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. 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. 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. The best partner for Microsoft Planner by a long shot is Teamflect.Īs an all-in-one performance management tool for Microsoft Teams, Teamflect’s tasks integrate with Microsoft Planner’s but Teamflect brings a plethora of other features to the table such as goals, performance reviews, employee engagement, meeting agendas, and more! Microsoft Planner is best when it is used in conjunction with other Microsoft Teams applications. Microsoft Planner is just one of the many incredible apps in the Microsoft Teams ecosystem that help organizations use Teams as their central hub of communication and collaboration. That’s where our Microsoft Planner best practices come in! Is Microsoft Planner Right for you? 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, it’s a one-stop shop for all your project management needs. Microsoft Planner is a project management tool that helps you and your team stay organized and on track. Just googled Microsoft Planner best practices? Are you tired of using sticky notes and Excel sheets to manage your team’s projects? Do you want a more organized and efficient way to keep track of tasks and deadlines? Look no further than Microsoft Planner!

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