Planner

Planner allows you to plan ad-hoc activities as well as structured activities on a virtual Board with Drag&Drop capabilities.

You can use it to streamline team activities, assign tasks to colleagues, share files and links, comment and collaborate in real time across multiple devices and track progress against due dates – both your own and the team’s.

Create “Boards” for top-level Topics (eg a Project, a Division, a Client, etc.), then “Buckets” for Categories (eg a Project Phase) and “Tasks” for individual assignments (eg a Meeting action) that can be allocated to one or more people, contain one or more Checklist items, Start Dates and Due Dates as you see fit.

Attach Word, Excel and PowerPoint documents to a Card then click on the “Card” to edit the documents, which are stored in a SharePoint Online Document Library.

Helps with

Task management: create tasks, allocate tasks, keep track of progress and missed deadlines.

Reminders: Enable Outlook notifications to receive reminders to keep you on track.

Resource allocation: Use the Chart view to see who is allocated to which tasks and easily reallocate if necessary.

Never forget a task again: You can add a Task anywhere, anytime and on any device, so next time you want to ensure you or a colleague follow through on a task, just add it to Planner!

Beware of

When you create a Plan, a Group is created with Files (SharePoint), Calendar (Exchange), Notebook (OneNote) and a mailbox (Exchange) with the associated potential for chaos.

While it’s possible to allocate multiple people to a task, it can create uncertainty about responsibility and result in irrelevant “Late task” notifications.

If a Planner board has been created by one person in an O365 Group and that person either leaves the company or simply loses interest and deletes the Group, you will lose your precious Planner board and data.

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