![]() You can create your own buckets (categories) and name them whatever you want. Ability to assign multiple users to same task is not yet available.īuckets are used to organize tasks into separate categories. NOTE:As of writing of this post, you can only assign a task to one (1) user at a time. Lastly, the bottom section is reserved for history of the task (almost like a Version History in the Tasks Web Part, just more visual) Users can also insert a file from SharePoint or OneDrive or just link to it directly. There is also a functionality called Checklist, which allows users to create mini-tasks (subtasks) under the main task. Unlike Tasks Web Part – the entry screen is meant to be simple and is limited to just a few choices like Start and Due dates, Progress Status. Tasks are assignments of certain activities to an individual, just like with Tasks Web Part or MS Project. Microsoft Planner consists of the following major elements: Tasks, Buckets, Boards. If you want to manage a quick project and assign tasks to users, you can do so in a matter of minutes, without much prep or upfront setup.Ĭreating a task in SharePoint Tasks Web Part What are the major components of Microsoft Planner? It is a standalone task management software. While integrated with, it is independent of SharePoint sites. Microsoft Planner has none of those complexities. You had to create your SharePoint team site first, figure out security, site web parts, page layout and only then get to manage your project plan. Moreover, the prep work, set up and configuration of the Tasks web parts all took time. Ability to set task dependencies, integration with MS Project and availability to visualize GANTT chart inside of SharePoint all demanded organizational maturity in project management. That said, Tasks web part was always geared towards formal project management approach of task management. Tasks Web Part has been the go-to task management application for those looking to manage tasks in the world of SharePoint. Planner is an integral part of the Office 365 ecosystem and is integrated with Office 365 Groups and other Office 365 assets like Outlook email, SharePoint, and OneDrive. ![]() Microsoft Planner is a lightweight web-based task management software. While there are still few kinks and issues to be worked out – I feel like many companies out there could benefit from the Microsoft Planner in its current shape and form. With Microsoft Planner, though – it is different. Moreover, coming from formal project management background, I am a diehard fan of MS Project and SharePoint Tasks web part. Being very conservative when it comes down to implementation, I usually wait for Microsoft products to work out the bugs, become stable and mature enough to be rolled out to the whole organization. There's still more information and refinement to be done, but you're getting closer to a schedule you can work with.I will admit that when Microsoft Planner first came out, I was recommending my clients to wait a while before jumping on board. When you create a link between two tasks, Microsoft Project calculates the successor's start and finish dates based on the predecessor's start or finish date, the dependency type, the successor's duration, and any associated resource assignments. You can start to see possible start dates and finish dates, not only for the individual tasks, but also for major phases, milestones, and the project as a whole. With your task dependencies and durations in place, your project plan really starts to look like a real schedule. Note A task dependency is also referred to as a task relationship or a link. You can link the previous, or predecessor task, to its succeeding, or successor task, and thereby set up the task dependency between the two. ![]() Sometimes, several tasks are dependent upon the completion of one task sometimes, several tasks must finish before a single later task can begin. Often, one task cannot begin until a previous task has been completed. The next step in creating your schedule is to link tasks that are dependent upon each other. Durations are graphed in the Gantt chart, and all tasks start on the project start date. Now task durations are entered in your Gantt chart (see Figure 5-9). ![]()
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