In this scenario, you can have different Planner plans for every channel, but they all share the same Office 365 Group.Īlso, remember to add the Planner app to the left rail in Teams for an easy overview of all the plans you’re a member of. Just create a new Planner tab within the same Team and choose to create a new plan. It’s also possible to create several plans that share the same Group from within Microsoft Teams. Add new buckets to organize tasks into things like workstreams, project phases, or topics. GET OUR NEWSLETTER: Subscribe here for weekly content from AvePointĪs mentioned before, both Microsoft Planner and Microsoft Teams use an Office 365 Group for membership, making membership and permissions easier to govern.
This allows your team to create and organize tasks within Teams. Just add a Planner tab in one of your Team’s channels. Microsoft has done a terrific job of integrating the two services. If you’re using Microsoft Teams, Planner is a great way to keep track of your team’s tasks as they update the status in real time. I recommend downloading the Planner mobile app so you can work on your plans, assign tasks, share files, get updates on progress and more on-the-go. You have a few alternatives aside from working in a browser. Microsoft Planner Tip #1: Do Planning Your WayĪs Microsoft 365 Planner is a cloud service, you can access your plans and tasks from anywhere on multiple devices. For people needing a more heavyweight planning tool, Microsoft Project is preferable.įor those looking for a more streamlined experience, though, here are four Microsoft Planner tips to make the most of both new and often overlooked features. This is no doubt part of Microsoft’s intention to keep Planner a simple tool for everyone to pick up and use. With all that said, more advanced features for planning are lacking and no customizations are currently possible. This makes it easy to govern membership and add additional workloads onto the Group in question (something we’ll get more into later). This means creating a new Planner plan will also create a Group behind the scenes.
Planner is also based upon Office 365 Groups. This includes when, how, and by whom these tasks are assigned as well as their current status. Its basic purpose is to provide easy, visual task management for a group of users. Microsoft Planner is a great lightweight planning tool that’s included in most Office 365 packages. Need to rejuvenate your backup plan? Check out our free webinar “Practical Guide: Office 365 Backup Strategies That Scale” for expert advice.
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