You might set up columns for: New issue | Evaluating | Resolving | ClosedĮach issue is created as a card and moved along the columns (Planner calls them "buckets") as it progresses. If you don’t need the complexity of a Gantt chart, then Planner works great.Ī common use is for issue management. Contrast this with a classic project where one thing has to happen before the next. Planner is ideal for coordinating work where there are many sub tasks but few inter-dependencies, so many things can happen in parallel. Related Article: Office 365 Tools: Where to Begin Planner Use Cases This gives full access to the board and card creation, but not to some of the management features. There is a dedicated Planner app for iOS and Android. A much better option is to add the Planner modern web part to a page. To add a plan to a SharePoint team site from the homepage, go to "+ New" and then "Plan" - it will then appear in the left-hand menu.
A slightly better option is to show the plan within a team site or Teams. However, given Groups are almost impossible to find in Office 365, this isn’t much help. Typically plans get created when an administrator creates a new Group. There’s a Planner icon in the Office 365 App launcher (click the waffle in the top left corner and then "All apps") or just go to. Planner used to manage the production of a complex report
The kindest way of putting it is that Planner was "heavily inspired" by Trello, which in turn is an online version of the Kanban board. Planner uses task cards arranged into columns, with a set of columns forming a "board" for a project. Below are some use cases that hopefully help bring Planner’s purpose to life. It's certainly worth calling attention to, particularly after an initial Office 365 launch when people have got used to the basics of OneDrive, SharePoint, Teams, etc.Īs always with non-technical users, you can tell people about a tool, but it only really comes alive when they see an example they can relate to. The Planner collaborative task management tool found in Office 365 is a bit of an underused gem.
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