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MICROSOFT TASK PLANNER UPDATE
MICROSOFT TASK PLANNER FULL

Since filters work on multiple attributes, you can pinpoint exactly which tasks are due this week (Due date) but at-risk (Label), or which urgent tasks (Priority) are assigned to the HR team (Assignment) but not yet started (Progress). Filter: You can filter on any combination of six attributes in Planner, many of which you’ll recognize from the previous section: Due date, Progress, Priority, Label, Bucket, and Assignment.

Here, we’ll explore the two most important. We asked you to “stay tuned” throughout the last section to see how different task fields inform other Planner functions. These visual cues give anyone who scans the plan a quick indication of each task’s status. Scroll back to the screenshots at the top of this blog and you’ll see the Due dates, representative icons for Progress and Priority, and labels on various tasks in the Board view. Think of labels as another way to group tasks by similar attributes so team members can quickly identify the to-dos most relevant to them.Īll four fields inform different Planner capabilities-more on that in the next section-and, when added, are represented on each task in the Board view. For example, you might use labels to explain delays (e.g., “Pending review,” “Overbudget”), note the quarter that tasks are due, or define the responsible department.

Labels: The 25 color-coded labels are a great way to organize tasks around information specific to that plan.

There’s one more task field that, like the three above, feeds into other Planner functions. A task priority can go from Medium to Important and then down to Low as plan priorities shift over time. But unlike Due date and Progress, which rarely fluctuate (ideally), the Priority field can be more fluid.

Priority : The Priority field has options for Low, Medium, Important, and Urgent.

MICROSOFT TASK PLANNER UPDATE

Progress: There are three options for Progress-Not started, In progress, and Completed-which means you’ll likely update it twice: once when you start a task (In progress) and again when you finish it (Completed).

Of all the optional task details, the Due date is probably the most important.

Due date: Beyond the obvious reason that most tasks have a deadline, the Due date field also informs filtering options, the Charts view, and notifications-all of which we’ll discuss shortly.

And if that’s all you need, great! But we’d recommend adding a few more details to really get the most out of Planner. The key word there is “optional”: the only task detail you must enter is a name, which, if you did that for all your tasks, would turn Planner into a very simple task list.

MICROSOFT TASK PLANNER FULL

But our main focus is working within a plan like the one below.Įach task in Planner is full of optional details, as you can see above. We’ll touch on other Planner views, like Charts, in this blog too. Depending on the task details you add, Planner does some really cool stuff-stuff that all Planner beginners should know about. Selecting a card brings up a more detailed view of that task, shown on the right. The one on the left shows a typical Planner plan in the Board view, where each task is represented as a card and organized into columns, or Buckets. If you’re new to Planner, study the screenshots below for a minute. To kick off 2022, we’ve pulled together some helpful Microsoft Planner tips for beginners. A new year is the perfect time to try new things: new hobbies, new foods, and, if 2021 felt like a disorganized blur, a new way to manage your tasks.