We have found that while many people may work on a task, assigning the task to one person at a time is more efficient and successful in the completion. At the very least, it should be updated before handing off the task to another person so they can see their assigned item when the task notification comes through. The current checklist item listed in the title should ideally be updated each time something is completed on the checklist. In this section, we outline how we use, or could use, each component when creating a new Microsoft Planner task. Microsoft Planner used in Microsoft Teams is most beneficial for collaborative tasks because those tasks are visible to anyone who is part of the Teams channel. If tasks are mainly done by one person, that person can simply use Microsoft To-Do to keep track of their own tasks. Teams Channel Menuįiguring out where the bulk of your collaborative tasks are found is key to determining which Teams channels need a Planner added to them and what bucket categories are needed. Now we know that if a task is specific to social media, we will go to that channel and access the category buckets within that Planner. We decided to add a Planner to our Social Media channel that sits in the Marketing Team. We quickly realized we had too many collaborative social media tasks to fit in just one category bucket under the Marketing General Planner, though. In our Marketing Team, we originally had all marketing tasks in a Planner in our Marketing General channel. Within Microsoft Teams, you can set up and work in different channels. Teams App Sidebar When to Add a Planner to a Microsoft Teams Channel? There are tabs at the top of each Teams channel where you can add a Planner for anyone in that channel to access. Microsoft Planner is included in Office 365 and can be used in Microsoft Teams or as a mobile app. If you have Microsoft Teams downloaded, Microsoft Planner should already be included and ready to go. Setting Up Microsoft Planner with Microsoft Teams In this blog, we outline our process so you can apply it to your own work in a small company or group. This led us to create a defined Microsoft Planner process so we can easily hand off projects one or more times without necessarily needing to check in with each other in a meeting or with direct messaging each time. We needed clearly defined ways to communicate about different tasks while also being able to refer back to that communication when working on the task. With so many small projects needing to be handed off multiple times between us, we quickly got overwhelmed trying to keep track of everything. There is always direct messaging for quick updates but what if you send a message with information that needs to be referred to later?Īs the Communications Coordinator at Iteration Insights, I am often collaborating on multiple marketing projects with the Marketing Coordinator. It can feel odd to schedule a meeting just to update a colleague that you sent them a draft to review with remote work. Little reminders and updates are what many of us were used to throughout our day because it was an easy way to keep up communication such that projects move forward at a good pace. Those little moments are often when people would fill someone in on little details that don’t require a full-on meeting like, “Hey, I just sent you that draft to review.” Like most people working remotely, we have found it difficult not to be able to easily chat with a colleague at work as they, for example, walk by our desk. When to Add a Planner to a Microsoft Teams Channel?.Setting Up Microsoft Planner with Microsoft Teams.
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