Project Manager's Guide to Planner | Advisicon
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- čas přidán 5. 01. 2021
- Planner is the #1 app that is added in MS Teams today. Learn industry best practices used by the teams who built Planner to help you manage work, deliverables, and projects as well as using Planner with other Office 365 PM productivity tools.
In this webinar you will learn how to:
- Setup, use, and leverage Planner.
- Utilize other PM tools with Planner.
- Take advantage of the latest feature releases.
Become a member of Advisicon Academy to earn PDUs while you learn: advisicon.thinkific.com/
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Great Video! Could I use planner to plan receptive tasks (like a workflow) over and over again? The task should be then a project and the buckets steps to get to the end-result?
what a great video! real detail - good content - well done!!
Thank you kindly!
It looks so useful but also complicated if you have been managing big projects. One project manager can not manage all of the staff's tasks and monitor.
Project and Primavera are most useful tools for project managers.
Thank you for your good tutorial
Great point, Emre. We agree. For complex projects, it's often better to use something like Project Online / Server. Glad you liked the training!
Very helpful video! Made my life easier…Thanks!
Great to hear, Val!
If we have a single group with multiple plans, is there a way to create a master calendar or schedule view that shows all tasks from multiple plans regardless of how the tasks are assigned? Trying to create a single calendar that shows every task in planner (from all plans) so that employees can also see tasks assigned to others.
I am also looking for this feature. Any way how?
Can I add and manage budget on each tasks?
Do you know if you can recover deleted tasks?? For example, I created a task for someone on my team but they delete it, either on purpose or on accident not realizing it... Don't really care how they did it, more so looking to recover it if possible
Great video. As a program owner, I'd like to see all tasks for a given person across multiple 'plans' is that possible? Using filters you can only see one plan at a time.
There isn't a way (as of right now) to see tasks for someone else across multiple boards. But if you're wanting to see all of your own tasks in one place you can add the "Tasks by Planner and To Do" app in Teams. This will put all of your assigned tasks across all boards in one place.
I switch back and forth between this and viewing within Planner because sometimes I want more context than the Teams list view provides.
@@Advisicon Thanks for confirming what I thought. As a Leader, it’s hard to use Planner for Teams because of this limitation.
Thank you for your video, can we make the link between Project for website and Planner ? To synchronize tasks ? If yes, how does it work ?
How to do it ? is a problem with this demo !!!! the speaker talk too much without showing how things work or how to use certain feature !!!!!!!!!!!!
Totally unprofessional !!!!!!!!!!!!
"Keep it simple" means I can't have all the tasks in a reasonably complex, realistic project?
G'day thanks for the video. I have a question about the custom labels. But they don't reflect in the other 'plans' within the planner. How do you make the custom labels appear in all the plans for all the tasks regardless of plan or bucket?
As of right now, there isn't a way to copy labels across planner boards. We're hoping that's a feature in an upcoming update. Fingers crossed!
How can I change the plan picture?
Why MS Planner create a Group folder in Outlook? what is the purpose of it? I like to work on many projects but I don't need for each an Outlook folder or a Group. How can I avoid it?
Great question, Isaac. Our assumption is that the connection to Outlook is automatically created so that when team members collaborate with the task, everyone is notified. Here's a link to a quick video on how to turn that off: czcams.com/video/yEjW7uOeylY/video.html
Hope this helps!
Can this be linked to microsoft project after? I am looking to start-off with this just to plan little bits of a big project. However eventually, using MS project will be better.
Hi Sarah, if you're liking the bucket style of planner we would recommend using the Sprint Planning Board view in Project. As of right now, we think it's the best compromise. Check out this video between 12-15 minutes in for more on that view: czcams.com/video/uDjKoDYMjbs/video.html
When I add a comment within a task, no one will get a notification, not
even the assigned person. I can't understand why Microsoft didn't think
about that. How do you communicate with task assignees about a specific
task? Do you send them a message in the chat? Or what's your go-to
workaround?
I feel your pain, Alessandro. It appears that planner is supposed to send an email notification when someone comments on a task - but in my experience, that doesn't always happen. Super frustrating!
Here's an article from Microsoft on comments: support.microsoft.com/en-us/office/comment-on-tasks-in-microsoft-planner-fd4aedde-7785-4cd0-96ee-122fbc9140e1
Here's the user voice request so we can make our needs known: planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/36132586-comment-notifications
Hope this helps.
Please start using flow inside 365. After getting used to it you can upgrade your way of communicating
Can I have one Team with several channels and specific planner boards per channel? For instance, each channel would be a specific project that would require a specific planner board.
Yes. Each channel you set up in teams can have a dedicated planner board. Team members will be able to view and switch between boards on the left-hand menu.
i dont like that everyone can edit and move things around. need more permissions by role or user.
Agreed! There are currently no way to alter permissions in planner.
There are, however, user voice requests created for this topic. Go vote for them so Microsoft take notice: planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum?query=Permissions
Agreed - I had to build more teams (sub teams really) to make up for the channels don’t have that ability
@@kenshomi2 sigh need tutorial lol
"A little bit about ME..." is correct as opposed to "A little bit about MYSELF..." Please use proper grammar.