Once a plan is up and running, it's important to keep an eye on things. You can easily see which tasks are in progress, completed, or behind schedule. There are handy tools for identifying which tasks or which team members are falling behind. Monitoring plans and changing assignments when necessary can help you keep things on track.
- [Voiceover] I want to pick up here…at a time when my team has been working…on this plan for a while.…Some tasks have been completed,…some are late, and so on.…Let's look at our options for monitoring…a plan, communicating with the team,…and making adjustments.…First of course, I should always…check in with the status of the tasks…that have been assigned to me.…And I can do that by going to the sidebar…and clicking on where it says My Tasks.…Now it's currently set to zero.…I don't have any tasks that have…been assigned to me and that's just…because I'm the project manager,…and for now I'm just assigning tasks…to other people and overseeing the whole thing.…
So let's go back to the information…about the plan we've been working on…which I can do by clicking on it on the sidebar.…And of course we are here in the Board View.…Remember, the information that I see here…is visible to all members of this plan.…So I can see all of the tasks that have…been assigned to any of the other members…of this plan and they've all been sorted…
Join Nick Brazzi as he shows you how to get started with Microsoft Planner. He takes you through basic administration, including team member setup and plan creation. After establishing teams and plans, Nick shows you how assign tasks to team members and how to use the features that help keep the plan organized, including labels, checklists, and descriptions. Since collaboration is essential, Nick demonstrates how both you and the team can use comments to communicate progress with coworkers. He concludes with how to keep plans on schedule through monitoring and changing assignments when necessary.
- Finding and accessing Microsoft Planner
- Creating and administering teams
- Making plans and tasks
- Editing task details
- Reviewing schedules
- Monitoring plans, tasks, and assignments
- Managing multiple plans