In the following article, Mytour will provide detailed information on what Microsoft Planner is and how to use the application.
Understanding the Concept of Microsoft Planner
What is Microsoft Planner? How to Use
As mentioned earlier, the task management application Microsoft Planner is integrated into Office 365, allowing users to organize and prioritize tasks, ... . Essentially, Microsoft Planner is similar to the task management app Trello.
Download Microsoft Planner to your device and install it here
- Download Microsoft Planner for Android
- Download Microsoft Planner for iPhone
Planner is now available for Office 365 (O365) subscribers. To access and use the application, simply visit the Planner homepage and log in with your Office 365 account.
On the main application window, you will see a section called Planner Hub, which displays the plans and projects you have created as well as those added by other users in the group.
To create a new project or plan within the Planner Hub, on the menu window, find and click on New Plan located on the left side.
Give your project any name you like and select sharing options for the project with other users, including Public to share the project with other users in your group or company, and Private option, then click on Create Plan.
To add and assign tasks to others in the group, simply click on Add Task.
A task assignment window will appear on the screen. All you need to do is add the task, set the due date, and assign it to someone. Once done, click on Add Task.
The task you have created or assigned will be displayed in the Add Task window.
To open the newly created task, simply click on it. A Task window will appear on the screen, where you have options to add more details.
Specifically, this includes options to add status, priority level, completion date, notes, checklist, attached files, ... . Additionally, you can assign different colors to tasks on the right side for better visualization of priority levels.
Unlike other applications, Planner does not have a Save button to save changes. Instead, you simply need to click on the X button in the top right corner of the window, and all changes will be automatically saved.
Once you have completed a task assigned to you, you just need to set the Progress to Completed to let others in the group know.
In case the workload assigned or required is large and these tasks are scattered across multiple lists, Planner includes an option allowing users to create a task list.
By simply selecting the Add New Bucket option and adding the list of tasks you need to do.
Once completed, click Done and give any name to the list.
Finally, to move tasks from this list to another, the process is very simple, just drag and drop.
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