Planner - Displaying the progress of your plan Tutorial
In this video, you will learn about displaying the progress of your plan using Microsoft Project.
The video covers the steps to track and visualize the progress of your project, ensuring that you stay on track and meet your goals.
This will help you effectively manage and monitor your project's progress, making it easier to identify any issues or delays and take appropriate action.
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Objectifs :
This video aims to guide users on how to display upcoming tasks in Planner, track their progress, and reassign them if necessary. It provides a step-by-step approach to utilizing the Planner Hub effectively.
Chapitres :
-
Introduction to Planner
In this section, we will explore how to access and navigate the Planner tool within the Office 365 environment. Users will learn how to sign in to their Office.com portal and launch Planner from the Office 365 home page. -
Navigating the Planner Hub
Once in the Planner Hub, users can find their recent plans on the right side of the screen. This includes plans they have consulted or modified, as well as suggested plans. Users can also add specific plans to their favorites by hovering over any card. -
Understanding Task Representation
The Planner interface provides a card representation of tasks, including a chart that visually indicates the status of tasks. By hovering over the color-coded sections, users can quickly identify late tasks and their priorities. -
Tracking Task Progress
To track the progress of tasks, users can click on the 'Charts' feature, which presents a graphic representation of tasks categorized by Status, Bucket, Priority, and Members. This allows users to see how tasks are organized and identify any urgent tasks that may be overdue. -
Reassigning Tasks
If a team member is falling behind, users can reassign tasks to ensure timely completion. By clicking on the avatar of a card, users can assign other team members to assist with tasks. This section demonstrates how to add or remove team members from specific tasks. -
Filtering Tasks
Users can further filter tasks by categories such as Priority and Progress. This allows for a focused view on late tasks or tasks of a specific priority. The video explains how to apply and clear filters to manage task visibility effectively. -
Conclusion
In conclusion, this video has provided a comprehensive overview of how to use the chart feature in Planner to track task progress and reassign tasks as needed. By following these steps, users can enhance their productivity and ensure that tasks are managed efficiently.
FAQ :
How do I access Planner in Office 365?
To access Planner, sign in to your Office 365 account, navigate to the home page, and select Planner from the available applications.
What is the purpose of using buckets in Planner?
Buckets in Planner help organize tasks into categories, making it easier to manage and track progress based on different criteria, such as departments or project phases.
How can I track the progress of my tasks in Planner?
You can track the progress of your tasks by using the chart feature in Planner, which provides a visual representation of task status, bucket, priority, and member assignments.
What should I do if a team member is falling behind on their tasks?
If a team member is falling behind, you can reassign their tasks to other members to ensure timely completion. Use the group by bucket feature to identify tasks that need attention.
Can I filter tasks in Planner?
Yes, you can filter tasks in Planner by priority or progress to focus on specific tasks, such as those that are late.
Quelques cas d'usages :
Project Management in Marketing
A marketing team can use Planner to assign tasks for a campaign, categorize them by buckets such as 'Content Creation' and 'Social Media', and track progress through the chart feature to ensure deadlines are met.
Task Reassignment in Design Projects
In a design project, if a designer is overwhelmed with tasks, the project manager can reassign some of their urgent tasks to other team members, ensuring that the project stays on schedule.
Tracking Team Performance
A team leader can utilize the chart feature in Planner to monitor the performance of team members, identify who is falling behind, and redistribute tasks accordingly to maintain productivity.
Organizing Events
Event coordinators can use Planner to manage tasks related to event planning, such as venue booking and catering, by creating buckets for each category and assigning tasks to different team members.
Software Development Sprints
In software development, teams can use Planner to organize tasks for each sprint, categorize them by priority, and track progress to ensure timely delivery of features.
Glossaire :
Planner
A task management tool within Office 365 that allows users to create, assign, and track tasks in a collaborative environment.
Office 365
A subscription service offered by Microsoft that includes access to various productivity applications and cloud services.
Task
A specific piece of work or duty assigned to an individual or team within a project.
Chart
A visual representation of data that helps users track the progress of tasks in Planner, categorized by status, bucket, priority, and members.
Bucket
A category within Planner used to organize tasks based on different criteria, such as departments or project phases.
Priority
A classification that indicates the urgency of a task, typically categorized as Low, Medium, Important, or Urgent.
Member
An individual assigned to a task or project within Planner, responsible for completing the assigned work.
Due Date
The date by which a task must be completed.
Reassign
The act of changing the individual responsible for completing a task to another member.