Real-world Planner use cases

Sarah Haase
REgarding 365
Published in
2 min readMar 20, 2022

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Several months ago, Antonio Maio, Mike Maadarani and I took a look at Planner in Episode 59 of the Microsoft 365 Voice. Now we’re back in Episode 71 with a more detailed look at how we use Planner for small agile workstreams and projects.

Why we (still) love Planner

Planner works best as a lightweight planning and project management tool. You can use Planner individually to manage personal tasks related to a given project, but it’s ideal for groups of 4–8 people working together on a small project or as part of a working group. We love the Kanban-style view of tasks in Planner. Organizing tasks in buckets works well, particularly if you have 10 or fewer buckets and 100 or fewer open tasks.

You can leverage Planner in your web browser or via Microsoft Teams for easy viewing and task management.

Running daily or weekly project stand-up meetings with Planner

During this episode I highlight how I leverage Planner to facilitate daily or weekly project stand-ups. I share how I limit the number of Planner buckets per project, how I build my task list, and how I leverage the Schedule view in Planner to define task start and due dates. Watch Episode 71 to see the live demo!

Have a Microsoft 365 question? Submit it online! Your question may be featured in a future podcast episode.

Originally published at http://blog.splibrarian.com on March 20, 2022.

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Corporate collaboration evangelist & librarian | Microsoft MVP | Office 365 enthusiast | SharePoint Saturday Twin Cities organizer