Do you know that you can do Kanban agile planning using Microsoft Teams?
It is a super useful function that you can use to manage your project’s tasks together with your team members. Let me show you how.
This video will show you step by step on how to use MS Teams to do your agile project planning using Kanban board. And all this can be done within your Microsoft Teams app.
Transcript: How to Use Kanban Agile Planning to Boost Your Team’s Productivity?
Do you know that Microsoft Teams can be used to plan all the tasks for your team members? If you still think Microsoft Teams is like Zoom or Google Meet, you must watch this video, where I will show you how to use Microsoft Teams to plan tasks and manage projects. Let’s dive into Microsoft Teams, and I’ll guide you through the kanban agile planning process.
Setting up the Planner:
I’m in Microsoft Teams right now, and you can see my cursor. Typically, you’ll start in your team’s general channel. If you haven’t used the Planner feature before, you won’t see the “Tasks” tab. To set it up, click on the plus sign (+), then type “Planner” and select “Tasks by Planner.” You can choose to create a new plan or use an existing one. If this is your first time, create a new plan, name it, and a new tab will appear in your Microsoft Teams.
Setting up the Task:
In the Planner, you’ll see three columns, which are called “buckets.” You can add new buckets for different categories, such as “Pending Tasks” or “KIV (Keep in View) Tasks.” You can move tasks between buckets, similar to post-it notes on a board. This structure is known as a Kanban board, commonly used in Agile planning. If you want to learn more about Agile planning or need help setting it up, feel free to contact us.
You can also set up a workflow based on your team’s needs. For example, in sales, you might create a workflow for different stages of the sales funnel. If you’re familiar with Lean Six Sigma, you can align the buckets with the DMAIC or PDCA processes. Once the buckets are set up, you can create tasks by adding them to the appropriate bucket.
Assign tasks to team members by clicking on the task and selecting the person responsible. The assigned team member will receive a notification. You can also add labels, tags, due dates, and descriptions. If the task has multiple steps, you can create a checklist. You can choose to display the checklist on the task card for easy viewing.
Attachments, such as documents, can be added to tasks. Team members can leave comments on tasks to facilitate collaboration. This feature is especially useful for keeping everyone on the same page.
I hope this video gives you a clear picture of how you can use Microsoft Teams to plan tasks and boost your team’s productivity. Let me know if you found this video useful, and if you’re interested in learning more about Microsoft Teams or work productivity, be sure to follow me for more tips.
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