Shulou(Shulou.com)06/02 Report--

Microsoft officially launched Microsoft Planner in February 2017, which allows users to collaborate on projects easily and intuitively through Planner on computers, Mac or mobile devices: create new plans, organize and assign tasks, share files, track team progress on any device, and keep abreast of team members' progress anytime, anywhere.

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A project team can quickly build a team collaboration model through Microsoft Planner, ensuring that team members can track team progress, keep track of each other's work on any device, and have effective conversations around a task through creating plans, building teams, assigning tasks, and updating status to meet the needs of the project team.

Add a Planner App and create a new Planner to add a task and provide a task date to add a task tag to add a person and assign a person to the task. Take the new product release as an example, the process is as follows:

Project planner: adding tasks

In the Planner of a new product release, follow this process to create 5 new tasks and assign them to different owners and deadlines by clicking "add Task".

Add a task label

(if there are a large number of departments involved in the project) set specific label colors according to the departments of the participants, such as Label1 in the marketing department, Label2 in the systems department, etc., to facilitate the project planner to filter which departments and tasks have not been completed through the tags.

Expand more options for tasks and set task categories from Label.

Filter task

Expand the filter drop-down menu, select a category, take Label 4 as an example, automatically filter tasks in the current to do list, and display only tasks in that category.

End users find assigned tasks by user

If the project is split with a large number of tasks, you can quickly find the tasks assigned to you by grouping by task assignment.

Note: if a task requires multiple people to work together, when it is displayed as a group by assigned object, the task will be displayed in the task list of the people participating in the task.

Update task status

In the tasks assigned to you, click on the completed tasks to update the completion status (in progress, completed). If the task needs to add a description or save the information related to the task, you can click "add attachment" to associate the relevant documents to the specific task.

Project planner + end user project progress tracking

Show project completion progress visually through Board: which tasks have not been started, which tasks have been completed, which tasks are in progress, and unfinished tasks can be viewed in to do list (you can see who is assigned to the task and the pre-completion time)

Thank you for reading. I hope it will be helpful to you.

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