If you have any questions, please leave your comments below. And as importantly, users can instantly adjust dashboards to address changing requirements without waiting for IT or report developers! Power BI opens up a whole new world of reporting to Office Planner users so they can build project dashboards and reports for Office 365 Planner in a matter of seconds, using dozens of charts and components that display real-time project data.
#How to set task priority in planner pro app update#
To extend its capabilities, even more, use FluentPro’s Power BI reports packs for Microsoft Planner to visualize portfolio data and build or update project dashboards quickly and easily. Overall, Microsoft Planner is a lightweight project management tool that can serve as an excellent solution to many of the operational processes that companies go through daily. It keeps your documents organized and ensures you’ll be able to access them from the Cloud anytime, as well as helps your team members instantly locate the information they need for the project. You can attach files uploaded from your desktop, from OneDrive, or use the URL links. Color coding your labels is a common practice – use them for different task owners, priorities, or types.ġ0. As your Plan grows bigger, you will find it helpful to start using labels to help you quickly identify certain tasks. It keeps everyone informed about which tasks are in progress, not started, late, or complete.ĩ. Microsoft Planner allows creating charts for your team’s tasks. Teams and Planner work pretty great together since you can have general work discussions within the team, but keep a conversation about a single item just among those working on it.Ĩ. Add plans as a tab within Microsoft Teams. For instance, everyone given access to a Group will get access to the plan as well.ħ. One of the most significant Planner advantages is its integration with the rest of Office 365. To make your Planner look like a desktop app, take advantage of Chrome’s “Add to Desktop” functionality – this will allow you to pin Planner to your taskbar.Ħ. Try PPM Express – for now, it is the only PPM app that provides Microsoft Planner portfolio capabilities.ĥ. Managing your work and projects in Planner, you still need the “big picture” and cross-project visibility, which is not possible within the standard Planner toolset. Add project portfolio management functionality. Also, the Planner’s click-and-drag functionality makes it very easy to rearrange tasks closer to the top.Ĥ.
Consider organizing by the amount of effort instead of a priority.įor example, categories like “quick tasks,” “medium effort,” and “high effort/strategic” might be quite helpful depending on the time constraints. And by setting a start/end and status for the task, the task owner will be aware when a task is overdue.ģ. There’s also a Planner mobile app, so you can synchronize the Planner calendar to Outlook and gain mobile access to your calendar of choice.įurthermore, always assign a task owner for it to be included in the overall progress picture. These do a great job of helping stay on top of deadlines and keep track of the overall schedule. Apply the due date and calendar functionality. If you work in a team, speak with your team members to create a set of buckets that make the most sense to your project and the workflow.Ģ. How-to: after you have created your first Plan (top left pane: + New Plan), you can also create sub-categories – they will bucket various tasks in your project. Also, keeping the number of buckets low can make it easier to keep track of what needs to get done right away. To help you embrace more of the Planner’s capabilities, we’re sharing a number of best practices that we’ve collected over the past years.ġ. Planner makes it easy for teams to create new plans, organize and assign tasks, share files, chat about their work, and get updates on progress. Microsoft Planner is an easy-to-use and extremely visual way to organize teamwork. Project Online and Azure DevOps Integration.Project Online and Microsoft Planner Integration.
0 kommentar(er)
