Jul 30 2019 11:50 PM
Hello there,
I am searching for advice and hopr to find it here.
I am looking into Planner as a way to manage open tasks in a group of people, all on O365, currently in the same tenant. Those tasks are either internal or related to a customer. We do have regular physical meetings where we discuss the progress and new todo's.
I started with a Team and a channel per customer. In each channel I created a plan. In each plan I named 3 buckets (Support, Infrastructure, Projects). I do have about 20 customers, thus I would end up with 20 channels and 20 plans. obviously, I just tested with 4 customers.
Problems with this setup:
Next I tried with just one plan, giving each customer a bucket and started to work with the color coded categories (Support, Infrastructure, Projects).
So far this seems the better solution. But I have not enough experience (yet) to see the disadvantages in the future.
Any advice is very much welcome. Perhaps there is a better way?
Thanks
Daniel
Jul 31 2019 12:00 AM
SolutionAug 06 2019 04:53 AM
@adam deltinger thanks for your feedback.
I am now working with just one plan, with it's advantages and disadvantages :)
Jun 08 2020 10:20 AM
@DanHuber my organization is looking to move to a set-up almost exactly like yours. How well has that set up worked for you so far? Any regrets?
Jun 08 2020 11:22 AM - edited Jun 08 2020 11:23 AM
Hello @ChristianMNP ,
No regrets so far, but perhaps some wishes. Planner is not perfect, but quite useful. Also, I might not exactly use it the way it is meant for. In any case, if someone has a better tool for what I do, please let me know.
Here is my preliminary feedback:
Does that preliminary list help?
Daniel
Feb 07 2024 12:25 PM
@DanHuber Your list of upsides, downsides, and development wishes is (still - I am sad to say) spot on 👍🏼
Feb 08 2024 12:02 PM
Jul 31 2019 12:00 AM
Solution