Microsoft Planner - Creating finance team timetable

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Occasional Visitor

Hi,

I'm really new to this wonderful world of Teams / Planner.

 

We are a finance team, which covers a number of different companies. I want to create a finance timetable  which we can use every month to allocate recurring tasks to the team.

 

1. How do I set the date? I would like to reference working day's (as each month the task is due on a different date).

2. I've realised I can use Buckets for each company.  

3. I thought it would be easiest to set up a template - to copy forward each month.

 

Is this the best tool for me to use?  How is the easiest way to set it up?  

I just want to copy it mid month before the month end, make any tweeks and distribute.

 

Any advice / help very welcome.

Thanks

Karen

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