At the same time, setting goals is a simple matter. Everyone knows how to set tasks, but are you sure that it helps you to improve your productivity? Some are completed, some remain beyond reality, regardless of the circumstances. It is not enough to write down a task — you need to set the timing, KPIs, and make sure that the task is achievable and real.
So how do you arrive at the perfect solution that considers every detail? Indeed, today it is very important to find the ideal space in which you can create tasks, track their status, and manage your activity.
This is especially true due to changes in our way of working. We are increasingly working on a project in a team, where it is very important to understand which of your colleagues is responsible for a certain part of the work. An open division of responsibilities not only improves communication among colleagues but also simplifies management and increases team productivity.
A planner is an App part of Office It is a space where you can set tasks, track their progress, manage time, delve into the details of the required actions, and track your performance. In short, the perfect virtual day planner that works for you.
The main advantage of Planner is deep integration into your Office environment. This means that you can use it in integration with other applications such as Outlook, Microsoft Teams, SharePoint, and others.
Plus, the integration works across your entire organization. Through a Planner, you can easily interact with colleagues, share tasks with them, and work together on projects in a very productive way. Planner offers you a simple and visual way to organize teamwork. One the one hand you have individual work. And you have tools that you can use to manage your task list. So how the Planner experience looks like? After connecting in your Office you can see the board with your plans. You can easily create a new plan, give the name and choose, if it will be private or public.
With the last one, anyone in your organization can see the plan content. After the plan has been created, you will see the Board view. After you can add the list of tasks related to each board.
For each task, you can go more in detail. To start you can add the start date and due date. Next, you can assign this task to somebody in your organization. You can even attach the documents and links. What is really useful is a checklist. You can also collaborate with other colleagues through Comments. Now you can see your tasks on the Board Tab or the Chart Tab. With the Board tab, you can see the tabs stages, such as not started, in progress, or completed.
If a task is overdue than the date is highlighted in red. Learn how to get collaborative workspaces created with the pre-built set of tasks! The Chart view gives a high-level overview of the tasks within the Plan. It breaks it down into the status of the tasks; not started, late, in progress, and completed and shows where the tasks are assigned.
Okay, with a personal task this software works ideally. And what about the huge projects across your organization? Yes, using a Planner, you can handle this too.
With any of your plan, you can add group members from your own contacts. Thus, in one place you will see the environment where everyone is collaborating. Now the other thing is that the Planner is built on top of Office groups. It integrates out of the box with other capabilities you have with Office With the help of the Planner, you can not only manage tasks and time but also communicate effectively and quickly with project participants. For example, by clicking on communication, you will be taken to your Outlook Group, where you can quickly see all the comments that other participants leave in a specific task.
So, very conveniently, you can leave your comment or remind the participant about some details without leaving your Outlook.
Be sure, the comment will appear in the task in the Planner as well. The HingePoint Team recreated our daily task lists using this tool and it works like a charm! So it is a niche replacement for tools that previously had to be built from scratch or customized from other list templates. The best part about Microsoft Planner is that it syncs directly with the associated Office group.
See how our strategic integration and onboarding of these Microsoft apps can help you you can better your workflow. It keeps everyone informed about which tasks are in progress, not started, late, or complete.
Overall, Microsoft Planner is a tool that HingePoint believes could be an excellent solution to many of the operational procedures that any company goes through on a day-to-day basis. Of course, since this is an Office product, users can also access and update their plans on any mobile device with the Microsoft Planner App for iOS and Android.
Email us or call us at to get started today. Our unique process ensures that you get a solution that works for you. We are the only company in the industry that dares to offer a performance guarantee. These are content-rich with:. This tool uses different terminology from other software, such as you create plans, not projects. The Board has columns dubbed buckets. Charts are color-coded to help quickly identify the progress for each task status.
These are shown as a bar or pie chart. Microsoft Planner connects to all the applications in Office — another convenient way to simplify managing tasks for teams. Trello as management software, a well-known tool, has a reputation for being a user-friendly product.
Trello does it right in that it focused on one thing instead of trying to be everything to everyone. It perfected the Board. Unfortunately, simple reporting features are not available, but you do get an activity feed in real-time. For example, automating Planner is possible with the help of Microsoft Power Automate.
At least that has been some user feedback. Task management is an excellent way to organize your team. You can manage unstructured tasks without requiring project management that is sequence related. When you first compare the tools, they look similar. Both let you name a task and assign it to a team member. They also allow you to provide more information like a description, checklist, attachment, and due dates.
Also, in both, you can see the history of conversations related to the tasks. Task management shines though when it integrates in the other potential places you work. Microsoft has a stronger position here through integration with Project Online, Outlook, ToDo and the many places most enterprise users already work.
Microsoft Planner and Trello are Kanban boards, which are good for sharing tasks with your colleagues. Usually, participants of the tool are in the same group. However, things are a little different when you need to provide access to a third party outside of your organization. Trello has a simple way of allowing users outside of your organization to link to a Board but Microsoft Planner is a closed ecosystem.
You cannot share it outside of the Office network. That said the integration of Planner in SharePoint, Teams and other places people work may counteract this negative depending on what technologies you are leveraging. When you assign an individual, that person will receive a notification and can see all their tasks in a single view. Also, it will notify the person of their task with an email.
If you are looking for an enterprise-ready solution that is synergistic with the rest of the Microsoft stack, Planner should be great for you! If you are not looking for seamless connectivity with Microsoft or have a smaller organization where the free option is sufficient, Trello might be the right choice. I hope you have been able to find out which of these two solutions is the right fit for you or your organization.
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