CTECH IT Business Consulting presents: Microsoft 365 Planner

Microsoft Planner is a task management and collaboration tool included in Office 365.  Our IT Business Consulting team has complied a list of possible reasons why a business could utilize this Microsoft 365 application:

1. Task Management: Easily create, assign, and manage tasks within Planner. Tasks can have due dates, descriptions, attachments, and comments.
2. Intuitive Interface: Planner features a user-friendly and visually appealing interface that makes it easy to organize and prioritize tasks.
3. Task Buckets: Tasks can be grouped into customizable buckets or categories, helping you to organize and categorize work based on projects, phases, or any other criteria.
4. Task Assignments: You can assign tasks to specific team members, making it clear who is responsible for each task.
5. Checklists: Within tasks, you can create checklists to break down complex tasks into smaller, actionable steps.
6. Task Labels: Use labels and categories to visually distinguish and prioritize tasks, such as high-priority, urgent, or completed.
7. Due Dates and Reminders: Assign due dates to tasks, and receive email notifications and reminders as deadlines approach.
8. Attachments: Attach files and links directly to tasks, ensuring that all relevant information is easily accessible.
9. Comments and Conversations: Collaborate on tasks by adding comments and engaging in conversations directly within Planner.
10. Task Dependencies: Define task dependencies to establish relationships between tasks, allowing you to plan and visualize project timelines.
11. Board and List Views: Planner offers both board view (similar to Kanban boards) and list view (tabular format), providing flexibility in how you manage and view tasks.
12. Charts and Progress Tracking: Planner provides visual charts and progress tracking features to monitor task completion and project status.
13. Integration with Microsoft 365: Seamlessly integrates with other Office 365 apps, such as Teams, SharePoint, and Outlook, allowing you to access Planner from within these applications.
14. Calendar Integration: Tasks with due dates automatically appear in your Outlook calendar, helping you stay organized.
15. Mobile Apps: Planner has mobile apps available for iOS and Android, enabling you to manage tasks and projects on the go.
16. Notifications: Receive notifications when tasks are assigned to you, when changes are made to tasks, or when due dates are approaching.
17. Customizable Dashboards: Create custom dashboards to track progress, view task analytics, and gain insights into your team’s productivity.
18. Guest Access: You can invite external collaborators (guests) to participate in Planner, facilitating collaboration with clients, vendors, or partners.
19. Export and Reporting: Export Planner data for reporting and analysis, allowing you to assess project performance and make informed decisions.
20. Search and Filter: Easily search for tasks and filter them based on various criteria, such as due date, label, or assignee.
21. Security and Compliance: Planner adheres to Microsoft’s security and compliance standards, ensuring data protection and privacy.

So, are your ready to try it?  All you need to do is click here and then click on the Planner Icon!  As long as you are logged into Microsoft 365 and have the right subscription, it should open right away.

There is a lot of ways to correctly implement this business solution.  CTECH offers a full IT Business Consulting service to identify which Microsoft 365 solutions would improve your business.  In fact, CTECH’s core infrastructure is 100% built upon Microsoft 365.  Not only do we provide exception IT Support, but we are also experts in the modern workplace.

Feel free to reach out to us and we can make your staff more efficient, business more competitive, and optimize your IT spend.

Written by Carl Fransen

posted on September 10, 2023

Carl Fransen

My passion is to be a positive force that empowers businesses to achieve more through technology.  I have over 30 years of experience of staying a head of the curve by finding innovative ways to empower businesses with the right technology solutions to become leaders in their industry.  I built CTECH as an extension of that vision.  Every day, my staff work and live in the environment where anyone, anywhere, on any device, at anytime can securely access any information and communicate/collaborate with anyone.