We may be compensated by vendors who appear on this page through methods such as affiliate links or sponsored partnerships. What is good about Microsoft Planner? Is it worth using? Learn more about Microsoft Planner's features, pricing, pros, cons and more. If you have questions about Planner or the other apps the come with Office 365, we can help.Microsoft Planner review (2023): Key features, pricing, pros & cons There you have it! Some simple steps to help you make Planner work better for you. But if that is something that interests you, I encourage you to try it. I personally do not add tasks to my calendar – too much clutter for me. You will be given the below pop up where you choose to publish your tasks. Beside My Tasks, simply click the ellipses and select Add “My Tasks” to Outlook calendar. If, by chance, you are a person who wants their task reminders added to their Outlook calendar by due date, you can do that. Planner will then only show you tasks assigned to that person. Select the filter, Assignment, and select the team member within your group for whom you wish to see tasks. If we only wish to see the tasks assigned to a specific bucket, selecting the Bucket filter, will only show the tasks within that one bucket.įinally, when multiple team members are assigned within a plan, we have the capability of only seeing the tasks assigned to a specific team member. Planner will search all your tasks and deliver all task cards containing that keyword.įiltering by the Due option allows you to see tasks by the following selections: Late, Today, Tomorrow, This week, Next Week, Future and No date.įiltering by Label will allow you to search according to colored labels you have assigned to Planner cards.įor example, if we search on the green label - named “In Progress”– Planner will only show cards labeled in this way. You can filter by Due, Label, Bucket, and Assignment. Or, if you are searching for a specific task but can’t remember which bucket it is in, you can also search by keyword. Selecting the dropdown shows you all your filtering options. In addition to Grouping capabilities, there are also multiple filters you can apply across all of your Planner buckets.Īgain, in the top right corner, you will see “Filter.” They are categorized as Late and No Date. If you select Group by Due date in the upper right-hand corner, you see all of your tasks that are assigned to you AND that have a completion date assigned to them. From the example below you see they are categorized by Not Started, In Progress, and Completed. In the upper right corner, if you select Group by Progress, this will show your tasks - not by plan, but rather all the plans at once according to progress level. If you select Plan from the dropdown, your tasks will be shown to you according to the multiple plans you are a member of. If you look to the upper right corner, you’ll see “Group by_” If you select My Tasks from the left column, it will take you to all the tasks assigned to you. Please note: this will only show tasks assigned to you. You can view the progress charts for each Planner in progress. Welcome to the Planner Hub, where all the Planners you are a member of live happily together. Here’s how: go to and log in with your credentials. Is there an easier way than opening each Planner via each Team channel? The answer is yes! While this makes it a great place to access everything to do with your project in one place, it can cause you to have many disparate areas where you may have tasks. If you find yourself having difficulty trying to remember and keep up with all the tasks assigned to you in all of your Microsoft Planners, this brief tutorial may benefit you.Īs you well know, Teams makes it super easy to integrate Planner.
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