Task priorities in Planner: Getting clear visibility into what needs to happen next
Published Oct 23 2019 07:00 AM 10.9K Views

We’ve all unintentionally let an important task slip through the cracks, or missed an email telling us that an urgent task is no longer all that important after we’ve spent hours trying to complete it (and could have been working on something else). Back in August, we added a Priority field* to tasks in Microsoft Planner. Now you can set a task’s priority—Urgent, Important, Medium, or Low—to add more detail to your tasks. You can also now use the Group by Priority feature to view all tasks in a Bucket to help you get clear visibility into next steps; to shift priorities, all you have to do is drag and drop.

 

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Below are some examples of how you can use Priority in Planner:

 

  • Greta is a compliance officer for a large financial firm. She uses Planner to track quarterly internal audits that are required to maintain regulatory compliance. For this process, she needs her team to collect information from sales and finance team members on a regular basis. To do this, she creates tasks to remind her team to collect information in their assigned areas. She can easily change task priorities as deadlines approach.
  • Clayton is a software developer at an auto parts manufacturer. He and his Team use Planner to track planned software updates to user control panel displays. After a meeting with the product management team to learn about user feedback and expectations, Clayton needs the team to shift priorities for the next release. To do this, he uses the filter option to communicate which tasks are most important to his team.
  • Janice is the editor for a hospitality industry publication. She uses Planner to manage the editorial calendar for what articles are being developed and published each month. She also uses it to assign articles to writers. With the Group by Priorities feature, she can easily view all the urgent tasks that need to be completed—final edits, photo approvals, and so on—that need to happen by the publishing date.

 

Tell us what you think! We love hearing feedback from the Planner community. Head to Planner’s UserVoice site to vote, comment on, and add new ideas.

 

*Available in Planner web UI, Planner in Teams and Planner mobile! 

3 Comments
Copper Contributor

Tasks in Microsoft PLANNER have no reminders, and you CANNOT add a reminder even if you track them in your Microsoft TO-DO under the Assigned to you tasks.

Can anyone explain why Microsoft would do this?

 

Iron Contributor

Hi, 

Keep in mind this is not a replacement for a calendar, but rather a group work-management tool based on the Kanban methodology.

My suggestion is to try using Planner as your "situation room" for your team's work - the place were you go every day to track what's being worked on, and what's coming next. 

Also, work with your team to keep it updated as work progresses. For example, if you get everyone to update tasks as they go, you will see you status update meetings becomes really short, as all the information is already there.

Take a quick look at Kanban. It's a simple and powerful way to work. This link can give you some of the basics, and here's more from MS.

Best,

Pablo

Brass Contributor

Please add the capability to integrate this field within the "Update task details" or "Create a task" within Power Automate!

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Last update:
‎Feb 24 2020 09:18 AM
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