![]() Well, though it takes only a few seconds, the process sometimes takes you out of your train of thought. Add the Planner tab in Microsoft Teamsĭo you find yourself switching through Teams and Planner in your browser or desktop? Note: For more information on creating a new plan in Microsoft Planner, check out this article: How to Make a New Plan in Microsoft Planner (+No New Group). But this helps in organizing your project. This way, you will be able to divide the project into different small plans. Think of it as similar to creating a team in Microsoft Teams and then creating channels within the team. In addition to this, you might want to practice creating a master plan and sub plans for the same group. More often, you want a new plan within the same group.įor that, simply click the add to an existing Microsoft 365 group button when creating a new plan: When you create a new plan, you also create a new Microsoft 365 group complete with all its assets like a site, calendar, etc.īut truth be told, a new plan doesn’t always mean a new group. This will save you time since all you need to do is copy the templated task instead of creating a new one and setting up everything over again. ![]() As much as possible, try adding as many repeating details as possible. Because of this, you have to manually create the template first. ![]() If you want to save time creating new tasks, one way to do it is by creating templates or saving a copy of repetitive tasks.Ĭurrently, Planner has no templating feature. Note: For more information about Planner, check out this article here: What is Microsoft Planner? How to use it? (Beginner’s Guide). It’s something close to Trello due to its kanban board, with each plan associated with a Microsoft 365 group. If you’re not familiar with Planner, it’s basically a task management app with a lot of extra features. What are the Microsoft Planner best practices to implement? Make use of comments, notes, and attachments Check out available Power Automate templates Use filtering and grouping functions together Always fill out assigned to and due dates
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