#Send microsoft to do tasks to planner software#
#Send microsoft to do tasks to planner password#
#Send microsoft to do tasks to planner plus#

Within each card are fields for pertinent information, such as start date, progress, due date and attachments. Fill out information and then assign the task to users.

#Send microsoft to do tasks to planner plus#

Simply click the plus sign under a bucket to create a task card. Microsoft refers to the columns on the board as buckets. To get started, create a new plan and the app will open in the Kanban board view. Once you’ve created an account, you can find the app in the list of available apps in 365. Planner does not exist as a stand-alone product. Getting started with Microsoft Planner starts with signing up for a business version of Microsoft Office 365. Other features include device management, so you can remove business data from devices as needed. If you need more access control and management for better security, the Premium plan grants this feature plus enterprise-grade level security. There are no additional features in Microsoft Planner at this level. This plan costs $12.50 per user per month (billed annually). The Standard plan gives you all of what’s included in the Basic package with the addition of downloadable desktop apps (but not for Microsoft Planner). Pricing for this subscription costs $6 per user per month (billed annually).

#Send microsoft to do tasks to planner password#

Security features include MFA, password policies and custom permission settings. You’ll be able to use most apps associated with Microsoft 365, including Microsoft Planner, Word, Excel, Teams and SharePoint, but all of these are only available through a browser or mobile app. The entry-level business plan of Microsoft Office 365 Basic gives you access to a lot of features, including a business email, a 50GB mailbox via Outlook and a calendar. Compared to some of the best task management apps, Microsoft Planner has fewer integrations, though. There are also optional integrations with apps such as Slack and Zapier.

The integrations with Office products, Teams and Outlook, for example, are seamless. One of the best things about Microsoft Planner is that it’s a part of the Microsoft 365 family of apps. The calendar view is labeled as a schedule view, which simply shows the tasks with due dates on a calendar. There’s a charts view that gives you a visual representation (pie and bar charts) of tasks, buckets and user availability. You can use a Kanban board that has a classic interface with columns, known as buckets, and cards for tasks, and you can simply drag and drop the cards as the work flows. Microsoft Planner offers three views for projects and tasks. So if one person marks a task as complete, it marks it as complete for all users. You cannot separate sections of a task, though. Even more helpful is that you can assign a task to multiple users (up to 11). Now you can create a task and assign it to a user either via Planner or Teams. It took years for Microsoft to add a task assignment feature. Although the features are fewer than other project management tools, they are effective for simple projects.

The Kanban, charts and calendar views are intuitive for anyone to use and give a clear view of the tasks at hand. You can easily create to-do lists, checklists and projects. You need to have a Microsoft 365 subscription, and it isn’t available for personal or home users, only business plans.Īt its core, Microsoft Planner is a task management application. Also, you cannot purchase or subscribe to Microsoft Planner as a stand-alone product. As a task management app, it works well enough but it doesn’t provide enough functionality to be a fully featured project management tool (that’s what Microsoft Project is for). Microsoft Planner is only available via a browser or mobile app. Beyond that, it’s easy to use, so you won’t have much of a learning curve even if your team hasn’t used Kanban boards before. The biggest benefit of Microsoft Planner is what sets it apart from the competition: native integrations with Microsoft products. Built-in collaboration comes via Microsoft Teams, so there’s no need to connect a third-party app.Īs valuable as the native integrations are in Microsoft 365 for Microsoft Planner, they aren’t going to help if you don’t already use or plan to use Microsoft products. It offers seamless integrations with other Microsoft products, so you can easily create documents and spreadsheets with Word or Excel and share them on Planner.

#Send microsoft to do tasks to planner software#

Microsoft Planner is included in every business version of Microsoft 365, so you don’t have to purchase separate task management software for your teams if you already subscribe to Microsoft 365.