12/15/2023 0 Comments Teams task planner![]() Finally, I would go to Microsoft Teams to find the right channel to alert other team members about the request. I would then create a task in another third-party to-do app that only the marketing team used and would paste in relevant details. Previously, I built it in a third-party survey tool and then set the alert email to be the Teams channel email so our whole team would get notified when a new request was put in. I’ll give a tangible example.Īt Worksighted, I’ve built a form that my coworkers are prompted to fill out whenever they have a Marketing Request. Some even brag about the depth of their MarTech stack, but I’ll be honest it’s getting a little old. At this time, Planner comments do NOT support in comments.As a Marketer, I’m used to using a variety of tools and apps in my day to day work. While helpful for large tasks with a lot of steps, note that Planner will only send email notifications to who are assigned to the cards. The comments field allows you to leave quick notes related to your task. You can also upload files from your computer, but be aware that they will be uploaded to SharePoint as well. The attachments field allows you to attach files stored in your SharePoint Team site. The Checklist is where you can list subtasks or anything that needs to be done to complete the larger task. The Notes field is where you can leave task instructions or other details. The end date field (also known as a due date to the rest of the world) not only informs when a task must be done, but will also trigger additional notifications to anyone assigned the task. This is really nice if you need to see what work is being done from week to week in a calendar. The start date field is exactly what it sounds like. You can leverage this field by grouping your tasks by priority. ![]() The priority field is there to help you organize your tasks based on their priority status. The progress field will allow you to switch between "Not started", "In progress", and "complete". You can use the bucket field to move your tasks between buckets quickly. The label names can be edited, but that's where the customization begins and ends. There are up to six colour-coded labels you can manage on a single Planner board. Be aware that anyone who is assigned to a task will get notified in Outlook and/or Teams. You can assign one or many members of your Microsoft 365 Group. This means you don't need to fill up your tasks with anything except what is needed for the next person. However, if you click on a task and see the features inside, that's when things get interesting.Īll of the fields in a task are optional, with exception to the task title, bucket, progress and priority fields. ![]() In theory, one could easily manage their Planner boards with nothing but plain tasks and a couple of buckets. ![]() The actual tasks in Planner can be as simple as a title/name of the task. The learning curve isn't especially deep, so you can get the hang of it AND setup a board within a couple of hours. The bold and colourful interface is relatively easy to learn, especially for anyone who's used similar task management tools like Trello. For teams who are used to managing their team activities in a spreadsheet saved somewhere on your network drive, or perhaps a physical whiteboard hung up in the office - Planner is a breath of fresh air. Microsoft Planner occupies a strange space as a task manager for teams. Curious about Microsoft Planner? Check out my breakdown of tasks to learn what you can do.
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