Tech Tip Tuesday Microsoft Planner)

Hello Tech Enthusiasts!

Are you juggling multiple projects, managing tasks for a team, or just trying to stay on top of your personal to-do list? Say hello to Microsoft Planner, your new best friend in project management!

• Why use Microsoft Planner?

• Getting started

• Pro tips

Why use Microsoft Planner

• Visual Organization: Easily create and organize tasks using visual boards.

• Collaboration: Share plans with your team, assign tasks, and track progress collaboratively.

• Flexibility: Customize your plans with labels, due dates, attachments, and more.

• Integration: Seamlessly integrates with other Microsoft 365 apps like Teams, Outlook, and OneNote.

Getting start

• Create a Plan: Open Planner, click on "New Plan," give it a name, and start adding tasks.

• Add Buckets: Organize tasks into different categories or stages by creating buckets. This helps in better task management.

• Assign Tasks: Click on any task to assign it to team members, set deadlines, and add necessary details.

• Monitor Progress: Use charts and the Planner Hub to get an overview of your plan’s progress.

Pro tips

• Use Labels Wisely: Color-code tasks for easy identification and prioritization.

• Task Checklists: Break down tasks into smaller steps using checklists.

• Comments & Files: Use comments to communicate with team members and attach relevant files directly to tasks.

Whether you’re a project manager, team leader, or just someone who loves staying organized, Microsoft Planner is here to make your life easier.

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Matthew Kempski

MK Tech Tips, CEO/President