Tag: Planner

Planner file recommendations

When you are creating a new Planner task, there’s a reasonable chance that you may want to add a relevant file to the task. Now Microsoft provides a list of suggested files at the bottom of the task when you’re setting it up. Here’s what that looks like…

Planner now has 25 labels to use for tasks

When Planner first came out, you had six labels to use for categorizing and filtering your tasks. Depending on how much filtering and refining you wanted to do, you had to be pretty brutal in what to include and what to leave out. However, Planner now provides 25(!) labels, so you have a lot more flexibility in how to label and report on your tasks. Here’s how it works…

Tasks by Planner and To Do in Microsoft Teams

There are a number of places where you end up storing tasks and to-do items throughout Microsoft 365. Microsoft Teams has made it a bit easier to keep track of your items with a feature called Tasks by Planner and To Do. This consolidates your To Do tasks and your Planner tasks in one place for easy reference. Here’s how it works…

You can now set Priority in Planner

Planner is a great light-weight project tracker that’s part of Office 365, and Microsoft continues to roll out changes that make it even more useful. One of the latest features (and one could argue it should have already been there) is the ability to set a Priority on a task. Here’s how that works…

Exporting a Planner to Excel

This is a new feature that came about from people requesting and upvoting it on the Planner UserVoice site. You can now export your Planner to Excel in order to work with it further. Here’s how that works…

Copying a plan in Planner

Planner is a great lightweight planning tool that comes as part of Office 365. We’re seeing quite a bit of attention to it by Microsoft, and they’ve just released a new feature that I’ve had people request quite often… you can now create a new plan from an existing one. This means you can create a standard plan “template” that has all the items you normally want for a new project, and then use that for each new plan you create (as opposed to adding all the tasks manually). Here’s how that works…