![]() ![]() Simply click on the task you’ve just created. From there give it a name, a due date, and assign it to a team member.Īfter you created the task you can open it in a larger view to add more in-depth details. TasksĬreating tasks is super easy in planner. All you do is click “Add new bucket” and give it a name. So write down what each of your buckets will be and start creating.Ĭreating the buckets is much easier than coming up with them. Your buckets will completely depend on what your planner is for, but before you can go further you need to have your buckets created. They keep moving their blog idea card until it’s been posted and shared on our social media, then they can mark it completed. Once they begin they move the card to the In Progress bucket. They can then move it across to the To Be Produced bucket and assign it to themselves until they start working on it. They can look in the ideas bucket and see different blog ideas that the team has added. So in our business when someone is going to write a blog they start by finding an idea. So each task is a card that can be dragged and dropped easily into any bucket For example, on our Content Pipeline planner our buckets are: Ideas, To be Produced, In Progress, Completed, and Posted/Shared. ![]() Your buckets are just your task sections, groups, or columns. Trello and Asana both also use this style of task management. Planner uses a project management system called a Kanban board. Now that you have a plan set up in Planner you need to set up “Buckets”. If you aren’t using Teams, goto and + New Plan. Next select “Planner” from the new tab optionsįrom there all you need to do is name your plan! When setting up a planner for one of your teams within Microsoft Teams, select the team that you’re making a planner for, then click the plus icon. If you aren’t using Teams feel free to skip to the end of this section. The first step I will touch on is using Planner in combination with Teams. It’s not too difficult, but like anything with customization it is not always intuitive out of the gate. In this blog I’ll walk you through setting up your Microsoft Planner for your team or business.
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