Microsoft Planner

Planner iconMicrosoft Planner is a task management tool, part of the Microsoft 365 suite, designed to simplify team collaboration and project management. It provides a user-friendly, visual way to organize teamwork.

Key Features and Use Cases

Key features include:

  • Task Organization: Planner enables users to create new tasks, set deadlines, and assign them to team members. Tasks can be organized into buckets, representing different stages or types of work.
  • Board View: The main interface is a board view, where tasks are displayed as cards. This Kanban-style approach allows for easy visualization of the project's progress.
  • Integration with Microsoft 365: Planner is seamlessly integrated with other Microsoft 365 tools, such as Teams, SharePoint, and Outlook, facilitating efficient workflow and communication within a familiar ecosystem.
  • Collaboration Tools: Team members can collaborate on tasks, share files, and communicate through comments directly within Planner.
  • Notifications and Updates: Users receive notifications about task assignments and deadlines, ensuring they stay informed about the latest updates.
  • Customization and Flexibility: Planner allows customization of tasks with labels and colors, and users can view tasks in different formats, such as charts or a calendar view, for enhanced project tracking.
  • Accessibility and Mobility: It is accessible across various devices, including smartphones, allowing team members to stay connected and productive from anywhere.

Ideal use cases:

  • Small to medium-sized project management.
  • Team collaboration and task tracking.

Every plan in Planner must be connected to a team in Microsoft Teams or a Microsoft 365 group.

Comparison with Microsoft Project

Planner is designed for simpler, team-based task management. It is ideal for organizing and tracking tasks for small to medium-sized projects or teams. Planner's interface and functionality are more straightforward, focusing on ease of use and basic project tracking. Project, on the other hand, is a more robust project management solution suitable for complex, large-scale projects. It offers detailed project planning capabilities, including resource management, advanced scheduling, and comprehensive reporting. The complexity of its features caters to professional project managers.

Planner has a user-friendly interface, offering a Kanban-style board for task management. This visual approach is intuitive and easy for teams to adopt without extensive training. Project provides a more traditional project management interface, including Gantt charts and detailed timelines. Its interface and features require a steeper learning curve and are more aligned with professional project management methodologies.

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Further Reading


Article ID: 328
Tue 4/24/18 2:15 PM
Wed 2/14/24 11:40 AM