In the era of modern technology, the work of Microsoft planner increases as it’s designed to help employees and collaborate. Microsoft planner is the application than meets the need of the employee. Here are some of the features, tricks, and tips that will help you in becoming the Microsoft planner master.
Add emojis for a better impression
Everyone knows the power of the word, but sometimes the emojis plays better. The appropriate place for positioning the emoji is the title of the task, where it may seem to be more effective and efficient.
For choosing the emoji, you should choose the Windows key + and press that button until the board of the emoji gets opened. And after that, select your emoji and place them at your desired location.
Having emoji in the title can prove really fruitful for the recurring tasks
Emojis are very useful for executing specific tasks like graphic designs, testing, comas, to-do list, work in progress, and many more. Emojis may represent the category of the file, as we have mentioned earlier that adding emojis to the titles may providing a more visual and better approach.
Checklists, Attachments, and Notes to the Tiles can prove beneficial
Your work doesn’t end here. Adding emoji is not the ultimate task as it doesn’t help you in showing the progress of the functions and identify the pending project.
Checklist, attachment, or notes next to the titles can prove most convenient to see what is going on or which work is in progress.
For adding these kinds of stuff, the planner tasks should be opened and choose the “Show on Card” where you want to see the element on the title.
You can change the elements at any time, according to your need.
You can copy the whole plan or any single plan
It is a common issue that some individuals may bother while rewriting the same task bunch of times. It happens because they may have a single task to perform. They don’t need to bother much, copy it.
For copying the task, open-source tasks that you wish to copy and then click on the three-dot menu icon that you can see just on the top right, and you should choose the “Copy Task” badge.
Now, it’s time to choose the task that you wish to copy and then copy the content.
After completing the last step, you have the element to generate dissimilar tasks. It becomes a great option when you can assign the same tasks to different individuals. The tasks may be the same but need to be performed for different organizations or different individuals.
If you want to use similar tasks a bunch of times, then you should copy the entire Plan.
For performing this procedure, you should click on the three-dot icon and select “Copy Plan.”
The copied Plan uses a similar file label with “Copy Of” prefixed of the title. You can change the name according to your need, and it will be available publicly to anyone in the respective company.
In mere seconds, the fresh Plan is visible in the “Recent Plans” section that may appear in the sidebar.
You should be aware that everything will be copied, excluding:
- Task Dates
- Task Comments and activity
- Plan Favourite status
- Task Attachments
- Plan description
- Task Progress
- Plan Members
- Task Assignments
It works well for the template blueprints, where you need a fresh version to perform daily tasks.
Choose Between Edit Tasks to Buckets
The tasks that have been grouped the bucket list for use like To-Do list, In progress, and other kinds of stuff. The planner may also give you an option to assemble the tasks which are based on the property, such as Assignee, priority, due date, and other tasks as well.
For changing the tasks groupings, you can select the “Group by Bucket” badge that can be visible on the top of the right of the Microsoft planner interface.
You can choose a distinct way to curb several tasks, and it helps you in rearranging the tasks automatically.
Drag and drop the items between these buckets to change the location of the tasks. If you found any issue in testing, then you should not need to be a worry and drag them that have been tested back in the column.
The procedure is must easier and quicker for performing several tasks and editing each field.
Add the Tasks and change the date
You should click the “schedule” option appear at the top of the Plan if you like to see the tasks done by the Due date. It will open the tasks in the calendar view. You can also add new tasks, drag the tasks to the distinct days to provide new due dates, or you may also move tasks off the calendar to remove the due date.
The format of the schedule shows the current month by default, but you can click the “Week” if you want to see the button to display a week’s view instead.
The schedule view is considered as the best and the most crucial way in Microsoft Planner to get a bird’s-eye view of everything you wish to do. It can make much easier tasks for you to understand the workload when anyone can able to see it. When you see by the week or by the Month, you should copy the task and paste them to provide a new date that will change your due date.
Contrarily, you can also take any task from the list of the “Unscheduled Tasks” from the calendar. For adding new tasks, you should select the “Add Task” menu, or you can also select the Plus (+) sign on any date that will inevitably set the fresh Due Date.
The Schedule view will also give you a diverse outlook on the outcome of the tasks and also provide precise detail of pending work.
View Planner File Store’s Attachments
Over some time, your Plan may have a considerable amount of attachments like spreadsheets, images, documents, and other things as well. If you need the attachment again, then you can find them easily in the store where all the files have been stored.
For completing the procedure, you should click on the three-dot menu that has been appeared at the top of the Plan, and then you should click the “Files” on the menu.
It will open the fresh tab in the browser, which shows all the tasks.
You can manage the list of the files and can make corrections like edit, add, or delete the files. But you should be aware, and if you remove any file from the list, it will also obsolete from your current Plan. For the quick finding of any of your tasks, by following this procedure, you can do it.
If you follow these tips and tricks, you’re on the right way for becoming the Microsoft Planner master.
Eva Winget is an avid technical blogger, a magazine, a publisher of guides at blogs-search.com and a professional cyber security analyst.. Through her writing, she aims to educate people about the dangers and threats lurking in the digital world
