Organize tasks with Microsoft Planner

We have talked several times about how Microsoft 365 is so much more than just email and Word. In this post, we will cover Planner, which organizes work with Kanban boards for your whole team.

Microsoft has created a visual task tool that organizes work in chunks and diagrams. With Microsoft Planner, you can organize group work in your company. Participants in a group can easily create new plans, organize and assign tasks, share files and documents, and chat about what they are working on. At the same time, you are always updated on the group's progress regarding status and distribution of responsibilities.

How to create a new plan in Microsoft Planner

The tool that Microsoft has created is quite simple and intuitive to use. You create a new plan, add the members who will be involved, assign tasks to the participants who will do what, and update the status of your tasks along the way. We have described step by step how to create a new plan below:

1. Log in to Planner

2. Create a plan by clicking on the plus sign on the left side

3. Give the plan a name, determine whether the plan should be shared or private, and note down a description of what the plan entails. Then click on create plan.

4. Next to your profile picture on the right side, add the members who will be involved in the plan by entering the names of the participants.

5. Add tasks and set due dates by clicking on the plus sign under the name of the plan you created.

6. Add people and assign them tasks by clicking on assign.

Read about how you can organize your day with Microsoft To-Do. 

Overview of your plans

When the plan or task is created, the plan will be assigned its own board. On your plan's board, you can organize tasks by dragging and dropping the tasks from one column to another. It is also where you can update status or assign other tasks.

Under the "my tasks" tab, you will get a comprehensive and good overview of your tasks and their status. By collaborating on plans, group members will always have an overview of who is working on what.

You can also choose to follow a plan to receive email notifications when new activities arise. Click on the three dots in the plan and "follow plan".

Would you like to know more about how Microsoft's services can streamline your workday? Read more here and contact us.