Within the Planner web app, click the “…” at the top of the screen, then select “Export plan to Excel.” And you’re done. From conducting more detailed analysis to sharing your plan’s status, Export to Excel gives you a broad range of additional capabilities for keeping your plan on schedule and your plan’s stakeholders up to date.Įxporting your plan to Excel is just a couple clicks away-literally. For more robust plan options, you can now export your entire plan to Microsoft Excel. There’s also the Charts view, which gives you different visual representations of progress, especially now with charts filtering.īut there may be times when the simplicity of these tools-and simplicity is our goal with Planner-isn’t quite enough. In-app features like red highlights for late tasks and color-coded labels provide visual cues for quickly finding tasks that need attention. Planner comes with some pretty cool out-of-the-box tools for keeping your team on track. Teams, To Do, and Planner all have mobile apps available through your device's app store.(Please note - this feature is only currently available in the Planner web app ( ) and not when using Planner via the SharePoint web part or within Teams).Planner can be accessed on its own through.Each task shows where it's from under Source. You'll find tasks under the My Tasks heading, and Important, Planned (has a due date), and Assigned to Me contain both To Do and Planner tasks you're assigned that meet these characteristics.
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Tasks (either in your To Do or assigned to you in a plan) and overall plans are organized separately.When the Tasks/Planner app is installed in Teams, you can have all your tasks in one place. Learn more about Microsoft Planner Viewing It All in Teams
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Tasks are created inside Buckets, and just like tasks in To Do, can contain a lot of additional information like who it's assigned to, notes, checklists, attachments, and more. (Microsoft is working on adding the ability to create a plan in a private channel.) Efforts are organized into Buckets, and individual tasks are kept in a bucket.īuckets can have any theme or designation you want, ranging from status-based, such as New, In Process, and Done, to thematic for different areas your group concentrates on, or any type of classification that best supports your group's work.Ī plan can be created or added as a tab in any standard channel in Teams. Planner is a card-based team task management app. If you use Outlook on the Web, you can also right-click on an email in your message list, hover over Advanced Actions, then click Create Task to add it to To Do. You can add details, due dates, steps, and attachments to it, just like any other task. The To Do task based on the flagged email displays the word Message and an email icon. Checking it off in To Do removes its flag in Outlook, and checking off the flag in Outlook completes the associated To Do task.
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From there, you can drag it to Tasks and it will be handled like any other task. When you flag an email in Outlook, a task will appear in Flagged email in To Do.