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 impossible 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 pretty 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, continually 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 creating 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 highly visual way to organize teamwork.
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