We quickly realized we had too many collaborative social media tasks to fit in just one category bucket under the Marketing General Planner, though. ![]() In our Marketing Team, we originally had all marketing tasks in a Planner in our Marketing General channel. Within Microsoft Teams, you can set up and work in different channels. Teams App Sidebar When to Add a Planner to a Microsoft Teams Channel? There are tabs at the top of each Teams channel where you can add a Planner for anyone in that channel to access. ![]() Microsoft Planner is included in Office 365 and can be used in Microsoft Teams or as a mobile app. If you have Microsoft Teams downloaded, Microsoft Planner should already be included and ready to go. Setting Up Microsoft Planner with Microsoft Teams In this blog, we outline our process so you can apply it to your own work in a small company or group. This led us to create a defined Microsoft Planner process so we can easily hand off projects one or more times without necessarily needing to check in with each other in a meeting or with direct messaging each time. We needed clearly defined ways to communicate about different tasks while also being able to refer back to that communication when working on the task. With so many small projects needing to be handed off multiple times between us, we quickly got overwhelmed trying to keep track of everything. There is always direct messaging for quick updates but what if you send a message with information that needs to be referred to later?Īs the Communications Coordinator at Iteration Insights, I am often collaborating on multiple marketing projects with the Marketing Coordinator. It can feel odd to schedule a meeting just to update a colleague that you sent them a draft to review with remote work. Little reminders and updates are what many of us were used to throughout our day because it was an easy way to keep up communication such that projects move forward at a good pace. Those little moments are often when people would fill someone in on little details that don’t require a full-on meeting like, “Hey, I just sent you that draft to review.” Like most people working remotely, we have found it difficult not to be able to easily chat with a colleague at work as they, for example, walk by our desk. ![]() When to Add a Planner to a Microsoft Teams Channel?.Setting Up Microsoft Planner with Microsoft Teams.The My Tasks view provides comprehensive lists of all the user’s tasks across all their plans with status information so they can see where everyone on the team stands at a given time (i.e., which task someone is working on). It enables users to organize plans, tasks, and conversations in one place for easy access from any device–including PC’s or mobile devices like phones. Planner is a tool that helps you make sense of your work. ![]() The Planner interface features the ability to create plans on an intuitive timeline view, plan tasks from every perspective including due date by assigning them with tags or labels for easy sorting via search filters*, chat about everything you’re working on in real time within your team*, share files* so everyone can contribute without ever having to email attachments again(*optional). Planner is a user-friendly, web and mobile app that helps teams organize themselves. To make staying on top of tasks easier than ever before with features like creating checklists and compiling collections all in one place within an intuitive interface, download Microsoft’s new “to do” list app today You can use Microsoft To Do for shopping lists, event planning, personal notes-taking or reminders the possibilities are endless! Microsoft To Do is a powerful task management app that makes it easy to stay organized and manage your life.
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