Microsoft Planner for Office 365 - Presented by Atidan

T E A M W O R K O R G A N I Z E D

OFFICE 365 PLANNER ’PREVIEW’

DAVID J. ROSENTHALCEO, ATIDANMICROSOFT BRIEFING CENTER, MALVERN, PAMARCH 9, 2016

TRADITIONAL TEAMING

TEAMING TODAY

1. Forrester.

62% of employees work from multiple locations in a month1

30% of executives say the greatest

challenge to executing strategy is

the failure to coordinate across units1

40% of productivity is

lost when switching tasks2

25% of the average worker’s day is

wasted on nonproductive activities3

1. Harvard Business Review. “Why Strategy Execution

Unravels—and What to Do About It.”

2. Microsoft. “Sell in the Now.”

3. IDC. “The High Cost of Not Finding Information.”

MODERN WORKPLACE CHALLENGES

Design

Marketing

Procurement

Operations

Sales

Accounting

Facilities

Support

Strategy

Support

Sales

Sales

CHAOS ORGANIZED

Design

Marketing

Procurement

Operations

Sales

Accounting

Facilities

Support

Strategy

Support

Sales

Sales

CHAOS ORGANIZED

PLANNER

G E T S T A R T E D

Q U I C K L Y

W O R K T O G E T H E R

W I T H O U T C H A O S

A L W A Y S S T A Y

I N F O R M E D

Low Medium High

Ad Hoc Teams

PMO / Executives

and Project Teams

L E V E L O F C O M P L E X I T Y

TA S K

M A N A G E M E N T

W O R K

M A N A G E M E N T

Individuals

P R O J E C T

P O RT F O L I O

M A N A G E M E N T

FOR EVERY INDIVIDUAL & TEAM

Planner Overview

Launch Planner by simply

clicking on the Planner

tile in Office 365 App

launcher

Planner Hub shows

all of the plans you’re

working on.

Plan tiles showcase key

metrics associated with

your favorite Plans.

My tasks presents all

tasks assigned to you,

across all your plans.

Create a new plan

with just a single

click.

The Board view

shows all of a plan’s

tasks, in columns, to

help keep things

organized.To add a task, type a

task name in the box,

press Enter, and then

keep typing to add

the next task.

Add new members

in a few simple

clicks.

Sort tasks into

buckets to help

break things up into

departments, phases,

or whatever makes

the most sense.

Click a task to give it a

due date. If the task

has a start date, you

can add that too.

Attach files and

links to tasks to

make it easy for all

team members to

find things and

collaborate.

Have conversations

around tasks to ask

questions or discuss

work with the team.

Add labels to tasks

to drive specific

attention to a

certain set of tasks.

Group tasks

by buckets,

assignments, or

progress for different

views of your plan.

In the Board view,

when grouped by

Progress, drag

tasks between the

columns to change

status.

Assign a task to

someone by

simply dragging

their profile

picture from the

top right onto

the task.

Quickly see things

like who needs some

help, which tasks are

running late, and

what’s left to do

overall.

The Charts view

shows how your plan

is progressing, with

assignment details.

Clicking the red

section of a team

member’s bar to

see that person’s

tasks, grouped by

progress, with late

tasks listed first.

Access your plans

and task assignment

email notifications via

any mobile device.

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office365@Atidan.com

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