Since Planner is one of Microsoft’s apps, it syncs with all their other tools. You can revisit the completed job by finding it in the drop-down menu below the active tasks. Once you complete it, the job moves to the completed section and clears out your board. You can append progress stages to each of the tasks. Depending on how you organized your plan board, you can either visualize your stages with buckets or track the execution of each task with a progress tracker. With a plan as your project blueprint, you can continue to the next phase – project execution. Project Execution with Microsoft Teams and Planner An email notification will remind task owners of their due dates and task changes. You can organize them according to your milestones, planning stages, or to task owners.Įach team member can make tasks for themselves, or a project manager can create and assign tasks to every participant on the project. Once on the board of your plan, you can easily create tasks and buckets – columns to arrange your tasks to fit your planning process. Schedule mode is perfect for checking when the pressing tasks are due. While the Board is a task-oriented interactive drag-and-drop dashboard, the Charts mode visualizes the statuses and priorities of each of the tasks. Planner has excellent options for task visualization with a Board, Charts, and Schedule mode. The second phase includes the detailed planning of the project. Planning stage with Microsoft Teams and Planner You can add a plan to your general channel tab and have it available for the project duration. It’s a great way to visualize and keep track of all the project stages, deadlines, and tasks. The final step in a Microsoft Teams project management setup is creating a dedicated plan for a project in Planner. That is a great way to keep sensitive materials, such as legal and HR documents, out of the sight of other team members. Only a subset of team members you specifically invite can see those. For example, you can add channels that focus on each milestone of the project or different technologies on which your project is based. There’s always a general channel by default, and you can create additional ones. The next step is creating channels, which can help you differentiate the topics of your discussions. If your project involves confidential data, the best option is to create a private team and add the pre-authorized members only. That is a central location to discuss the project matters and track its progress. The first step of using Microsoft Teams for project management is to create a team for all members involved in the project. It all starts with a place for all your project discussions and tasks. Initialization stage with Microsoft Teams In this post, we’ll go over the five phases of project management and how you can implement Microsoft Teams, Planner, Calendar, and other Microsoft 365 apps in each of them. Published in: Office 365 & SharePoint OnlineĪre you looking for a project management tool? If you’re using Microsoft technologies in your company, it might be a smart idea to use the apps you already got in the package to manage your projects.
Home > Blog > Office 365 & SharePoint Online > Using Microsoft Teams and Planner for Project Management Using Microsoft Teams and Planner for Project Management
0 kommentar(er)
