6 Tips for Using Microsoft Planner with Microsoft Teams

Microsoft To Do, List, or Planner – Which Application is Best for You?

As you are likely aware, Microsoft 365 offers an assortment of planning / task management apps, such as List, To Do, and Planner. Given this, many are confused about the differing functionality of each. Here’s a quick breakdown to deliver the clarity you need to pick the appropriate application that suits your requirements:

• Microsoft List: Best used for creating repositories, Microsoft List allows you to track or update information about your clients, employees, vendors, inventory, expenses, and more. You can track this data here and share the list on Microsoft Teams with your employees.
• Microsoft To Do:  Easily track all the tasks that are assigned to you or are created by you, daily. Primarily for personal use to keep an individual prioritized and productive. Microsoft To Do easily integrates with Microsoft Teams, SharePoint, Outlook, and Planner.
• Microsoft Planner: create, modify, and share project Kanban ‘Boards’ with your team. Microsoft Planner easily matches the features and functionality of popular project management tools such as Trello, JIRA, Monday.com, or Asana, while beneficially natively integrating with Microsoft Teams, SharePoint, List, Outlook, OneNote, and Project.

• Organizing Projects:
  A project is a collection of several tasks and at times these tasks also need to be completed by collaborating with other departments or cross-functional teams. Once these tasks are properly defined and broken down into stages, you can then start assigning them to a specific team member(s) and set deadlines to complete the task.

Let’s take a look at ways you can utilize Planner in Microsoft Teams to its full potential for efficient task management:

Tip #1: Create Buckets for Each Stage

Neatly divide the project into phases or departments by creating ‘Buckets’ in the ‘Board’ Section. The names of the ‘Buckets’ can be changed according to the project stage. By creating ‘Buckets’, you are also breaking down the project’s lifecycle and defining the flow of the project. Make sure to take your time to plan the number of ‘Buckets’ you may require for your project, as that will help you eliminate any redundant processes.

Tip #2: Organize Buckets with 'Task Cards'

Within each ‘Bucket’, you can create a ‘Task Card’ for every major task that is associated with it. To create the ‘Task Card’ click on ‘Add task’ option. That will allow you to name the task, assign it to a team member(s), and set deadlines. You can also create subtasks by creating a ‘Checklist’ within each ‘Task Card’ to monitor the progress on every subtask.

You can also move the ‘Task Card’ to another phase or department by dragging and dropping it into another ‘Bucket’. This allows you to carry forward tasks from one phase to another or delegate responsibility from one department to another.

Tip #3: Use 'Labels' to Differentiate Tasks

Once the structure and the flow of the projects are created by using ‘Buckets’ and ‘Task Cards’, make use of ‘Labels’ to color-code and filter tasks across different ‘Buckets’. This will allow you to save time and find relevant results quickly without manually clicking on each task.

You can also show the progress of tasks on each ‘Task Card’ by using the appropriate progress status and set priority from the drop-down list. Through this, you can notify your team about urgent tasks that need to be completed on priority.

Every ‘Task Card’ also has an option to display details within each card on the ‘Board’ so that you can get a quick overview of each task. This can be done by selecting the ‘Show on card’ option.

Tip #4 Keep Everyone in the Loop

To make the communication process seamless with team members working on each project, MS Planner also allows members to leave notes and comments and add attachments in each ‘Task Card’ to keep the project manager and team members posted about any important updates.

Every time someone leaves a comment on the task, all the members assigned to the project get an email notification. Also, a comment icon appears on the ‘Task Card’. This is extremely helpful as you never miss any updates on the task.

Since the Planner is easily integrated with MS Teams, you can do quick check-ins with your members by linking to particular tasks in chats or channels.

Tip #5: Personalize Your Planner Overview

Easily change the MS Planner view to suit your needs. If you need a graphical representation of the overall project status click on the ‘Charts’ section at the top. This will help you collect data for your reports and track potential delays.

In the ‘Schedule’ section, you get a calendar view of the projects. By clicking on a task assigned on a specific date, you can access the ‘Task Card’ details and update the information, add, or modify the date.

Tip #6: Utilize the Planner File Store

If you are working on several projects and are struggling to find that vital document attached to the ‘Task Card’, Planner has a solution for that as well. All you have to do is click on the ellipses next to the ‘Schedule’ section, which will bring up a dropdown list, select the ‘Files’ option to access the SharePoint site that stores all your documents. You can also modify, add, or delete documents from there, and every change will be saved in real-time.