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Software and applications

Planner

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Planner

We encourage you to check out the Planner application.

Introduction

Microsoft Planner is a program with which you can:
  • plan your work and the work of your team;
  • assign tasks and monitor their status;
  • attach files to tasks and share files with the team;
  • display in a visual way the progress of project tasks and those assigned to individual team members.
Thanks to the application, the user has a clear, transparent picture of the progress of the individual plans. They are laid out in a very clear and simple way, using tables, columns and tabs.

Creating a new plan

To create a new plan, select this option in the basic menu after launching the application, then choose one of the options, i.e.:
  • public plan, where all users in your organisation can view its contents;
  • a private plan, where only the members you have added can view the plan content and edit it;
This Planner interface very much shortens the process and time of breaking down the ongoing task into individual parts, but also improves the overview of all the tasks assigned. The following images show the options to choose from in the initial phase of creating a plan.
1. Screenshot from the Planner app, view of two checkboxes - option to create a New Plan or My Tasks
Image 1. The checkbox for creating a new plan is marked as 1, and the checkbox for previewing the assigned tasks as 2.
2. Screenshot from the Planner app, view of the New Plan options
Image 2. The clickable options: 1 - the option to create a plan name, 2 - the option to create a public plan, 3 - the option to create a private plan, and 4 - the option to enter a description for the group.
3. Screenshot from the Planner app, view of a sample board preview
Image 3. A created plan: 1 - indicates a sample plan of tasks to be carried out for the first person, 2 - a sample plan of tasks to be carried out for the second person, 3 and 5 - the fields with which to create new tasks to be carried out, and 4 - an example of a created task.
4. Screenshot from the Planner app, view of a sample task with individual functionalities
Image 4. 1 - the possibility of assigning a task, 2 - the possibility of labelling a given task, 3 - the task interval, 4 - progress, 5 - the priority of the task, 6 and 7 - the determination of the start and end date of the task, 8 - possible notes for the task, 9 - the checklist for the task, and 10 - the place where attachments are located (which can be added, opened or deleted).
 

Each plan in MS Planner has its own board. In it, the user can create tasks, add files, place tasks in ‘trays’ and assign them to particular people in the team. The program allows you to mark completed tasks. These can be viewed looking at the person who is to complete the task or the status of its completion. If you want to move a task between columns, simply drag it into the selected one.  Each action will generate an email message addressed to the person who has the task assigned with information about the modification. After selecting the My Tasks view, each MS Planner user can see the tasks assigned to them that are pending execution. This view shows the tasks that are in all plans. Of course, when creating tasks, it is possible to select their priority and the due date for their completion. Once they have been completed and marked as such, the tasks will disappear from your field of vision, allowing you to focus on the others.

5. Screenshot from the Planner app, view of My Tasks

Image 5. In sequence: the board where all tasks are visible, the charts where you can check the status of the tasks, and the plans and priorities. 

Microsoft Planner gives the possibility to display tasks in the form of a Schedule with a monthly as well as weekly view. In the application, the user can also group tasks, which facilitates sorting them by interval, assignment, progress or date, or by label or priority. 

The MS Planner app can be used from laptops, smartphones and tablets as well as PCs.