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10 things to know about Office 365 Planner

Microsoft has recently rolled out Office 365 Planner Preview to all Enterprise wide First Release Tenants. So, to give you a brief overview, here are 10 Things you need to know about the new Planner in Office 365. Adding a Planner Preview in your Office 365 Tenant needs some work. See Office 365: Adding Planner Preview and Assigning User Licensesfor steps.

 

Planner Plan and Office 365

See our list of Top 10 features below:

1. Adding Planner Preview – On 12th Jan 2016, Microsoft announced that the Planner Preview has been rolled out to all tenants who has signed up for the first release. If you have received a message in the Message Center regarding the Planner, open the promo code URL from the message in a Private window.If you do not have message, you can follow the Instructions @ Office 365: Adding Planner Preview and Assigning User Licenses

2. Accessing Planner – Planner can be accessed only if a Planner License is assigned in Office 365. When a user is assigned a PLANNER License (i.e. a “PLANNERSTANDALONE” License), they can access it in two ways :

a) Planner Tile in the App Launcher

Adding Planner Preview

b) or, Navigate to tasks.office.com to sign in to Microsoft Office 365 Planner.

tasks.office.com planner

3. Planner and Office 365 Groups – Powered by Office graph, each new plan created in Planner automatically creates a new Office 365 Group and vice versa.

Quick demo :
Create a new Plan

Create a Plan in Planner

Verify the Plans (existing Groups also appear as plan)

New Planner Created Office 365

Verify the associated Group created. Navigate to Groups in Office Admin Center Dashboard and then,

Verify the Planner Office 365 Group

Every pre-existing Office 365 Group will get an associated plan as well.

4. Planner Buckets and Cards or Tasks – Each plan has its own Board, and within each Board, q Bucket can be added. Within the Bucket, users can then add work items or tasks.

A Bucket – Buckets are Named Columns for Tasks. You can create a new Bucket in a default Plan Board by simply clicking on Add new Bucket.

Create a New Bucket

 

A Task is represented by a Card that can have due dates, attachments, categories and conversations associated with it. It’s kind of a Workflow Task with color labels (in-built).

Add a new Task under Bucket.

Add a new Card or Task Planner

A Task or Card properties (due dates, attachments, categories and conversations associated with it).

A Task or Card Planner

Team members receive an email notification whenever they are assigned a new Card or task.

5. Represent Tasks as Chart – Next to Board, you can select Chart to see the graphical representation of Tasks in the Plan.

Charts for Plan

6. Menu to Switch to Office 365 Group View – There is a callout (…) from a Plan’s Board to switch to the plan’s associated group’s properties like Mail, File repository, Mailbox etc.

Office 365 Group Files, Conversations, mail

7. Planner Hub and My Tasks – Planner Hub is a overview of all the plans that exist in the Office 365 tenant. By default, all the existing Office 365 Groups will appear as a plan.

My Tasks – It similar to workflow Tasks where you switch to My Tasks or Tasks assigned to the logged in user.

8. OneNote Notebook – Every Plan has a link to OneNote as “Notebook” which opens up when a user clicks on it.

Notebook

9. Planner ensures high performance – To ensure high performance, Planner services were deployed in multiple data centers across the globe. This will provide fast access to the service eliminating common office 365 data center issues. There aren’t many anyway!

10. Office 365 Planner Yammer Group – There is already a dedicated yammer group for discussing issues about the new Planner Services. Join Office 365 Planner Yammer Group now.

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