![]() You can do almost everything in here that you can do in Planner for the web. In the team channel: When you add a plan on a channel tab, you can see your plan in context of the rest of your team conversations, files, and more. Once you've added your plan in Teams, there are two ways you can get started using it: Have a suggestion of your own or disagree with something I said? Leave a comment or interact on Twitter and be sure to check out other Microsoft Planner-related articles here.Note: You can also add the same plan to multiple tabs. Automate where you can and check for yourself the joy of having a ticket in your to-do list that someone else did for you. Give it a try, and don’t forget that automation is your friend here. Plans created between logical units and having tasks with multiple people help to shorten the communication gap without any extra work. ![]() The overall concept is super simple but quite powerful. The backup person knows that they don’t need to do anything, but if there is an issue, they have access to it, the comments, and other shared information and tackle the task if necessary. You can automate this with Power Automate where, once a task is created, another person has added automatically to it. You can also define that a person always has a backup for their tasks. Simple things like going on holidays remove to “wait until X comes back” since it’s on their to-do list and the rest of the team is unaware that something needs to be done. People come and go, but no task is left behind with this system because there are always multiple people who tackle it. One person can’t do it all.Īnother advantage of this simple system is that people are finite in their concentration, effectiveness, and overall energy levels. They can have the tasks in their To-Do list, plan and perform them as any other tasks and be part of a more efficient team that tackles issues or requests in bulk instead of having complex synchronization systems or to-do list applications. With this strategy, you can have your whole team collaborating, even if they are not actively using Microsoft Planner. So you always have a list of tasks that you can do, but only one person is necessary.Īs a bonus, Microsoft’s To-Do will display the Plan’s name so you will have the context of where the task came from. If they use Microsoft To-Do, the tasks will show up on their list, but they disappear once someone does them. The main way to solve the issue of collaborative tasks is to assign them to multiple people. ![]() This is quite cumbersome and not very collaborative, so there’s a better way. What would you do? Create in 5 people’s to-do lists the task of “giving permissions to X platform”? What about if someone does the task? The others will still have that task on their to-do list. For example, someone new arrives at the company, and you have a nice Power Automate that creates all the necessary tasks to get the person up and running. What if you have a task that needs to be performed, but any of X number of people can do it. You have separate islands with tasks with only a few connecting pieces between them. The mindset is that you have something and you “delegate” something to someone else. There are many to-do lists out there, and some enable you to share or attribute tasks to other people, but these can be quite limiting. Today we continue to learn some of the fundamentals in Microsoft’s Services, this time in Planner regarding task attribution and collaboration.
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