In this video, learn how to communicate effectively with team members in a plan using two methods: one, by using the comments section in a task's details, and two, by starting a conversation from Planner and continuing it in Outlook.
- [David] I mentioned earlier how the key to a successful plan or project is good communication amongst team members. Here in Planner, we have some communication tools which we're going to explore in this movie. If you're following along and you have the same project and tasks that I have, let's open one up by going to the details and look at one way to communicate directly regarding one of these tasks. I'm going to go to this one, which I'm not responsible for, but I can still go into the details and do things like update the progress from not started to in progress.
Now because I'm not one of the people assigned to this task, I might want to just add a comment as to why I'm doing that. So I'm going to type something in like, hi Victor and Tammy, the two people who are responsible for this. As I had Planner open in front of me, after we spoke, I took the liberty of changing the status of this task to in progress per your request. Now when I click send, I'm actually sending off a message to them, which they'll receive in Outlook. Remember, Planner integrates very well with Outlook.
It also appears down below in the details here. So as we start talking back and forth using comments, for example, we'll see the entire conversation appear down below. I'm going to scroll back up and close this, clicking the close button. So that's one way to communicate. Now if you want to communicate about the plan, not necessarily a specific task, go up to the ellipses here. You'll see from the drop down menu some additional options like conversation. Clicking this is actually going to launch Outlook.
You can see a new tab here in my browser. And it's going to take me directly to this group, L&M User Conference 2019, and I can actually even see the latest message here, which is from me to Victor and Tammy. I can reply in Microsoft Planner right from the message, as can they when they open up their own Outlook. And of course anything that we create, any new messages here in this group, also are accessible in Planner. So groups and planner tie in together and the communication and conversations that we see up here tie in nicely as well.
So we can be in Outlook or in Planner to communicate effectively with team members on a plan and individual tasks.
- Creating a plan
- Adding and assigning tasks
- Sorting tasks into buckets
- Attaching files to tasks
- Flagging tasks with labels
- Updating a task's status
- Viewing progress on a plan
- Using charts to view progress