In this guide, you will find tips on how to use Microsoft Planner.
Tips
- If you have a lot of work in different projects (on desktops), it is best to manage them in the My tasks view, where the work assigned to you from all projects is concentrated.
- The default desktop view is Board.
- Desktop View Options:
- Board - jobs are in job lists.
- Charts - statistics of works.
- Schedule - work in calendar view.
- If there are a lot of jobs on the job board, grouping them by category of interest helps create clarity and overview.
- Grouping categories:
- Bucket (job list).
- Assigned to.
- Progress.
- Due date.
- Labels.
- Priority.
- According to the job list, it is possible to group jobs in a way that suits you.
- By default, there is one To do list.
- New lists can be created easily.
- E.g. Backlog, FAST!, Coming soon.
- Job lists can also be used with the filtering function.
- If there are a lot of jobs on the job board, it is sometimes helpful to filter the jobs according to the characteristic of interest.
- Filtering features:
- Due.
- Priority.
- Label.
- Bucket (job list).
- A reference to important material can be associated with the work.
- You can connect:
- File.
- Link (web reference.
- Online document (SharePoint).
- The reference of the material or the preview of the online document can be shown on the work card (Show on card).
- In the case of a known document, a thumbnail of the content of the corresponding document is shown.
- It is reasonable to include comments and questions about the progress of the work as comments.
- The person in charge of the works will receive a notification about adding a comment.
- Work sub-activities can be added to jobs as a checklist.
- The checklist can also be displayed on the work overview card.
- Select the Show on card check box next to the checklist.
- In the work overview, important work elements (e.g. referenced document, checklist, description) can be shown on the work map.
- To do this, you have to select the Show on card check box next to the corresponding element.
- NB! Only one element can be shown at a time.
- You can add to the work preview:
- Notes.
- Checklist.
- Attachment.
- Jobs can be categorized using tags.
- You can use 6 labels and they are colored.
- Labels are visible in the job overview on the job card.
- Tags can be used for filtering and grouping.
- Desktop work can be exported to Excel.
- All important details of the works are transferred.
- You can add the the jobs overview to your calendar as an iCalendar reference.
- If desired, this reference can also be shared with an internal or external partner of the university.
- The job list can be related to a Teams team, personal, or available to the entire university family.
- Desktop favorites are shown as preferred in the desktop lists.
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