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Home / Tips and Tricks / 6 Tips and Tricks for Becoming a Microsoft Planner Master

6 Tips and Tricks for Becoming a Microsoft Planner Master



  Microsoft Planner Logo

If you use Microsoft Planner, you know that the application means more than you might think. Here are some features, tips and tricks to help you become a Planner master from a beginner of Microsoft Planner.

Add emojis to your job titles

Words are great, but sometimes emojis are better. You can add emojis anywhere in a task, but for help at a glance, the task is the best place.

  The title of a task.

Press the Windows key +. (period) to open the emoji picker (Command + Control + Space on a Mac) and then choose your emoji.

  The title of a task with an emoji.

Having the emoji can be very useful for recurring tasks or tasks of a certain type. You can visually see what kind of task it is without having to read the text.

Emojis can also be added to the bucket titles, which is useful for planning with buckets for specific tasks, such as graphic design, communication, testing, etc. Or you can add emojis to make clear what each bucket represents.

 Three buckets with emoji in their titles.

No matter what you need them for, add emojis to your titles for better understanding and a more visual approach.

Adding attachments, checklists and notes to the tiles

Adding emojis helps to show what a task is, but not to show how the task is progressing or what needs [196590009] A simple task without anything on the tile. ” width=”303″ height=”140″ src=”/pagespeed_static/1.JiBnMqyl6S.gif” onload=”pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);” onerror=”this.onerror=null;pagespeed.lazyLoadImages.loadIfVisibleAndMaybeBeacon(this);”/>

Any attachment, checklist or note text you have added to the task can be displayed on the tile to make it easier to see what's going on.

Open the Planner task and choose "Show On Card" next to the element you want to show on the tile.

 The task details with the

You can only choose one of the three, but you can change your choice at any time. Whatever you have enabled will be visible on the tile.

 A task with a checklist visible on the tile.

Copy a single task or a whole plan

Do you have a single task that you have to recreate? Don't bother rewriting the same task multiple times, just copy it.

Open the task you want to copy, click the three-dot menu icon in the top right, then select the "Copy Task" button.

 The

Select the elements of the task you want to copy and then click "Copy".

 The

You now have a copy that you can use to create new tasks. This is great for similar tasks that you need to assign to different people, be it a task with the same instructions, such as organizing a one-to-one meeting with your boss, or a task that a different person does every day . [19659009] If you use a whole set of similar tasks repeatedly, such as a set of tasks you do for each project or a certain number of weekly tasks, you can copy an entire plan.

Click the three-dot menu icon at the top of the plan, then select the "Copy Plan" button.

 The

The new plan will use the same name as the source plan, but is preceded by "Copy Of." Change it to the name you want, choose whether it will be public to everyone in your organization, and click & # 39; Copy Plan & # 39 ;.

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After a few seconds, your new plan will be visible in the "Recent plans" section of the sidebar.

 The copied plan is shown in the sidebar.

Everything is copied except:

  • Plan Description
  • Plan Members
  • Plan Favorite Status
  • Task Attachments
  • Task Commands
  • Task Progress
  • Task Dates
  • Task Comment and Activity [19659042] This works great for template plans that require a new version on

    Drag between buckets to edit tasks

    By default, your tasks are grouped in the buckets you use: To-Do, In Progress, Done or which other buckets you have made too. Planner also allows you to group tasks based on properties such as Due Date, Assigned Person, Priority and more.

    We have discussed grouping into different buckets before, but here is a brief summary.

    To view your task groupings, click the "Group by bucket" button in the top right corner of the Microsoft Planner interface.

     The

    Choose another property to group your tasks, and they will automatically rearrange. For example, if you & # 39; Priority & # 39; your tasks are grouped into new Priority buckets.

     Tasks grouped by Priority.

    You can drag and drop tasks between these buckets to change the properties. Have you started testing and found some problems? No problem, group by "Progress" and drag the tested tasks back to the column "In Progress". Then group by "Assigned To" and drag tasks to the assigned person's buckets to solve the problems or to the "Unassigned" bucket if someone can pick them up.

    This process is much faster and much more intuitive than effortlessly opening any task and editing any field.

    Add tasks and change dates in the schedule view.

    To see your tasks by Due Date, click the "Schedule" option at the top of the plan. [19659009]   The Schema option.

    This opens a calendar view of all your tasks. You can add new tasks, drag tasks to different days to give them new due dates, or move tasks off the calendar to remove the due date altogether.

    The schedule shows the current month by default, but you can click the "Week" button to display a week view instead.

     The

    The schedule view is the best way in Microsoft Planner to get a bird's eye view it's much easier to understand your workload if you can see it visually

    Whether you view by week or by month, you can drag any task to a new date and drop to change due date.

     A task is dragged from one date to another.

    You can also drag any task from the "Unplanned Tasks" list to the calendar.

     An unplanned task is dragged to the calendar.

    Conversely, you can also drag a task from the calendar to the "Unplanned Tasks" list to remove the due date. 19659009] Add new tasks by clicking the "Add task" button or by clicking the plus sign (+) on any date, which automatically sets the task's due date as that date.

     The options to create a new task in the planning view. [19659009] The Schedule view gives you a different perspective on your tasks and gives an intuitive view of how much work is in

    View all attachments in the Planner File Store

    Over time, a plan can contain many attachments, or now it concerns images, documents, spreadsheets or something else. If you want to find an attachment again, you can view it in the file storage.

    Click the three-dot menu icon at the top of the plan and select the "Files" option.

    ] The

    This opens a new tab in your browser, showing the SharePoint site that stores all the files of your tasks.

     The document library for the plan, with all attachments

    You add, edit or delete files, but be warned: deleting a file here will remove it from your plan. However, if you have a lot of attachments in your tasks and you need to find one quickly, here's how.


    With these tips and tricks, you are well on your way to knowing everything you need to become a Microsoft Planner master.


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