Planner - Teamwork - Guiding and Organizing Your Business Activity Use Case
In this video, you will learn about teamwork and how to guide and organize your business activity using Microsoft 365. The video covers various topics such as task distribution, collaboration while out of the office, managing and tracking team activity on mobile phones, and giving new team members access to the activity planner.
This will help you improve communication, increase efficiency, and save time within your team.
Objectifs :
This document outlines effective strategies for task distribution, team collaboration, and activity management using Office 365 tools, particularly for geographically scattered teams. It also addresses onboarding new team members and ensuring they have access to necessary resources.
Chapitres :
-
Organizing Task Distribution
To effectively manage a geographically scattered team, it is essential to organize task distribution clearly. Each associate should be informed of their specific job tasks through the Office 365 Planner. By logging into the Office 365 portal, managers can access the team's Planner, where they can view project progress, activity distribution by worksite, and tasks assigned to each associate. This allows for a streamlined approach to task management. -
Collaborating While Out of the Office
When out of the office, collaboration can be maintained through the Planner mobile application. Managers can access the application to create new tasks, assign them to associates, and provide necessary details. For instance, if an anomaly is noticed at a worksite, a manager can take a picture, add a description of the required actions, and assign the task directly to a team member, ensuring timely communication and action. -
Managing and Tracking Team Activity
Managing and tracking team activity can be efficiently done using mobile devices. The Planner mobile application allows managers to monitor ongoing tasks and project progress in real-time. Additionally, preparing for team meetings can be done using the OneNote mobile application, where agendas can be drafted on the go. This ensures that all team members are aligned and informed about their responsibilities. -
Onboarding New Team Members
When a new member joins the team, it is crucial to provide them with access to the activity planner and all relevant documents. This can be done seamlessly through the Office 365 tools, ensuring that new associates can view meeting minutes and other important information on their smartphones. This accessibility helps them integrate quickly into the team and understand their roles. -
Conducting Efficient Meetings
To conduct efficient meetings, managers can utilize Outlook to post group calendars and create online meetings using Skype. During the meeting, notes can be shared in real-time, allowing all members to contribute to the minutes. This collaborative approach not only saves time but also ensures that absent members can catch up on discussions through OneNote, where meeting summaries are readily available. -
Conclusion
In conclusion, utilizing Office 365 tools effectively enhances communication, task management, and collaboration within geographically dispersed teams. By organizing task distribution, facilitating real-time collaboration, and ensuring new members have access to essential resources, teams can operate more efficiently and effectively.
FAQ :
How can I inform my team about their job tasks?
You can inform your team about their job tasks by using the Planner tool in Office 365, where you can assign tasks and notify associates via email.
What should I do if I need to collaborate while out of the office?
You can collaborate while out of the office by using mobile applications like Planner and OneNote to create tasks, share notes, and prepare meeting agendas.
How can I track my team's activity using my mobile phone?
You can track your team's activity using the Planner mobile application, where you can view tasks, project progress, and assign new tasks as needed.
How do I give a new team member access to the activity planner?
To give a new team member access to the activity planner, simply add them to the Planner and ensure they have the necessary permissions to view tasks and documents.
What tools can I use for team meetings?
You can use Outlook to schedule meetings and Skype for real-time communication during the meeting. OneNote can be used to take and share notes.
How can I ensure that absent team members receive meeting notes?
Absent team members can view a summary of the meeting notes on their smartphones using the OneNote mobile application, ensuring they stay informed.
Quelques cas d'usages :
Task Assignment in a Geographically Scattered Team
When managing a team spread across different locations, use Office 365 Planner to assign tasks and notify team members via email, ensuring everyone knows their responsibilities.
Real-Time Collaboration During Site Visits
While visiting a worksite, use the Planner mobile application to create and assign tasks immediately upon noticing issues, allowing for quick resolution and maintaining project timelines.
Preparing for Team Meetings on the Go
Utilize OneNote on your mobile device to prepare meeting agendas while traveling, and finalize them in the office to ensure a smooth and organized meeting process.
Efficient Communication with Remote Teams
Leverage Skype for real-time communication during meetings, allowing team members to contribute to notes and discussions, enhancing collaboration and efficiency.
Onboarding New Team Members
When a new member joins the team, provide them access to the Planner and relevant documents through Office 365, ensuring they are up to speed with ongoing projects and tasks.
Glossaire :
Office 365
A cloud-based suite of productivity applications and services developed by Microsoft, which includes tools like Word, Excel, PowerPoint, Outlook, OneNote, and Planner.
Planner
A task management tool within Office 365 that allows teams to create, assign, and track tasks visually through boards and buckets.
OneNote
A digital note-taking application that allows users to create, organize, and share notes, which can include text, images, and links.
Skype
A telecommunications application that provides video chat and voice call services, allowing users to communicate in real-time.
Mobile Application
A software application designed to run on mobile devices such as smartphones and tablets, providing users with access to services and information on the go.
Activity Planner
A tool or system used to organize and manage tasks and activities within a team or project, ensuring that all members are informed of their responsibilities.
Bucket
A category or grouping within Planner that helps organize tasks based on different criteria, such as project phases or work types.
Checklist
A list of items or tasks that need to be completed, often used to ensure that all necessary steps are followed in a process.
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