![]() ![]() It’s important to be as detailed as possible when creating tasks in Microsoft Planner. How long should I expect this task to take me?īe specific and clear when creating tasks. ![]() How will this task contribute to our overall goal?.This step can help you stay focused and eliminate unnecessary work. When working on tasks, it is important to have a clear purpose for every task. Make sure you have a clear purpose for every task. Here are some Microsoft Planner best practices for setting and organizing tasks. We can’t talk about Microsoft Planner best practices without discussing tasks! Now that you’ve set up your Microsoft Planner plan and invited your team members, it’s time to start getting things done. Tasks: The ins and outs of task setting in Microsoft Planner You can choose different “buckets” to categorize your tasks, add custom fields to your tasks, and change the background color of your plan. Customize your plan’s layout and fields: Microsoft Planner offers a variety of options for customizing the way your plan looks and functions.You can also add a personal note to the invitation if you’d like. Click on the “Add members” button and enter the email addresses of the people you want to invite. Add members to your plan: Now it’s time to invite your team members to join the plan. ![]() ![]() Give your plan a name and a brief description, and choose a group or team to associate it with.
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