TASKS OFFICE 365 UPDATE
TASKS OFFICE 365 UPGRADE

Our plan has actually been created as an Office 365 group. If you click on Members you will be taken into Outlook and look at what’s there.

TASKS OFFICE 365 UPDATE

Great information to get a quick update on a projects status.īy clicking on the three dots as shown in the image below we also get a Calendar, File storage and a notebook which we can use to store information and share with the project members. As a project manager you can see an over view of the project, the number of tasks created and the load for each member of the project. Now we have our bucket lists and assigned tasks. Remember this is just an example, a real migration task list will contain many, many tasks if you do it properly. In the screen shot below I’ve created several tasks which are assigned to different users, have different due dates and are listed under each of the buckets.

Click the plus symbol, give the task a name, set its due date and assign it to a user then press ‘Add task’. Now we have our buckets setup lets start adding tasks.

This is how I would generally break down such a project but you can do it how ever you like. Here I’m going to create three buckets ‘Pre-Migration tasks’, Live Migration Tasks’ and ‘Post Migration Tasks’. Buckets are just a collection of tasks so you could have buckets called ‘Phase 1’ and ‘Phase 2’ etc. Now that we have a plan we can see the default bucket called ‘To do’. Doing this will mean only members of the plan will see it. If you don’t want to let everyone see it then set this to No. Make this plan public is set to Yes so that anyone in our tenant can see the plan. Lets setup a plan for a client’s Office 365 migration, fill in the basic details. Within the planner hub we can see ‘My tasks’ from the left hand menu which are tasks assigned to the account which is logged in. It turns out that creating a new plan actually creates a new Office 365 group and vice versa. Interestingly you will see existing Office 365 groups appear as plans. The planner page will load into the Planner hub which is the main page.

TASKS OFFICE 365 UPGRADE

If you don’t see it then you will have to upgrade your subscription. Open up the App menu and click on the new planner tile. We’ve been waiting for some nice project / task list type functionality for a while so lets take a look and see if it will be a useful tool. Once again Microsoft have been busy adding new features into Office 365 with the Office Planner.

Tasks office 365