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5. Tips and Tricks to Become a Microsoft Planner Master


5. Tips and Tricks to Become a Microsoft Planner Master

If you are using Microsoft Planner, you know that there is more to the application than meets the eye. Here are some resources, tips, and tricks to help you become a Microsoft Planner newbie and a Planner Master.

1. Add Emojis to your task titles

Words are great, but sometimes emojis are better. You can add emojis anywhere in the task, but for immediate help, the best place is the task title.

The emoji can help recur tasks or tasks of a specific type. You can visually see what kind of task it is without having to read the text.

Emojis can also be added to bucket titles, which is useful for plans with buckets for specific jobs like graphic design, communications, testing, etc. Or, you can add emojis to clarify what each bucket represents.

No matter what you need it for, add emojis to your titles for better understanding and a more visual approach.

2-.Add attachments, checklists, and notes to blocks

Any attachments, checklists, or note text you’ve added to the task can be shown in the tile to make it easier to see what’s happening.

Open the Planner task and choose “Show on card” next to the element you want to show on the tile.

You can only choose one of the three, but you can change your choice anytime. Everything you activated will be visible on the block.

3. Copy a single task or an entire plan

Do you have a single task you need to recreate? Don’t worry about rewriting the same task multiple times; just copy it.

This is great for similar tasks that you need to assign to different people, whether it’s a task with the same instructions, like arranging a one-on-one meeting with your boss, or a task that a different person does every day.

You can copy an entire plan if you use several similar tasks repeatedly – ​​such as a set of tasks for each project or a set number of weekly tasks.

4. Drag between buckets to edit tasks

By default, your tasks are grouped into the buckets you use: To Do, In Progress, Completed, or any other bucket you’ve created. The planner also allows you to group tasks based on the due date, assignments, Priority, and more.

To change your task groups, click the “Group by Interval” button in the upper right corner of the Microsoft Planner interface.

Choose a different property to group your tasks, and they will be automatically rearranged. For example, if you choose “Priority” your tasks will be grouped into new Priority buckets. You can drag and drop tasks between these buckets to change properties. Have you started testing and found some issues? No problem, group by “Progress” and drag the tasks you’ve tested back into the “progress” column. Then group by “Assigned To” and drag the tasks into the buckets of the person who needs to resolve the issues or into the “Unassigned” bucket if someone can pick them up.

This process is much faster and more intuitive than laboriously opening each task and editing each field.

5. Add tasks and change dates on the schedule screen

If you want to see your tasks by Due Date, click on the “Schedule” option at the top of the plan. This will open a calendar view of all your tasks. You can add new tasks, drag tasks to different days to provide new due dates or move calendar tasks to remove the due date altogether. The calendar shows the current month by default, but you can click the “Week” button to show a week view.

Agenda view is the best way in Microsoft Planner to get an overview of everything you need to do. It’s much easier to understand your workload when you can visualize it.

Whether you view by week or month, you can drag and drop any task to a new date to change the due date. You can also drag any task from the “Unscheduled Tasks” list onto the calendar to give it a due date.

On the other hand, you can also drag a task from the calendar to the “Unscheduled Tasks” list to remove its due date.

Add new tasks by clicking the “Add Task” button or the plus sign (+) on any date, automatically setting the task’s due date to that date.
The Agenda view will give you a different perspective on your tasks, as well as give you an intuitive idea of how much work is coming up.

We wish you happy Planning!

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