Forum Discussion
How do you use Planner?
Hi Brett,
i simply answer direct to your questions...
•How do you use Planner to stay on top of all your work?
We are a team of 20 people in a 5k emploies company.
We started using planner 3 month from now.
We have to manage projects about 200 projects. Every project has its 20 workpackages which are basicly the same for each project.
Checklists are a good indicator if a task is done. All files are organzied in folders in the sharepoint behind the planner.
•Do you have system or process for creating tasks?
For creating a new project we use Planner Mananager from Apps4pro.
Its the only one Software for create new tasks from exceltemplates.
Our Exceltemplate calculates the duedates for the tasks, and Planner Manager does the rest.
If you never heard about this tool, you have to give it a try:
https://sway.com/i8jlI9bGhTMY6vuk
It gives also the option to set reminders in outlook and much more.
Without this tool, to be hounest, it would not be possible to use planner.
Its still beta, but almost final i think/feel :-)
•Do you use the Groups conversations for something specific, like I do?
Our IT block us from using groups. we just have planner.
Groups will be the next step.
•What value do you get out of Planner charts?
The chart function is good to have an overview, which tasks has to be done next.
who should be notified because its task is red, or not red anymore.
For doing a fast analasys, we use also planner manager.
For Example: We use one tasks, we call it "MASTERDATA" for collect infomation about the project like contact or contactpersons for functions.
In Planner manager i can search for this names and get an overview who is in the project in which funtion.
Greetings,
Michael