To keep track of the task progress, you can give each task three characterizations: The due date shows you the time period within which you should have completed the task Progress “review pending”, “budget overrun”), indicate the quarter in which tasks are due, or define the responsible department. This characterization allows employees to identify the task’s status/priority more quickly.įor example, you can use labels to explain delays (e.g. In the Planner there are 25 labels that you can give different colors to, allowing you to assign more specific assignments and groupings to your tasks and work environment. For example, what you still have to do this week, or what tasks have not yet been started for this week.

In the filter, you can search for combinations of the six attributes to give you exactly the information you need. But those Bucket names are just one way to sort tasks you can also arrange them under Due date, Progress, Priority, Label, and Assigned to.” Microsoft Planner Team Filter Think of each Bucket like an uber label for arranging tasks by process step, client name, department-whatever makes the most sense. “All Planner tasks are stacked within a Bucket column, and you can add as many Buckets as your plan requires. Planner Task Card Tips for a better overview Buckets

There are more detailed views on the attributes, as well as the possibility to add attachments and comments.īelow we will show you the functions of each attribute mentioned at the beginning of the blog. To the right of the board view you will see the detailed task view, which gives you a more detailed view with more information about each task.

“Selecting a card brings up a more detailed view of that task, shown on the right.” Microsoft Planner Team These are the words you will often work with in the Planner. Important attributes are: Buckets, Filters, Labels, Due Date, Priority and Progress. In the graphic you can see the different labels that are displayed in the board view. The Board View gives you the overview you need to manage your projects effectively. We’ll give you some tips and a overview on how to get started with the Planner as a beginner! Overview with the Board View of Microsoft Planner Microsoft Planner We’ll show you what you can do with Microsoft Planner – a great program to keep track of your tasks, distribute them and get them done. If you are new to the Microsoft365 environment and not yet familiar with the different programs, read this blog.

Tasks by planner and todo