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Microsoft Planneri kasutamine  Eestikeelse juhendi leiad siit: Microsoft Planneri kasutamine.

Table of Contents

Introduction

Here you will find recommendations for using In this guide, you will find tips on how to use Microsoft Planner.

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Tips


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FAQ - MS Planner

TipInstructionsScreenshots
The "My tasks" function is best suited for managing tasks in a personal view
  • 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.

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titleThe desktop view can be set to list-based, statistics-based, or calendar-based
  • The default desktop view is Board.
  • Desktop View Options:
    • Board - jobs are in job lists.
    • Charts - statistics of works.
    • Schedule - work in calendar view.

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titleThe work overview can be easily grouped by priority, person in charge, deadline, etc. 
  • 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.

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titleJobs can be grouped into job lists (Bucket)
  • 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.

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titleThe filtering function allows you to keep the work with the corresponding feature on the desktop
  • 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).

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titleReferences and documents can be linked to the work
  • 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.

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titleIt is reasonable to add information about the progress of work as comments
  • 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.

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titleWork subtasks can be added to the work as a checklist.
  • 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.

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titleIn the work overview, important work elements can be shown on the work map (e.g. referenced document, checklist, brief description of the work)
  • 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.

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titleJobs can be marked with additional tags (6 tags)
  • 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.

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titleIt is possible to export job information to Excel
  • Desktop work can be exported to Excel.
  • All important details of the works are transferred.

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titleThe jobs overview can be added to the Outlook calendar or shared with partners
  • 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.

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titleIt is possible to create a personal, public, or project-based to-do list
  • The job list can be related to a Teams team, personal, or available to the entire university family.

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titleMany desktops can be marked as favorites
  • Desktop favorites are shown as preferred in the desktop lists.

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IT helpdesk telephone number 737 5500

(short number: 5500)