Planner - Organizing a team's tasks Video

Unlock the power of collaboration with our latest video, 'Organizing a Team's Tasks.' Discover how Microsoft Planner can transform your project management approach. Learn how to create plans, categorize tasks, and keep everyone in the loop with real-time updates. Don't miss this essential guide to efficient teamwork and achieving your goals!

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Such as using Outlook tasks or taking notes.

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These methods may be sufficient for simple needs,

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but when it comes to collaboration and team tracking,

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they can have limitations.

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Microsoft Planner offers a simple and effective way to organize teamwork,

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track project progress,

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and get a clear overview of your objectives.

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You can access Planner through the Microsoft 365 portal

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by signing into your account and clicking on the planner icon in the app launcher.

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It is also accessible directly within Microsoft Teams.

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To efficiently organize your tasks,

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click on new plan.

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You can choose from available templates for inspiration and to save time.

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In this example,

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we will start with a blank plan to fully customize it according to specific needs.

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Collaboration is at the core of Planner.

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To add members to your plan,

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click on share at the top of the plan page.

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And enter the names of the people you want to include.

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A useful tip is to add the plan to an existing group,

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such as a team's channel.

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This prevents the need to manually enter each name

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if the members are already part of a shared channel.

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Now that your plan is created and your team is set up,

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it's time to organize tasks in a clear and visual way.

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Add buckets to separate tasks into different categories,

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such as

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to do in progress and completed.

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Populate each bucket with tasks by specifying the task name.

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Due date to set priorities.

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And assigning the task to the relevant team members.

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Each team member can view,

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update tasks,

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and add comments.

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This allows everyone to keep the plan up to date in real time

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and ensures transparent communication within the team.

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To get a global view of your project,

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use planners' different tracking views.

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With a group by view,

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you can quickly identify urgent tasks by grouping them by due date,

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see who is responsible for which task by grouping them

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by assignees,

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and track task progress by grouping them by status

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to detect potential delays or blockers.

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In schedule view,

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the calendar view helps you visualize tasks on a timeline,

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ensuring workload balance and preventing task overload for a single person.

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You can adjust due dates if needed for better time management.

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The charts view provides a project summary

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with visual graphs displaying overall progress,

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overdue tasks,

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and team performance.

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Microsoft Planner is an intuitive tool that

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simplifies task organization within your team.

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By centralizing information and offering personalized views,

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it helps you collaborate efficiently,

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track project progress,

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and achieve your goals with greater ease.

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Consider adopting it to optimize your project management.

Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER

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