Microsoft planner tutorials how to#

The next time someone copies it, they will have a better template to work with. The idea is to improve the templates and make them as complete as possible. I recommend doing it right away and not wait for “after.” It takes 2 minutes, and you never know when people will copy your Plan. When you have a task that is missing in the template, add it. The objective is to have a skeleton and a basic organization and not have a fully prepared Plan. Keep the template as “vanilla” as possible. Let the people who are using them customize them as they want. Please don’t include them in your templates. Save the customizations for the users.Īs you know, you can change the backgrounds and do all sorts of customizations to your Plans. So think about it when you know you have a cool plan that will benefit everyone. The time you spend on creating one is well spent since you’ll save everyone else the same time (or more). With these well-defined, you can have an amazing head start by having all the tasks well define and then having your own Plan by pushing only one button. Keep them as simple as possible, but focus especially on the buckets and tags. Create a lot of them and keep them simple If they have tasks that you don’t need, close them, but you’ll start with a lot of the work done for you. In no time, you’ll have a lot of cool templates that you can re-use in your own projects.

Microsoft planner tutorials how to#

If you have all of them in the same place, teach people how to do them. Separation also helps in showing everyone that there’s a “section” in your organization for templates that you can make public while keeping the “working” Plans private for the teams that need them. ” I strongly recommend having these templates in their own group so that you always know where to find them. In the same way as above, you can copy a Plan that you have and name it something like “Template.

This way, you start with something that you know adapts to the team’s needs, and you only need to add a few missing tasks. You can use a Plan that you have, or the team is already using, copy, and add the tasks you need. You don’t need to create a template from scratch. Collaborate with your team Attach files, photos, or links Stay informed. Here are some quick tips for creating templates so that they can be even more helpful. Microsoft Planner video training Work together.