{"id":2669,"date":"2020-10-05T12:48:25","date_gmt":"2020-10-05T11:48:25","guid":{"rendered":"https:\/\/nboldapp.com\/?p=2669"},"modified":"2023-02-28T17:33:27","modified_gmt":"2023-02-28T16:33:27","slug":"planner-with-microsoft-teams","status":"publish","type":"post","link":"https:\/\/nboldapp.com\/fr\/planner-with-microsoft-teams\/","title":{"rendered":"How to Use Planner with Microsoft Teams"},"content":{"rendered":"

Many of us perform dozens of tasks every workday. To avoid getting lost in the myriad of things we need to do, we plan, organize, and structure our daily work.  The simplest way to do so is to compile to-do lists to create a holistic planning picture.  The days of post-it notes on the monitor and paper notebooks are long gone.  Today, there\u2019s a lot of convenient software that allows you to improve productivity and not to forget about important things, meetings, and tasks. In this article, we’ll talk about Planner and its integration with Microsoft Teams. <\/p>\n\n\n\n

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Microsoft Planner – everything needed in one place  <\/h2>\n\n\n\n
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Microsoft Planner<\/a> is one of the Office 365 apps. It is a space where you can set tasks, track their progress, manage time, delve into the details of the required actions, and track your performance.  In short, the perfect virtual day planner that works for you.<\/p>\n<\/div><\/div>\n\n\n\n

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The main advantage of Planner is deep integration into your Office 365 environment. This means that you can use it in integration with other applications such as Outlook, Microsoft Teams, SharePoint, and others.  Plus, the integration works across your entire organization. Through a Planner, you can easily interact with colleagues, share tasks with them, and work together on projects in a very productive way.  Before talking about different scenarios, that you can perform with Planner,  let’s explore step by step the Planner interface. <\/p>\n\n\n\n

Planner offers you a simple and visual way to organize teamwork. One the one hand you have individual work. And you have tools that you can use to manage your task list. So how does the Planner experience look like? <\/p>\n\n\n\n

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\u2192T\u00e9l\u00e9charger le livre blanc : Meilleures pratiques pour Microsoft Teams et Planner<\/strong><\/a><\/p>\n\n\n\n

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Plans <\/h4>\n\n\n\n

After connecting in your Office 365 you can see the board with your plans. You can easily create a new plan, give the name and choose, if it will be private or public. With the last one, anyone in your organization can see the plan content. <\/p>\n\n\n\n

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T\u00e2ches  <\/h4>\n\n\n\n

After the plan has been created, you will see the Board view. You can create a set of tasks by clicking on +add new bucket<\/em>. After you can add the list of tasks related to each board.  <\/p>\n\n\n\n

For each task, you can go more in detail. To start you can add the start date and due date. Next, you can assign this task to somebody in your organization. You can even attach the documents and links. What is really useful is a checklist. It is a kind of subtasks to go more in details and don’t forget anything.  You can also collaborate with other colleagues through Comments. <\/p>\n\n\n\n

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Now you can see your tasks on the Board Tab or the Chart Tab. With the Board tab, you can see the tabs stages, such as not started, in progress, or completed. If a task is overdue than the date is highlighted in red.  <\/p>\n\n\n\n

The Chart view gives a high-level overview of the tasks within the Plan. It breaks it down into the status of the tasks; not started, late, in progress, and completed and shows where the tasks are assigned. It’s a great way of quickly seeing the status of a project and especially if anything is overdue. <\/p>\n\n\n\n

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Groups  <\/h4>\n\n\n\n

Okay, with a personal task this software works ideally. And what about the huge projects across your organization? Yes, using a Planner, you can handle this too. With any of your plan, you can add group members from your own contacts. Thus, in one place you will see the environment where everyone is collaborating. You can see the whole experience with the details about who\u2019s working on what. And what tasks they are on and what type of documents they\u2019re working on etc.   <\/p>\n\n\n\n

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Microsoft Teams et Planner : Meilleures pratiques<\/h4>\n\n\n\n

Apprenez \u00e0 tirer le meilleur parti de l'int\u00e9gration Teams Planner et \u00e0 constituer des \u00e9quipes \u00e0 l'aide de tableaux de t\u00e2ches Planner pr\u00e9d\u00e9finis. <\/strong><\/strong><\/p>\n\n\n

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Planner and Microsoft 365 tools<\/h2>\n\n\n\n
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Now the other thing is that the Planner is built on top of Office 365 groups. It integrates out of the box with other capabilities you have with Office 365. That\u2019s how you get the best of whole 365 that comes with Planner.   <\/p>\n\n\n\n

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Planner with Outlook <\/h4>\n\n\n\n

With the help of the Planner, you can not only manage tasks and time but also communicate effectively and quickly with project participants.  For example, by clicking on communication, you will be taken to your Outlook Group, where you can quickly see all the comments that other participants leave in a specific task.  <\/p>\n\n\n\n

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So, very conveniently, you can leave your comment or remind the participant about some details without leaving your Outlook.  Be sure, the comment will appear in the task in the Planner as well.  And the one who is responsible for this task will immediately receive a notification to his email.  Likewise, with the help of Outlook notifications, you will not miss the tasks that have been assigned to you. <\/p>\n\n\n\n

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Planner and SharePoint integration <\/h4>\n\n\n\n

Remember that you can upload files directly to the task in the Planner?  This is how the integration with SharePoint works.  When you click on the Files tab, you get to SharePoint – the space where your entire organization stores and exchanges files.  Here you have access to all documents that are in your group.  Easy search, easy download, and online collaboration – all benefits in one workspace <\/p>\n\n\n\n

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Planner and Forms <\/h4>\n\n\n\n

With Power Automate you can use a pre-built template to automate the processes between different apps. This how the Power Automate works. Using Forms and Planner, you can create a task in Planner from Microsoft Forms. Try it<\/a> <\/p>\n\n\n\n

You can also create a Planner task when Microsoft Forms is submitted. It can be a useful function for customer service, when some of your customers submit a form with a request, it will be automatically added as a new task to your Planner. En savoir plus<\/a> <\/p>\n\n\n\n

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Planner with Microsoft Teams  <\/h2>\n\n\n\n
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Microsoft Teams and Planner are the perfect apps that help you to improve your productivity.  You manage your tasks, work with team members on a project without leaving Teams. <\/p>\n\n\n\n

You just need to add Planner from the Microsoft store and you will see all your tasks right in Microsoft Teams. In addition, you can also add a Planner to one of the Tabs for a specific channel to stay organized without leaving your environment. After you’ve created a plan in a Microsoft Teams channel, you can access that plan both from Planner for web and from Teams. In fact, you can do everything without leaving Teams: create a plan, add tasks, create buckets, comment on tasks, and track your tasks on charts or schedule view. <\/p>\n\n\n\n

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In addition, you can easily manage notifications. Your Planner assignment notifications in Teams will appear in the Teams Activity feed and in a chat with the Planner app. It will contain the task title, who assigned you the task, the plan the task belongs to, and a link to open the task details in Teams. <\/p>\n\n\n\n

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Let’s look at specific cases of how Planner and Microsoft Teams can help you solve your daily tasks.  Let’s say you are a member of the marketing department.  You need to launch a new marketing campaign to announce a new product. <\/p>\n\n\n\n

In order not to miss a single step, add Planner to the tab in the planning channel and create several boards, for example:<\/p>\n\n\n\n