Apr 19 2020
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.