Microsoft Planner A Modern Day Project Planning Tool

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Presentation transcript:

Microsoft Planner A Modern Day Project Planning Tool

Microsoft Ignite 2016 4/8/2019 5:19 PM About Rick Garcia Team Lead and SharePoint Engineering Project Manager at United Airlines. He has led several projects at United including the successful migration of SharePoint 2010 from their Houston datacenter to the new datacenter in Chicago and the build of SharePoint 2016. Currently working on migrating United from SharePoint 2010 to SharePoint 2016. ALMOST DONE! Leader and SharePoint evangelist in the local user group community for over 11 years. Previous President of the Houston SharePoint User Group (H-SPUG) Chairman of SharePoint Saturday Houston 2015 and 2016 Chairman of the Board of H-SPUG SharePoint Saturday Speaker Ignite 2017 Speaker SharePoint Conference 2019 Speaker Twitter: @SilentRick LinkedIn: https://www.linkedin.com/in/rgarcia © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What is Microsoft Planner?

What is Microsoft Planner… Microsoft Ignite 2016 4/8/2019 5:19 PM What is Microsoft Planner… © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What is Microsoft Planner Microsoft Ignite 2016 4/8/2019 5:19 PM Create New Plans Organize and Assign Tasks Share Files Comment about Work Track Team Progress or Projects What is Microsoft Planner © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Collaboration with your Team Microsoft Ignite 2016 4/8/2019 5:19 PM Collaboration with your Team Co-Authoring with Office Online Chat with your Team Schedule Events Take and Organize Notes Co-Author: Store your files for your plan in OneDrive and click the preview to get to work. Start by attaching the file to a task. Chat: You can add your comments to a task allowing you and your team to read and respond via the Task, Outlook or in Outlook Groups. Schedule Events: Every Plan has a calendar so you can capture events related to your project. Take notes: Every Plan also has a OneNote notebook so you can take notes associated to your plan. © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Create your plan Microsoft Ignite 2016 4/8/2019 5:19 PM © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Build your plan Kanban style organization Microsoft Ignite 2016 4/8/2019 5:19 PM Build your plan Kanban style organization Individualized task assignments Prioritize your tasks Planner Hub Planner Mobile App © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Build your plan Add detail to your tasks Microsoft Ignite 2016 4/8/2019 5:19 PM Build your plan Add detail to your tasks Flag and prioritize important tasks Add a checklist or Preview Picture Attach documents Comment on task progress © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Planner Mobile App Same Experience as Desktop Your Plan on the Go Microsoft Ignite 2016 4/8/2019 5:19 PM Planner Mobile App Same Experience as Desktop Your Plan on the Go Tasks Sync Instantly to O365 View Your Checklists © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Planner Hub Quick View of favorite plans Snapshot of Tasks Remaining Microsoft Ignite 2016 4/8/2019 5:19 PM Planner Hub Quick View of favorite plans Snapshot of Tasks Remaining Tasks by Priority Tasks by Status Planner Hub Mobile View © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Planner Hub Quick View of favorite plans Snapshot of remaining tasks Microsoft Ignite 2016 4/8/2019 5:19 PM Planner Hub Quick View of favorite plans Snapshot of remaining tasks Tasks by Priority Tasks by Status Planner Hub Mobile View © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Chart View Display task by Status Display task by Bucket Microsoft Ignite 2016 4/8/2019 5:19 PM Chart View Display task by Status Display task by Bucket Display tasks individually Display tasks by team member © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Ignite 2016 4/8/2019 5:19 PM Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Teams OneDrive © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Ignite 2016 4/8/2019 5:19 PM Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Teams OneDrive © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Ignite 2016 4/8/2019 5:19 PM Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Teams OneDrive © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Ignite 2016 4/8/2019 5:19 PM Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Teams OneDrive © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Ignite 2016 4/8/2019 5:19 PM Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Teams OneDrive © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Ignite 2016 4/8/2019 5:19 PM Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Teams OneDrive © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Ignite 2016 4/8/2019 5:19 PM Office 365 Integration OneNote SharePoint Online Planner Calendar Microsoft Teams OneDrive © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Use Planner with other tools… Microsoft Ignite 2016 4/8/2019 5:19 PM Use Planner with other tools… Microsoft Planner Microsoft Project Project Server SharePoint Team or Project Site © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo

Other Benefits of Planner… Microsoft Ignite 2016 4/8/2019 5:19 PM Get Organized Captures Small Wins Helps Document Tasks & Progress Accountability Other Benefits of Planner… © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Thank You Email: Rick.Garcia@live.com Twitter: @SilentRick Microsoft Ignite 2016 4/8/2019 5:19 PM Email: Rick.Garcia@live.com Twitter: @SilentRick LinkedIn: https://www.linkedin.com/in/rgarcia © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Thank you! To Provide Feedback… https://planner.uservoice.com Microsoft Ignite 2016 4/8/2019 5:19 PM To Provide Feedback… https://planner.uservoice.com Questions? © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.