![]() ![]() For the more visual perspective of your plans as shown here, select plans as Favorites, giving you visual cues into the health of each Planner board/plan. Once in Planner, select the Planner Hub from the left menu, and browse the boards in your portfolio view by navigating between Recent Plans and All Plans. To see an aggregated view of your tasks, log into your account and select the Planner app or go straight to (which takes you to the same place): How do you keep track of everything that has been assigned to you? One of the most critical features for any project management solution in this era of the digital workplace is to have a “portfolio” view of all of your boards and assigned tasks - one place where you can go and see all of your tasks by project, as well as by due date. ![]() Over time, you may have been assigned to many tasks within numerous boards across several Teams and Channels. Once created, they can be dragged-and-dropped, as needed. Adding tasks is quick and easy, as is the process of adding columns/stages/phases to your project methodology. Planner provides list and card-based collaboration (Kanban), with the ability to create multiple Planner boards within a Team/Channel, or to leverage a single plan/board across multiple teams. I’m not up to date on all-things-Planner to know if there are feature differences between Planner in Teams and Planner as a standalone SKU, so for the purposes of this article, I’m referring to the version in Microsoft Teams. Microsoft Planner is integrated within Microsoft Teams, but is also available as a standalone offering for those orgs not yet using Teams. I have argued that MS Project, and certainly Project Server and its direct competitors, are overkill for the needs of most individuals and small teams that really just want something quick and easy to keep their planning organized, and to help drive accountability. For project-centric organizations, Planner is a quick and easy way to get organized. ![]() The purpose of this post is not to provide an in-depth review of Microsoft Planner, but I figured I’d supply a quick overview. You can also jump straight to this tip in the video by clicking here. Thankfully, we are coming to the end of this frustrating and time-consuming activity due to advances in task management.ītw, I shared this tip in the October 2019 Productivity Tips webinar with Tom Duff ( and if interested, you can check out the recording and slides. From the earliest days of my PM career, much of my time was spent aggregating tasks from across multiple projects, building out reporting systems, and chasing people for status reports (I don’t miss any of that last one). Some of you are aware that I spent the first 15 years of my technology career largely within Project Management roles, and for a few years even deployed project and portfolio management solutions, and helped to build and run project management organizations (PMOs) as both an FTE and a consultant. ![]()
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