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You’ll find the best way to meet your requirements in our app. It’s much easier to understand your workload when you can see it visually. Planner Pro provides kinds of settings for different requirements from kinds of people. The Schedule view is the best way in Microsoft Planner to get a bird’s-eye view of everything you have to do. The Schedule shows the current month by default, but you can click the “Week” button to show a week view instead. You can add new tasks, drag tasks to different days to give them new due dates, or move tasks off the calendar to remove the due date altogether.
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This will open a calendar view of all your tasks. If you’re affected by market changes, we recommend planning weekly rather than monthly or quarterly until markets stabilize. If you like to see your tasks by Due Date, click the “Schedule” option at the top of the plan. It is also a helpful app if you do not have the Apple Pro + Pencil and will be typing into your planner instead of handwriting it. Add Tasks and Change Dates in the Schedule View. This is a fabulous app for using your digital planner. This process is much quicker and much more intuitive than laboriously opening each task and editing each field. Then, group by “Assigned To” and drag tasks into the buckets of the assignee who needs to resolve the issues or into the “Unassigned” bucket if anyone can pick them up. Have you started testing and found some issues? No problem, group by “Progress” and drag the tasks you tested back into the “In Progress” column. You can drag and drop tasks between these buckets to change the properties. For example, if you choose “Priority,” your tasks will be grouped into new Priority buckets. To change your task groupings, click on the “Group By Bucket” button in the top right of the Microsoft Planner interface.Ĭhoose a different property to group your tasks by, and they will automatically rearrange. We’ve covered grouping in different buckets before, but here’s a quick recap. Planner also gives you the option to group tasks based on properties, such as Due Date, Assignee, Priority, and more. Drag Between Buckets to Edit Tasksīy default, your tasks are grouped in the buckets you use: To-Do, In Progress, Done, or whatever other buckets you’ve created. This works really well for template plans where you need a fresh version on a regular basis. After a few seconds, your new plan will be visible in the “Recent Plans” section of the sidebar.