![]() ![]() Planner is useful for general group task assignment and tracking of those tasks.MS Project is best for tracking activities and tasks for major projects.While there is some functional similarity between Microsoft Project and Planner, organisations soon (or will need to) learn which one is most appropriate for their business needs. To quote from the e-book ‘Office 365 for IT Pros’, Microsoft Planner (also known as ‘Tasks by Planner and To Do’ in Teams) is ‘a lightweight task-oriented planning application’ that is based on membership of Microsoft 365 Groups (click link if you are unfamiliar with Microsoft 365 Groups). (Thanks to the team at Office365 for IT Pros for some of the detail in this post). This post describes the three main elements of tasks in Planner/Tasks (including via Teams), where the records are stored, and recordkeeping considerations.Īn important point to consider while reading this post is whether you regards tasks in Planner (or Tasks by Planner for Teams) as records? If your answer is yes, then you will need to think about how these records will be managed. Activity-based tasks, including in dedicated task-based software such as Jira, Trello, etc.Depending on the type of project (e.g., agile or waterfall), this may also involve tasks pinned on Kanban boards. Project-based tasks, including in Microsoft Project or other similar applications.Team and Group-based tasks created and managed in various ways, including on physical white boards, via Microsoft 365 Planner/Tasks or ‘Tasks by Planner for Teams’.Personal tasks (or calendar entries) in email applications such as Outlook, or set via the Microsoft ‘To Do’ application.Microsoft Planner’s powerful features enable users to: attach files, photos, or links set a preview picture for a task, add checklist to a task, flag tasks with labels, Set and update task progress, get email about tasks and plans, and add comments to tasks.There are several ways to create, record and assign tasks in organisations. Microsoft Planner provides charts that shows the current status of projects which ensures that all team members are always on the same page. With Microsoft Planner, all team’s discussions and deliverables stay with the plan and don’t get locked away across disparate applications. Users can also easily update the status or change assignments using a drag and drop option. ![]() ![]() With Microsoft Planner, each plan has its own board, where users can organize tasks into buckets. Microsoft Planner enables users to receive email notifications whenever they are assigned a new task or added to a conversation. ![]() Microsoft Planner allows users to attach files to tasks, work together on those files, and even have conversations around tasks without switching between apps. With Microsoft Planner, users can categorize tasks based on their status or on whom they’re assigned to. When working together on a plan, team members always know who is working on what. Microsoft Planner’s My Tasks view provides users a comprehensive list of all tasks and their status across all plans. Microsoft planner is user-friendly and easy to setup, and it works across all devices. Microsoft Planner helps to simplify teamwork and makes it easy for users to create new plans, organize and assign tasks, share files, chat about on-going work, and get updates on progress. ![]()
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