![]() ![]() It is important to always assign a task owner so that activities don’t fly under the radar. Set Task Owner, Status, Start Date & End DateĪs you can see above we’re a bit behind the eight ball as there are a few tasks that are missing owners. Speak with your team members to create a set of buckets that make most sense to your project and the workflow of your teammates. ![]() For our Blogs and Webinars Plan, we found it made the most sense to create buckets around overarching content topics which you can note below. Once you have created your first Plan (top left pane: + New Plan), begin by creating sub-categories that will bucket the various tasks in your team project. Take a few moments to click-around and then read-on to learn about the 4 best practices for Office 365 Planner. If you have already been added to a few plans in your organization, your Planner Hub will look more like what you see below. To launch the team planning tool, login to your Office 365 account, navigate to the tile button at the top left hand of the page and select “Planner”.Īssuming this is the first time you have launched planner, you will likely navigate to a “plan-less” page. Video Demo | Office 365 Planner Best Practices for Team Success Launching O365 Planner Given that many of you are new to Planner, we thought we’d throw together a few of our favorite tips so you can begin using the tool pronto! Designed as an easy-to-use tool for teams to collaborate and organize teamwork, the Trello-like application is useful for teams of all sizes in businesses and schools. Rolled out worldwide, anyone under Enterprise E1-E5, Business Essentials, Premium and Education subscription plans should now have access to Planner. If you haven’t heard, Microsoft recently added Office 365 Planner to their application suite. ![]()
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