Here’s what I learned from managing projects with Microsoft planner – here’s the Microsoft Planner tutorial for project management.
Follow these 5 simple steps process and start boosting your project management skills.
Watch Part 2 video: https://youtu.be/f0QVZ28U8Gk
Transcript: Using Microsoft Planner Tutorial for Project Management – Simple & Easy Beginners’ Guide
Intro
Today’s video will show you how to use Microsoft Planner to plan your work and manage team projects effectively. This video focuses on simplifying project management using a Kanban-style tool. It’s an easy way to manage tasks and improve team collaboration. If you’re looking for a simpler alternative to Microsoft Projects, this video is for you. Don’t forget to subscribe to our channel for updates on new productivity tips. Let’s dive into how to set up Microsoft Planner in Microsoft Teams.
Overview
In this tutorial, I’ll cover five key areas to help you get the most out of Microsoft Planner. These areas will guide you through setting up and managing your projects effectively. I might break the content into two videos, so stay tuned. Let’s jump into the details of using Planner and learn how to manage your work with ease.
Tutorial
Open Microsoft Teams and create a channel for your new project. Inside the channel, set up Microsoft Planner by clicking the “+” button, searching for “Planner,” and adding it as a tab. Name the tab according to your project, like “Task” or “Project ABC.” Once added, you can rename the tab anytime, like renaming it to “Project ABC.”
When you first open the Planner, you’ll see the setup options. Break your project timeline into phases. For example, you can use the PDCA (Plan-Do-Check-Act) method, a lean process I often recommend. Start with a simple setup of three or four phases, like Plan, Do, Check, and Act. Avoid overly complex phases unless the project requires it. Each phase can represent steps in your workflow. For example, if the project is about recruiting talent, the phases could be advertising, interviewing, and finalizing candidates.
Creating Tasks
Tasks are added to your “To-Do” inbox. For instance, if the project involves sourcing components, create a task like “Get quotes from three suppliers.” You can edit tasks anytime, assign them to team members, and categorize them with labels. Set a start and due date, such as November 30th, to keep track of deadlines. You can add a checklist within tasks to ensure all steps, like reaching out to three suppliers, are completed. Attachments, notes, and descriptions can also be included for better task management.
You can assign tasks to team members within the Planner, making collaboration seamless. Once tasks are created, we’ll move on to managing task updates and team collaboration effectively in the next part of the tutorial.
