In this video, learn how to change to the charts view in order to get a graphical overview of the progress on tasks, buckets, and group tasks by due dates, who they are assigned to, progress, and labels.
- [Instructor] Another way to monitor the progress…of an entire plan is to change up the view.…For example, if we go to one of our plans…like the L&M User Conference 2019 plan…and change our view from this board view to charts,…we're going to get a nice graphical overview of the tasks,…so we can see the status of all of our tasks,…how many are left.…The number left represents those that have not been started…as well as those in progress, for a total of eight.…We'll also see the number that have been completed,…and anything past its due date…will appear on this ring in red,…indicating that they are late.…
We also get this bucket chart…showing us the different buckets.…And you can see everything seems to be in progress.…Hover over the bars to get a little bit of information…about the bucket and the number of tasks in progress.…And over here, we see those tasks,…grouped by bucket by default.…So there's a venue bucket and you can see the tasks there…and their statuses along with their due dates.…Kind of cool.…There's catering.…
- 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
Skill Level Beginner
What you should know1m 4s
1. Get Started with Planner
Create a plan from Outlook4m 16s
2. Manage Tasks
3. Team Collaboration
4. Monitor Plan Progress
Next steps1m 9s
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