Microsoft Office 365 Planner is a very useful tool – if you know how to use it, that is. To help you navigate your way through it, we’ll sum up four useful facts that will let you master the tool in no time.
Copy Plan: You don’t need to recreate tasks from scratch every time. Instead, you can easily copy your plan including all tasks to a new or a different plan. How do you go about this? Just follow these steps:
Don’t forget to add the necessary members!
Copy Task: This button lets you copy a task in the current or a new plan. If you assign the same tasks to different people or want to use them in different plans, you won’t need to enter them again every time. Follow these steps:
Have you planned a long list of tasks and do you want to analyse your plan in Excel? No problem! You can just export your plan to use Excel’s functionalities, such as sorting, filtering, alerting or sharing with people who aren’t linked to it. Excel’s functionalities also give you more options to play with your data. It only takes two steps:
Do you want to automatically know when Planner tasks are late, completed or assigned, so you don’t need to check all this information manually? Just automate it with Power Automate!
With the right subscription and access, you can get the most out of Planner.
Here are some examples of Power Automate templates you can use:
You can find the Power Automate templates here:
You don’t need to return to your Planner window every time you want to see which tasks are still on your To Do list. Instead, you can just add your Planner calendar to your Outlook calendar. How do you do this?
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