Microsoft Planner & Teams: How to structure boards with buckets and grouping

28,185 views

Björn Jansen

Published on Sep 25, 2022
About :

In this best practice video, I show the options for structuring Planner boards. Planner is one of the most frequently used apps within Microsoft Teams channels. And when used correctly, Planner can support teams both in their own organization and in important workstreams. But how can Planner be used successfully? The board view plays an important role here. This view is usually structured using buckets, i.e. task stacks. Buckets can be freely defined. Tasks are best grouped in buckets based on content and topic. To ensure that the buckets are structured successfully, I also show the other grouping features in the Planner board that are available on the system side in the video. These include status, employee assignment, or urgency, for example. This way you can avoid using buckets for features that are already there. What other structuring options are available? There are also the names, which can also be freely defined. The board can also be grouped according to these. If you ever have the feeling that the Planner has become confusing despite sensible buckets and names, filters can also help. And last but not least, it is also a best practice not to see the Planner as a static project management tool, but to use it to map dynamic workstreams. Then you should reach your goal with the Planner and never be lost in Planner again. 00:00 Introduction to Planner Boards 00:28 Working with buckets and groupings 08:30 Best practice tips for Microsoft Planner 10:15 Video recommendations for Teams & SharePoint

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