In this lesson, learn how to use Planner to create a new plan, add people, organize and assign tasks, share files, and keep track of your team’s progress.
- [Instructor] Planner is a very simple and visual tool to help users plan work either for themselves or other team members. Let's go ahead and build out a plan for a new server migration. To start, we'll launch the Planner app from the Office 365 portal. Next, we'll create a new plan. We'll provide a name for our plan, and you'll notice that our plan now has an email address as well, and we'll go ahead and make this plan public, but we could make it a private plan. Click on Create Plan, and wait a few moments.
We can now start adding tasks, due dates, and assignments for our plan. For this plan I'm simply going to create four tasks. Our first one is the discover phase of our plan, and that is due on September 1st, and we're going to assign that to Harold. And you may have noticed when I assigned Harold the task he was added to the plan. I'm going to repeat the process for our next three tasks. You may have noticed that I did not add an assignment for those last two tasks.
You can do that after the fact as well. If we wanted to assign the task to a user after we created the task, all we'd simply do is open the task. From here, we can go ahead and add the assignment. We can adjust the progress. Right now our project has not started. It could be in progress or completed. We could also specify a start date. We could add a little bit more of a description for our task, and if we wanted to we could add an attachment to our task, by simply clicking on Attachment.
And then any comments that you'd like to attach to this task can also be added. If you've made adjustments in here, you'll go ahead and simply click Post. I'm going to go ahead and close that window, and now we can see under Migrate we have a comment. Let's go ahead and take a look at a plan that's a little further along. We'll find this under All plans, and we're looking at the Annual Sales Meeting. Here, you'll notice that we have several items in this plan, at different stages of completion.
Here we can see the list of tasks and assignments, but this list is a little long and it might be better to group related tasks into buckets. Let's go ahead and create a new bucket for the evening event tasks. First up is to name our bucket. There we go, and now we can simply drag and drop existing tasks into our new bucket. I think that is all of our activities, based on the evening activity. And finally, let's go ahead and quickly track the progress of our plan, and to do so simply click on Charts.
We can see in our Annual Sales Meeting plan that we have five tasks that have not yet been started. We have three that are in progress, and two that are complete. If we'd like to drill down a little bit further to see exactly what our team members are doing, we can just simply click in their name. We can see that they have three tasks that are currently in progress assigned to them, as well as one completed. This was a very quick overview of Planner. For more information and answers to common questions, see the Office Training Center.
- Training users
- Troubleshooting account and startup issues
- Repairing Office apps
- Working with Word, PowerPoint, Excel, Outlook, Visio, and OneNote
- Communicating with Skype and Yammer
- Using OneDrive and SharePoint
- Fixing file synchronization issues