![]() ![]() The Union of Tired Internsĭelegation is a great way to get things done. This can be as simple as using the labels that are built into the Microsoft Planner, or you can build your own system using the color-coding tabs and other features of the software.įor example, if you know that certain projects always take longer than others and/or have more frequent deadlines, then you might choose to label them “big projects” or “urgent” so that they stand out when you’re looking at all of your tasks in one place (instead of being buried under a pile of minor task assignments).ĭelegate and add comments as much as possible (but not too much). Who would have guessed that Microsoft Planner best practices were this close to actual leadership best practices? Use a system for labeling your tasks.Ī great way to manage your planner is to use a system for labeling your tasks. This will help your team understand exactly what needs to be done and when. Make sure to include all relevant information, such as deadlines, required resources, and any dependencies on other tasks. It’s important to be as detailed as possible when creating tasks in Microsoft Planner. How long should I expect this task to take me?īe specific and clear when creating tasks.How will this task contribute to our overall goal?.This step can help you stay focused and eliminate unnecessary work. When working on tasks, it is important to have a clear purpose for every task. Make sure you have a clear purpose for every task. Here are some Microsoft Planner best practices for setting and organizing tasks. We can’t talk about Microsoft Planner best practices without discussing tasks! Now that you’ve set up your Microsoft Planner plan and invited your team members, it’s time to start getting things done. Tasks: The ins and outs of task setting in Microsoft Planner You can choose different “buckets” to categorize your tasks, add custom fields to your tasks, and change the background color of your plan. Customize your plan’s layout and fields: Microsoft Planner offers a variety of options for customizing the way your plan looks and functions.You can also add a personal note to the invitation if you’d like. Click on the “Add members” button and enter the email addresses of the people you want to invite. ![]() Add members to your plan: Now it’s time to invite your team members to join the plan.Give your plan a name and a brief description, and choose a group or team to associate it with. Create a new plan: To get started, click on the “Create a new plan” button in the top right corner of the Microsoft Planner homepage. ![]() Here are some best practices for getting your Microsoft Planner plan off the ground: Once you’ve decided to use Microsoft Planner for your team’s project management, the next step is to set it up for maximum efficiency. That’s where our Microsoft Planner best practices come in! You can have conversations about specific tasks, attach relevant files and documents, and even see an overview of upcoming tasks and deadlines on the calendar view.īut with great power comes great responsibility (or something like that), and it’s important to use Microsoft Planner in the most effective way possible. In addition to its customizable features, Microsoft Planner also offers a variety of ways to collaborate with your team. You can create custom fields, choose different “buckets” to categorize your tasks, and even change the background color of your plan to match your company’s branding. It’s easy to customize your plan to fit the needs of your specific project and team. One of the best things about Microsoft Planner is its flexibility. With features like task assignments, file attachments, and team conversations, it’s a one-stop shop for all your project management needs. Microsoft Planner is a project management tool that helps you and your team stay organized and on track. Just googled Microsoft Planner best practices? Are you tired of using sticky notes and Excel sheets to manage your team’s projects? Do you want a more organized and efficient way to keep track of tasks and deadlines? Look no further than Microsoft Planner! ![]()
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