The Clever Tool for Online Task Planning Offered as a Microsoft Office 365 Service

Microsoft Planner is a web-based tool for work management. It is an Office 365 Service. This easy-to-use tool makes it possible to plan tasks and handle small projects without complex planning effort. With Microsoft Planner, you can efficiently assign and organize times and tasks. You can also set deadlines, share files and, of course, team members can communicate with each other. Microsoft Planner can be best compared with tools such as Asana or Trello. However, this tool for task management has the important advantage of integration into the Microsoft Office 365 environment (including  interfaces with Outlook, SharePoint and Teams among others).



Who Is Microsoft Planner For?

Microsoft Planner a suitable tool for the following use cases:

  • managing small projects
  • agile approaches like Kanban or Scrum
  • where no resources or capacities need to be managed
  • where no dependencies between the tasks are required
  • linking Project Online Client via a standard interface or via third-party tools

Many companies already use agile frameworks to execute tasks in iterations. Microsoft Planner offers the full flexibility necessary for this purpose. You can structure the plans individually depending on your requirements, e.g. according to phases, topics or areas.


Features of the Microsoft Planner

Better Organized of Tasks by Topics

In contrast to an ordinary task list, Planner allows you to design and structure all tasks visually. They can be displayed in theme-related sections (“buckets” = columns). You can name these buckets individually.

Always Keep Track Thanks to Dashboards

Each plan in Microsoft Planner includes a dashboard. This is where you can analyze tasks according to their status or belonging to a plan. You keep an overview of all open or completed tasks. Different charts visualize project progress and show which tasks are overdue.

At the Office, on Your Desktop or on Mobile Devices

Microsoft Planner is available on different devices: online and as a mobile application. This applies to iOS devices as well as Android phones or tablets.


What to Use Microsoft Planner for?

In terms of the complexity of a project and the team size, Microsoft Planner sits somewhere between Microsoft To-Do and Microsoft Project / Project Online, which is more challenging and much more powerful.

Microsoft To-Do: This is an individual tool for task management. Currently, you can merely create your own to-do lists which makes the tool useful for individuals only. Microsoft To-Do is a further development of Wunderlist and focuses on the individual productivity of a person.

Microsoft Planner: Using Microsoft Planner, you can create a plan, assign tasks, compile a team and update the status of the associated tasks. Agile work methods are supported, for example with the Kanban board on which tasks can be moved using drag & drop. Microsoft Planner is of great benefit when used within a team but also for the individual representation of the tasks assigned to one person.

Project Online: Project Online is the full-fledged tool for project, portfolio and resource management. Mapping dependencies between processes and recalculating the entire schedule in case of delays as well as a central resource pool are only three of the many differences compared to Microsoft Planner.


Overview of the Microsoft Planner Infrastructure

When you create a new plan in Microsoft Planner, you automatically generate an Office 365 group with all its components. This facilitates communication concerning task scheduling and the management of documents and notifications.

Components of an Office 365 Group Belonging to MS Planner

  • Shared inbox: For email communication among the members of your group. This inbox has an email address and can be configured for accepting messages from people outside the group and even outside your organization, similar to a conventional mailing list.
  • Shared calendar: For planning events related to the group
  • SharePoint document library: A central place to store and share files for the group
  • Shared OneNote notebook: For collecting ideas, research data and information

In addition, a plan also includes so-called buckets. You can name them as you wish and organize your tasks in them according to various elements. The tasks can be assigned titles, description, allocation, documents as well as a status.

Even in the standard, you can connect existing plans with a task in MS Project via a simple link. However, there is also a much more powerful solution from a third-party provider.


Just from One Source: Attractive Licensing Conditions

TPG The Project Group is an indirect reseller in the Microsoft Cloud Solution Provider (CSP) program. In addition to the professional services for introducing Microsoft Planner, TPG also offers Office 365 licenses on attractive terms. This applies to companies with the following plans:

  • Office 365 Business Premium
  • Office 365 Business Essentials
  • Office 365 Enterprise E1
  • Office 365 Enterprise E3
  • Office 365 Enterprise E5

Microsoft Planner im Video: So arbeiten Sie damit

Die folgenden Videos zeigen Ihnen die Oberfläche von Microsoft Planner und wie Sie damit arbeiten.

Video 1: Die Oberfläche und Bestandteile von Microsoft Planner

Video 2: Wie Sie mit dem Microsoft Planner arbeiten