned task. If you don’t see any, you can search for them.Īfter your plan is created, you are taken to an interface that is quite familiar if you have used Trello before. Click the Add Members menu in the top-right corner, then choose an existing member.
To create a new plan, click the New Plan tab, enter a name, choose whether you want to make it public or not, provide a description, then select Create Plan button.īecause Planner works around teams, you want to add some members to assign projects. Groups can be used as a jumping board for an existing plan. If you were already using Outlook Desktop Groups, they would show up in Planner. You can create a new plan, view existing plans in the hub, view assigned tasks and favorites. The taskbar on the left can be minimized, while groups can be collapsed.
It features a clean, easy-to-navigate design. Wait while Office Planner configures itself.Īfter logging in, you will see an empty interface. If you don’t have access to Planner, you might need to request your administrator enable it as part of its first release. If you already have an account, log into your account and then click the Planner icon.
Microsoft Planner requires users have access to one of Microsoft 365 (formerly Office 365) business subscriptions such as E1, E3, or E5. Setup and Use Microsoft Planner for Office 365
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