A new year is the perfect time to try new things: new hobbies, new foods, and, if 2021 felt like a disorganized blur, a new way to manage your tasks. To kick off 2022, we’ve pulled together some helpful Microsoft Planner tips for beginners.
If you’re new to Planner, study the screenshots below for a minute. The one on the left shows a typical Planner plan in the Board view, where each task is represented as a card and organized into columns, or Buckets. Selecting a card brings up a more detailed view of that task, shown on the right. Depending on the task details you add, Planner does some really cool stuff—stuff that all Planner beginners should know about. We’ll touch on other Planner views, like Charts, in this blog too. But our main focus is working within a plan like the one below.
Tips for managing tasks
Each task in Planner is full of optional details, as you can see above. The key word there is “optional”: the only task detail you must enter is a name, which, if you did that for all your tasks, would turn Planner into a very simple task list. And if that’s all you need, great! But we’d recommend adding a few more details to really get the most out of Planner.
There’s one more task field that, like the three above, feeds into other Planner functions.
All four fields inform different Planner capabilities—more on that in the next section—and, when added, are represented on each task in the Board view. Scroll back to the screenshots at the top of this blog and you’ll see the Due dates, representative icons for Progress and Priority, and labels on various tasks in the Board view. These visual cues give anyone who scans the plan a quick indication of each task’s status.
Tips for finding the right tasks
We asked you to “stay tuned” throughout the last section to see how different task fields inform other Planner functions. Here, we’ll explore the two most important.
Between filters and Buckets, there’s no shortage of ways to organize a plan exactly the way you want for whatever task information you need—just don’t forget those task details! And you can do so without interfering with others: your Planner view is specific to you and does not replicate across your team members’ plans.
Tips for staying on track
Built-in notifications are one way stay on top of tasks assigned to you. But if you’re interested in your tasks and the progress of your entire plan, you’ll want to check out the Charts view.
Tips for Microsoft Teams users
Microsoft Teams is a productivity powerhouse with a huge range of built-in and third-party capabilities that can bring most of your work into one app—including task management.
We’re all hoping 2022 gives us a fresh start: personally and professionally, locally and globally. And we hope these tips for using Planner, especially if you’re a beginner, give you a fresh start for managing tasks. Head over to tasks.office.com when you’re ready to create your first plan. If you’d like more information about Planner, check out our support page and Tech Community Blog.
Looking for more task management tips? Check out our second blog post in this series, "Tips for task management across Microsoft."
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