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Plan your Tasks with Microsoft Planner

If you’re using Microsoft Teams, you can organize your tasks by adding one or more Planner tabs to a team channel. You can then work on your plan from within Teams or in Planner for web, remove or delete your plan, and get notified in Teams when a task is assigned to you in Planner.

Add Microsoft Planner as a Tab on Microsoft Teams Channel

1. In your team channel, select [Add a tab +].

*You are not able to add a planner tab on private channels.

2. In the Add a tab dialog box, choose the [Planner] icon. If you are unable to find the Planner icon, simply insert “Planner” on the search bar.

3. In the Tasks by Planner and To Do dialog box, choose [Create a new plan] to make a new Planner plan and add it as a tab to this channel.

4. Choose whether to post to the channel about the tab, and then select Save.

The tab will be added alongside your other team channel tabs, and you’ll be able to start adding tasks to your board.

Manage Tasks on Microsoft Planner

(1) Create and Manage your Buckets

You can sort your tasks into buckets to help break things up into phases, types of work, departments, or whatever makes the most sense for your plan.

To set up buckets for your plan’s tasks, on the Board, select [Add new bucket], and then enter a name for the bucket.

To Rename your bucket, simply click on the bucket name and rename it.

(2) Add New Tasks

1. Select [+ Add task] below the heading of the bucket to which you want to add a task.

2. Select Enter a task name and enter your task name.

3. You can also set a due date and assign users to co-own the task. After you have assigned users to co-own the task, they will be notified via Microsoft Teams Activities or via email.

4. To further enter details to your task, click on the task to open a new window.

Here you are able to enter further details to your task, such as  progress, priority, start date, and due date.

You may also add notes and descriptions under the [Notes] section to update your teammates with your progress.

5. If you have any subtasks, you may enter them as a checklist item from the [Checklist] section. You may later check the items individually before completing the main task. 

To add a checklist, click [Add an item] under [Checklist], and then start typing your list. Press [Enter] to add another item to the list.

 

6. You can also upload a file as an attachment to your task card for your teammate’s reference. Select [File] to attach a locally stored file, select [Link] to include a link, or select [SharePoint] to attach a file from a SharePoint site. 

(3) Grouping Options

1. You can set grouping options by clicking the [Group by…] dropdown menu.

Group by Bucket: Group your tasks by phases, types of work, departments, or other buckets that works best for your project.

Group by Assigned to: View all tasks assigned to different team members on your channel

Group by Progress: Manage your tasks based on stages of your progress: Not Started, In-Progress, or Completed.

Group by Due Date: View your task by past or future dates.

Group by Labels: Labels can help you quickly see certain things that several tasks have in common, like requirements, locations, dependencies, or important time constraints. 

2. Group by Progress

Under all pages of grouping options, you are able to drag and drop your task cards to different sections.

For example, after you have started your task, you may move it from [Not Started] to [In-Progress].

如果您正在使用 Microsoft Teams,就能透過在小組頻道新增一或多個 Planner 索引標籤來管理您的工作。 接著您可以從 Teams 或 Planner 網頁版中處理您的計劃,加以移除或刪除,並在 Teams 中收到已於 Planner 中指派工作給您的通知。

在小組頻道新增 Planner 索引標籤

1. 從您的小組頻道中,選取 [新增索引標籤 +].

*您無法在團隊中將Planner索引標籤新增至私人頻道。

2. 在 [新增索引標籤] 對話方塊中,點擊[Planner] 選項,然後按一下 [執行]。如果您未能找到Planner 的選項,可以在搜索列中輸入 [Planner]。

3. 在對話方塊中,選擇[建立新的工作清單]來建立新的 Planner 方案,並將其新增為此頻道的索引標籤。

4.選擇是否要在頻道內發表關於索引標籤的文章,然後選取 [儲存]

系統會將索引標籤加入該小組頻道索引標籤的列,接著您就能開始新增工作到您的版面上了。

在Microsoft Planner 中處理你的計劃

(1) 建立貯體以排序計劃

您可以將你已建立的計劃分成幾個貯體以協助細分成階段、工作類型、部門,或對您的計劃最有幫助的事項。

若要為計劃的工作設定貯體,請在 [版面] 上選取 [新增貯體],輸入貯體的名稱。

如要為您的貯體重新命名,您可以點擊貯體然後輸入新的名稱。

(2) 建立新工作

1. 選擇要添加計劃的存儲桶標題下方的[+添加計劃]。.

2. 在 [新增計劃] 視窗中輸入計劃名稱。

3. 您還可以設置計劃結束日期並分配用戶共同管理該計劃。 在您分配用戶共同管理任務之後,將通過Microsoft Teams 通知或通過電子郵件通知他們。

4. 要進一步輸入任務的詳細信息,請單擊任務以打開一個新窗口。

您可以在此處輸入任務的更多詳細信息,例如進度,優先順序,開始日期和結束日期

您還可以在 [筆記] 部分下添加註釋和描述,以根據進度更新並追蹤您隊友的進度。

5. 如果您的計劃包含其他工作項目,則可以從 [清單] 部分中將它們作為清單項目輸入。 您可以稍後在完成主要任務之前清空其他工作項目。

要添加清單,請單擊 [清單] 下的 [添加項目],然後開始鍵入您的清單。 按 [Enter] 將另一個項目添加到列表中。

 

6. 您也可以將文件作為附件上傳到計劃中,以供團隊成員參考。選取 [檔案] 來附加儲存在本機的檔案、選取 [連結] 以加入連結,或是選取 [SharePoint] 以從 SharePoint 網站附加檔案。

(3) 分類選項

1.您可以通過單擊[分組依據…]下拉菜單來設置分組選項。

按存貯體分組:按階段,工作類型,部門或其他最適合您的項目的存儲區對計劃進行分組。

分組依據分配給的團隊成員:查看分配給您頻道中不同團隊成員的所有計劃。

按進度分組:根據進度階段管理任務:未開始,正在進行或已完成

按結束日期分組:按過去或將來的日期查看任務。

按標籤分組:標籤可以幫助您快速查看某些任務共有的某些內容,例如需求,位置,依賴性或重要的時間限制。

2. 按進度分組

在分組選項的所有頁面下,您可以將計劃卡拖放到不同的部分。

例如,開始計劃中的工作項目後,可以將其從[未開始]移至[進行中]

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