Forum Discussion
How do you use Planner?
How are we using Planner? Not correctly and this bugs me :)
We have first tried planner a year ago, but it didn't stick. A few months ago we started testing Teams internally in our IT group and Planner tab has been added and from now on it is being used. But i think Planner is more a project management tool (plan = project). But our head of department just decided to use it to track various tasks. So our "project" is a never ending bloat of hundreds of various tasks, some are completed, new appear all the time. So the chart has no value. I have voiced my opinion a few times, but it just goes into void. I guess, this is still better than using some Excel sheet and it is centralized and integrates with Teams. You can access it on the web and in mobile app. So it has its benefits. But one had to use it correctly to get most value from it.
We also don't have a strict rules for task creating. It also annoys me when one task is assigned to 2-3 people and then it bugs you that its due date is here, but nobody knows who should close it. We started to use checklists with names attached to bullets inside such tasks to see who has to do what for the task to be completed. But this internal checklists are cumbersome. They are short, they show only a few words in a long sentence.
Maybe at some point it will evolve into something more useful. So far it's a messy pile here :)
Thanks your comment was helpful.
We are using it now. We recently created a bucket called "Weekly Commitments' this gives us a snapshot of the week. I think it is an improvement. I am looking for an affordable OKR system.
- lhsandersSep 25, 2020Copper Contributor
Joanna Budelman Hopefully by now, you have found a solution. However, I thought it best to share this information since I came searching for it.
I have started constructing an OKR system within Planner. This is my approach so far:
Create a bucket "Current OKR"
Create a checklist of KRsBuckets are Blocker, < 25%, 50%,75% and completed OKRs
Labels are limited, so I made sure that I created On-track (green) and At-risk (red)
Objectives have a specific naming convention - OKR #1: Objective
Create individual tasks from the checklist - KR #1: Key Result (number relates to the objective)
Create a checklist underneath of KR to provide a thought process to achieve result.This beats using an Excel or Word template and is a nice introductory way to push the OKR philosophy within a business.
I am definitely interested to read about any other clever ways people have adapted the OKR process within 365.