Planner - Organize a team's tasks Use Case

In this video, you will learn about organizing a team's tasks using Microsoft 365. The video covers how to use Planner, an Office 365 application, to create a new plan for your project and organize tasks into different buckets.
You can assign tasks to team members, set deadlines, create checklists, and add descriptions or attachments.
The progress of the project can be easily monitored using the progress view or charts.
Planner offers simple organization possibilities for team collaboration and is seamlessly integrated with other Office 365 software.
This will help you effectively manage your team's tasks and improve productivity.

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résultat(s)
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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.

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