Platform Banner

Planner - Manage team tasks with Microsoft Planner Tutorial

Unlock the power of collaboration with our video 'Manage Team Tasks with Microsoft Planner.' Dive into organizing your planner board, setting clear tasks, and leveraging Microsoft Lists for consistency. Discover how to streamline your workflow, enhance visibility, and tackle blockages effectively. Perfect for intermediate users looking to boost their team's productivity. Don't miss out on mastering these essential skills!

02:06
84 views

Available in Microsoft365

00:00:05

organizing the Microsoft planner board,

00:00:07

making statuses visually understandable,

00:00:10

and maintaining consistency with Microsoft List.

00:00:13

The objective is to transform decisions into smooth and measurable work,

00:00:18

set clear rules.

00:00:20

One task corresponds to a concrete result.

00:00:23

One person owns it,

00:00:24

and a realistic date is set.

00:00:27

The status remains simple and verifiable with not started

00:00:31

in progress,

00:00:33

or completed as common language

00:00:35

in case of a blockage reported immediately

00:00:38

in the comments section for shared visibility.

00:00:42

Create compartments that reflect the milestones or workflow,

00:00:45

then distribute the tasks according to the structure.

00:00:48

Each task has an actionable title,

00:00:51

a concise description,

00:00:53

and if necessary,

00:00:54

a checklist limited to critical steps.

00:00:57

Attach the documents from the channel's SharePoint location

00:01:01

and insert the link to the list record to preserve the business context,

00:01:06

labels mark risks,

00:01:07

external dependencies,

00:01:09

or criticalities to quickly identify priorities.

00:01:14

Alternate the groupings as needed

00:01:16

by compartment to track progress towards milestones

00:01:19

by person during daily meetings

00:01:22

to visualize distribution and blockages

00:01:25

by deadline at the end of the day

00:01:27

to check the feasibility for the next day.

00:01:30

These dynamic views reduce the time spent searching for information

00:01:34

and increase the time dedicated to progress.

00:01:39

Teams is used to frame,

00:01:41

decide,

00:01:42

and announce

00:01:43

while planner handles execution.

00:01:46

List remains the business reference.

00:01:49

Reflects significant changes in execution in the corresponding records

00:01:54

or automate a minimal update

00:01:56

when moving to the completed status.

00:01:59

This synchronization maintains consistency between data,

00:02:04

conversation,

00:02:04

and execution.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

174 Views

E-learning Débutant

Video Training Microsoft 365 - Choose your task management tool

Discover how to structure task management in Microsoft 365 by combining Outlook, Lists, Planner, Loop, and To Do for smooth and centralized ...

ALL COURSES