A little known, highly useful application included with Office 365 (now Microsoft 365) is Planner. It is great for organizing a team to collaborate on tasks for new projects. You can create tasks with applied checklists, assign them to team members, sync them to a calendar for scheduling, and more. It’s very intuitive and ties conveniently in to the greater Microsoft 365 ecosystem. Here is a quick run-down of the basic use of planner, directly from Microsoft:
Planner works with Microsoft 365 groups. When you select New plan to create a plan in Planner, a new group is created with the same name, unless you select Add to an existing group.
Add a Planner tab in Teams to make it convenient to collaborate with your team on your plan, have conversations, and share files all in one place.
To see all tasks assigned to you across all plans, select My tasks in the left pane.
Or, in Microsoft To-Do, turn on Assigned to Me.
That’s it! As always, we are available to help with all of your organizations Office 365 needs. Want to start using SharePoint? Thinking about switching to Office 365? Just want more information? Give us a call, we would love to talk.
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Move to Office 365
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