Best Practices for Setting Up a Planner Board | Advisicon
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- čas přidán 27. 08. 2024
- Agile is here and Office 365 Planner is now used by 5 times more people than MS Project, yet it is designed to work with Project, Roadmap and other Office 365 Tools.
In this webinar you will learn:
- Best practices in managing documentation, tasks, work and organizing team productivity.
- Advanced techniques for starting and configuring/using O365 Planner to speed up adoption and organizational use for different types of Project work activities.
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I'm new to MS Planner. Sara, I have seen many how-to videos on various subjects. However, I learned more from just watching your demo for 30 minutes, than I have watching similar how-to's for an hour or more. You were articulate, explained everything so clearly and your visual demonstrations just reinforced what you were teaching. Great job. Thank you so much!
Excellent demo with clear explanations and examples, as well as a speaker who knows how to speak for training purposes. Well done!
Glad you enjoyed it, Kelly!
Wonderful Webinar! Thank you!
Glad you enjoyed it, David!
Thank you so much, you explained all in detail. This will be really helpful to me now.
Glad it was helpful!
This is really great. Spot on presentation. Thanks
Thanks for the instructive video
Glad it was helpful!
Fantastic, this will help me in my new assignment.
Glad it was helpful!
Great demo - my only question is do you manually have to move task between buckets eg in progress to at risk or at risk to late? Thanks.
Great question, Morgan. Users do need to manually move tasks between buckets. There are a few exceptions. When using the Out of the Box of Groups and Buckets, editing fields such as progress or priority can automatically move the tasks to different buckets.
Hi Sara, Congrats! it was an amazing webinar! Very useful! What I would like to ask you about are the dependencies...IS there a way how we could highlight them or make clear to everyone? What would you recommend? Thank you in advance
The best way to account for dependencies in planner is to use the checklist feature in a task. Using the checklist feature allows the user to keep all of the items needed to be completed for that task together. This checklist can be viewed when the task is opened, and it can be seen from the perspective of the entire planner board if the user checks to box for it to “Show on Card”.
All checklists can be viewed in Microsoft ToDo for the resource to keep track of as well.
To better track tasks that are connected, I’d recommend you use labels. You can have tasks that are connected or depend on each other as the same color. This will be easily seen to all of the viewers.
I hope this helps!
Yes it helps a lot!! Thank you very much for your reply. I was thinking of the labels too as a solution but the checklist is also very useful you are right.
Thank you!
Could you help me? I'm new to planner. We made a few plans in our team, and I can see them on the web or in my celphone app. BUT I dont see all the plans on my desktop app , only if I have a task assignated , but I wanto to see all of them.
Same thing here. It's a bug ... :S
Hi Melissa, We believe you are referring to the "ToDo" application. The ToDo application is intended for the individual user, not for the project manager. If you'd like to see all of the tasks assigned to the group we’d recommend looking into Power BI’s capabilities. Currently, you can export your planner boards to excel and then connect those excel reports to a Power BI Report and have more visibility for your projects.
If you are still having trouble please feel free to contact us at: www.advisicon.com/contact/