I’ve seen in many companies where people have separate (or no) to-do lists, and having a central one for everyone allows you to have a view of all the work that needs to be done by the team.

Having a place where you can add tasks to the team (and vice-versa) is super important, especially if you want your team to be collaborative. Nice touch from Microsoft to allow the things to propagate between tools so that you can check only one place for all your tasks. You can have people only on some Planners, and have people collaborate based on the areas they need to be aware.Īs a side-note, if you use Microsoft To-Do, your Planner items will show up there. Otherwise, your team won’t know which Planner to insert each task, but having a few can be a boost in the team’s productivity. Share it with your team, but don’t create too many. Make it Openĭon’t keep the Planner for you. For now, you can see above that we have three buckets (To do, Doing, Done). It’s up to you to permit people to access the Planner, and you can add tasks to people (more on that later). You can have a simple To-Do list and create tasks for a specific project or the whole team.

Each bucket will contain tasks, and you can move each task from one bucket to another. It has a name, and its only job is to group vertically information that makes sense together or is in a particular state, for example. Microsoft Planner displays a bucket as a column in the UI, and it’s a way for you to segment information. Instead, I want to show you how you can use it to achieve better organization and productivity for you and your team. I will write a fundamentals article on Microsoft Planner, but since there are a lot of products out there that behave similarly, I think, by now, you know how to use a Kanban board.įirst and foremost, I won’t make a comparison on the obvious suspects like Trello because each of them has its own merits, but I want to focus on the tool. I thought about making my first Microsoft Planner a fundamentals article, like the one I wrote on Tuesday about Microsoft Forms, but I chose instead of focusing on productivity.

Microsoft teams planner