Skip to main content

Overwhelmed by a project? Get organised with Microsoft Planner

We've been taking a closer look at the ton of useful apps you can find within Office 365, and how they could help better your business. This month we're getting to grips with Planner, the task management app from Microsoft.

What is Microsoft Planner?

Planner is a great little app which helps employees and colleagues collaborate on projects. Thanks to Office 365, you can access it anywhere, anytime on any device with an internet connection. 

The idea behind Planner is to make working on a project easy, streamlining everything and making it all accessible from a central location. It's also got a bunch of little features which reduce the niggling frustrations of trying to work collaboratively.

As you can see, you start by making a plan. This is essentially the name of the project you're working on - so it could be something external for a client (like building a website) or internal for yourself and your colleagues. From there you can set that plan to private or public, which allows you to keep things to yourself or keep everyone in the loop. 

Then you can add tasks within the plan - for example, if you were building a website, you might want to add a blog section. You can set deadlines on each task, and assign people to each task too. From the 'Board' tab, you can see the project, and which tasks everyone is working on from a single screen. You can add a 'New Bucket' to create additional To Do lists with different labels, so tasks don't get lost and you can see everything at a glance.

What other awesome features does Planner have?

Microsoft Planner doesn't stop there. From the 'Charts' tab, everyone on the project can access an analysis of the Plan, and some really great visual representations of how it is progressing. From the pie chart, you can view tasks that have been not started, tasks that are in progress, late tasks and the completed tasks. This is a really useful feature to provide colleagues with a clear overview of the project.

Planner also features a 'Schedule' tab. This is essentially a calendar which shows you the due dates for each task on this project. Under 'Unscheduled tasks' you can see any task that hasn't been given a deadline. You can then assign it a deadline and it will appear in the schedule.

Just like the rest of apps within Office 365, everything you need is accessible from the program itself. You can add notes with OneNote, schedule meetings with other people on the project, even export the entire Plan to Excel if you need a copy.

How do I get started with Microsoft Planner?

Get in touch with your friendly IT support team, and they'll be able to set your business up with Office 365 and Microsoft Planner. It's easy to learn, simple to use and will make collaborating on your next project a breeze.

Tweet us @TranscenditUK

The Transcendit Way

Transcendit understand that when you choose to work with us, whether we're taking care of your IT, app or web development, you're trusting us with part of your business. So whether we're looking after your computers, phone systems or servers we always do things 'the Transcendit way'.

The whole of our team adhere to the same values, beliefs and policies - the principles that were written when Transcendit first formed in 2000. Whether you come to us for cloud services or recovery backup you can be confident that you'll always receive the same excellent service.

The Transcendit way outlines how we do business; following the same straightforward principles with every client and customer, regardless of how big or small they may be.

That means we get to know you and your business. We offer you a friendly, professional and efficient service, and we'll always be honest with you.
We understand that not everybody speaks fluent IT, so we try to explain things in a way that is simple and clear. We always spend as much time as is necessary explaining things to you.
If you need to talk to us about something, no matter how insignificant, we are only ever a phone call away – and we’re never too busy to make you a cup of tea and have a sit down with you in person.
We understand how frustrating it can be when things are late. When we schedule an appointment with you, we are there when you’re expecting us. If something prevents us from getting there, we always call you in advance to let you know.
Sometimes things can go wrong, but we never lie to you or try to cover something up. If things go askew we tell you what’s happened and how we plan to prevent it affecting your business.
We want you to continuously benefit from working with us. We regularly discuss your business and make suggestions for improving systems and processes wherever we can – but we never try to push you into a purchase.
When we quote a fixed price, that's always the amount we charge – you won’t find any nasty surprises on a bill from us. If you are paying by time and materials, we inform you if our approximations could change.
We understand the importance of privacy for your business and your customers. We respect the confidentiality of your data, and we will never pass on your information to third parties.
We appreciate it when you take the time to give us feedback. A system called CustomerSure records our client's responses, so you can trust that our reviews are from real people.
Find out what they're saying here.
As ever, the most patient, understanding and effective support one could ask for. Simon Stewart, Trinity Chambers

Based on 9849 reviews our customers rate us 9.8/10. Reviews and ratings by Customersure. 27-August-2021

Transcendit are proud sponsors of CHUF, the Children's Heart Unit Fund.

Transcendit is a Living Wage employer