Microsoft Planner | Implementation
Objectives
What are you trying to accomplish?
- Setup Implementation Tracker in Planner to track the progress of an on-going FullCount implementation. This tool is to replace the excel project tracker.
Prerequisites
What do you need in order to accomplish your objectives?
- Microsoft 365 Login
- A project that needs planning!
Instructions
Step-by-step instructions for accomplishing your objectives.
- Copy the Implementation Template
- Navigating Planner
- viewing options (grid, board, chart, schedule), sorting options
Step 1: Copy the Implementation Template
From the Planner Hub, select the template plan, and copy it. Once you have copied the plan, it will provide specifications on what you would like to copy over. Everything should be copied over, except for dates. Set the title of your Planner as: Community Abbreviation-Initials | Implementation
Once your community specific planner is created, you are ready to get started. Planner offers a few viewing options, depending on preference:
- Grid: Basic list - sorting is a bit wonky with this one - do not use.
- Board (Default): The default kanban board view is organized by buckets, which are categorized by the weeks and phases of the implementation project. Opening each card allows you to have the most comprehensive list of options and tools - this is the recommended format.
- Charts: The charts view is great if you want an overview of current status.
- Schedule: The schedule view is great if you want to quickly see everything that is upcoming on a calendar. You can drag and drop task cards to easily assign due dates.
- Timeline: Currently unavailable.
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