![]() ![]() Your plan’s Notebook can be used to track meeting minutes, brainstorm ideas, or specify document procedures for the plan. ![]() It doesn’t get any simpler than that! Track your project using a OneNote notebook ![]() You can create, upload, or delete files related to your selected plan. ![]() Members are grouped into the All, Owners, and Guests categories for clarity and organization. The second dropdown option lets you view, add, and delete team members for your selected plan. This lets you send messages to your group members. Using the dropdown menu to the right of the Charts tab, you can select the Conversation option to launch Microsoft Outlook. This page displays a clear visual overview of your selected plan, including the statuses of all tasks you created and the progress of your team members. Choose whether to add an item to a checklistĪfter creating tasks, you can place them into buckets to break up your work into phases, categories, departments, or whatever makes the most sense for your plan.Choose whether to show the task on a card.The Board is your go-to page for any plan and has all the information you need to organize your tasks. The top navigation panel lets you: View a plan’s main page or “Board” Your tasks will be grouped by status (Not Started, In Progress, and Completed) so you can better prioritize your work and stay on target to completion. The My Tasks page provides a convenient summary of the tasks you’ve been assigned across all plans. View the tasks you’ve been assigned for a plan In the example above, the Data Migration plan was designated as a favorite. Here, you can store plans that you need to frequently access or that are especially important. You can also access your Favorites from the left-hand navigation panel. You can enter an optional description or subscribe new members to receive email notifications about your plan. This page lets you create a public or private plan for a project. The left-hand navigation panel contains useful and frequently accessed pages. Once you’ve created a plan, the Planner home page (or Board) will look something like this:Īs you can see, the UI is quite simple, modern, and organized. To get started, select the Planner app within Office and Microsoft 365. Each plan that you create automatically becomes associated with a new Microsoft 365 group, which you can either designate as private or public. You can track your team’s progress from a visual dashboard, and you’ll get updates on new developments via email notifications. Microsoft Planner allows teams to create plans organize, assign, and collaborate on tasks set deadlines chat with colleagues to stay up to date on progress and upload and share files. The comparison chart below summarizes our results at a glance, but we’ll cover things in greater detail.Įxplore our Partner Guide to find out how Sherweb can support your business So which solution should you use? We’ll be comparing these application, Microsoft Planner vs Microsoft Project, so you can decide which one is better suited to your needs. Both programs let you create plans, organize and assign tasks, share files, communicate with colleagues, and get updates on your team’s progress. Microsoft Planner is a project management solution available as part of Office 365 as well as Microsoft 365. First released in 1990, Microsoft Project has become the go-to application for business projects. By now, you’re probably already familiar with Microsoft Project. ![]()
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