Conquering the New Microsoft Planner Features: A Webinar Wrap-up
Let’s talk “project management” and kickstart with Microsoft Planner! That’s right, our recent webinar, hosted by our “Insightful Analyst”, Caroline Henne, was informative and dynamic. Whether you're a project manager or a team member curious about optimizing your workflow, this blog post is specially crafted, keeping your interests front and center.
Caroline set the tone, discussing Echolocity's primary focus on project management solutions, giving insight into our robust experience with software implementations. The conversation took an exciting turn towards Microsoft's long-standing involvement in task and project management. This journey has traversed different platforms, including Microsoft Project, Planner, To-Do, and Outlook.
Evaluating the new Microsoft Planner
Caroline first detailed the fundamental aspects of this integration. Users can witness Planner's distinct features in Microsoft Teams, which is accessible in two different types of plans: basic and premium. The webinar provided a visual walkthrough of these offerings, introducing aspects like task lists and board views.
We always appreciate hands-on demos, don't we?
Features and Functionality
You'll be delighted to know that the Planner's power doesn't end there. With it, adding detail to tasks becomes effortless, be it jotting notes, attaching relevant files, or creating checklist items. What's more, labels deliver an unprecedented level of customization that aids in filtering and task searching.
Premium plans offer extra features like Gantt view, parent-child task relationships, and people view. That's not all! The Copilot , an AI-powered feature only available in premium plans, certainly warrants your attention.
Addressing real-world concerns, Caroline suggested that while premium plans suit complex projects, basic plans offer an excellent solution for smaller setups. Moreover, Microsoft Teams' new views, "My Tasks" and "My Plans" , provide a summarized view of tasks, streamlining teamwork.
Let's dive a bit deeper - these plans stage an unmatched convergence of Microsoft's various data handling apps. Plus, premium plans are stored in Dataverse, offering extended data analysis capabilities using Microsoft’s Power BI. Regular updates and upcoming feature rollouts ensure continuous tech evolution, keeping its users ahead of the game.
Online Version of Planner
There's more to that meets the eye. Portfolio capabilities are on the horizon, featuring a cross-project task view within Teams. Although issues like the desktop version's incompatibility on Mac exist, Microsoft satiates those needs with its online version.
Lastly, integration with complementary tools like Microsoft Loop and enhancements like the copilot capabilities enrich the Planner user experience further. With licensing requirements clearly discussed, the only thing left is to stay abreast of Microsoft 365 developments and manage communication effectively.
There you have it! Our guide to navigate the world of the new Microsoft Planner. Dive in and let Planner streamline your project management.
If you have any questions about Planner and project management, don't hesitate to get in touch!
Stay tuned and keep learning with us. In the meantime, here are some helpful resources:
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