Adding Planner to Microsoft Teams and using its task management function can be achieved through the following steps: 1. Click the " " in the channel, search and add the Planner tab, and select a new or existing plan; 2. Fill in the title, deadline and other information when creating a task, and assign it to members; 3. Use the Kanban, Gantt chart or calendar view to view and track progress; 4. Pay attention to ensuring that members join the channel, synchronize the task, and plan the binding relationship between the channel and the plan reasonably.

The Planner function of Microsoft Teams is actually quite practical, especially when teamwork, which can help you arrange tasks more clearly. However, many people may not know how to integrate it into the team or assign tasks when they first use it.

The following key points can help you quickly get started using Planner in Teams.

How to add Planner in Teams?

Planner is actually embedded in Teams channel as a tab. You just need:

• Open a Team and enter a channel
• Click the " " sign at the top to add a new tab
• Search for "Planner", and after selecting, you will be prompted to create a new plan or select an existing plan.

Note: If you can't see this option, it may be that the administrator has not enabled this function, or that your account does not have enough permissions.

How to create tasks and assign them to members?

Once Planner is added to the channel, you can start building tasks. The operation process is roughly as follows:

• Click "New Task"
• Enter the title, you can add the deadline, priority, label, etc.
• Select a channel member in Assign to
• After saving the task, it will appear in the Kanban view

After the task is established, members will be notified and can see to-do items in their own task list.

How to view and track progress?

Planner's interface is more intuitive, with three main views:

• Kanban view : Suitable for daily tracking, you can see the status of each task (not started/in progress/completed)
• Gantt Chart : It is suitable for looking at the overall timeline, especially when the tasks are related
• Calendar view : Easy to see if everyone's task schedules conflict

It is recommended to update the status regularly, otherwise it is easy to cause "no one moves".

FAQs and Tips

Sometimes you will find that some functions seem to be ineffective, such as the task is not reminded or the update cannot be synchronized. The following points can help you avoid getting stuck:

• Make sure all members are on the corresponding channel, otherwise they will not see the task
• If you use Outlook or To Do apps, remember to check whether the Planner task is synchronized
• Each channel can only be bound to one Planner plan. If you want to manage it separately, you can consider building multiple channels.

In addition, Planner and To Do are connected, so users can handle tasks in their commonly used apps without always returning to Teams.

Basically, that's not complicated to use, but the details are easy to ignore. As long as it is set up once, it will be easy to maintain later.

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