With your new plan you can add group members – just start typing and it will automatically list contacts after you type 3 letters. I really like how visually simple it is yet it shows all the key information easily so you can see what is late, in progress, not started and completed. To get a high level overview of your plans you can got to the ‘Planner Hub’ which shows a snapshot of how your plans are progressing (once you’ve added members and created tasks). If not, you can create a plan quickly by clicking New Plan: As mentioned earlier, if you have any pre-existing Groups set up then then will automatically have a plan created against them and will appear on the Planner homepage. To start, you need to create your first plan. You can find out more about that here in ‘ What is Office Delve and Office Graph?’ Using Planner Plans All of this is all powered by Office Graph, which uses machine learning to map relationships, data and activity to create a more personalised experience. Every time a new plan is created then a new Office 365 Group is automatically created and vice versa - if you have a pre-existing Group then a plan will automatically be created for this Group. Office 365 Planner ties in very closely to Office 365 Groups (another large topic in itself we recommend reading this great article from one of our partners, Sharegate, to find out more about Groups). It is definitely worth reviewing to see how it compares to anything you are paying for. Project or task management tools cost extra and add additional licence costs to your company, so adopting Planner can cut costs. It’s included with all the business Office 365 subscriptions, so if you’re using Office 365 at work then it’s very likely you have access to Planner. The other very simple reason to consider Microsoft Planner is cost. Using Planner means that you can easily integrate your tasks into Outlook, attach and view task documentation by linking to SharePoint, discuss a project within Teams while having you Plan open, hop onto a video call (with Teams, formerly Skype for Business) and much more! Using a third party tool requires switching in and out of applications and reduces productivity and can cause annoyance when trying to integrate or link to another well used application. Microsoft have created a suite of apps that all complement one another and work beautifully together. Planner natively integrates with all the other Office 365 applications and using a tool within the Microsoft ‘ecosystem’ is very efficient.
There are two main reasons why you should consider switching to Planner for task and project management: Microsoft integrations and cost. Planner is included for anyone on the following Office 365 plans: All enterprise plans (E1, E3, & E5), which includes government and not-for-profit plans, Education plans, Office 365 Business Essentials and Office 365 Business Premium. As an Office 365 app, you can find Planner within your Office 365 home under your apps. It also provides a centralised place where files can be shared and gives visibility to the whole team. Office 365 Planner provides a hub for team members to create plans, organise and assign tasks to different users and to check updates on progress through dashboards. Our simplest explanation is that it’s a way to organise teamwork and tasks – similar to Asana, Slack or Trello for task/ project management. Note: This article was originally published on but has been updated to provide the latest features.
PLANNER PRO HD USER GUIDE HOW TO
This article looks at Microsoft Planner to show its features, benefits and give you ideas on how to adopt it. Last year saw the introduction of Sway, Delve and Office Video to Office 365 and more recent additions include Microsoft Teams and Microsoft Planner. Microsoft is rapidly adding new features and updates to Office 365 to further improve its offerings but they have also been adding completely new products and applications.
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