微软(Microsoft)称其Planner应用程序是“一种组织团队合作的简单、直观的方式”。除其他功能外，此项目管理应用程序可帮助您制定项目计划、创建和分配不同类别的任务，以及查看计划数据和统计数据。
任何订阅Office 365的人，无论是个人订阅还是通过您的雇主订阅的企业，都可以访问Microsoft Planner。
微软规划师教程
Microsoft Planner有多个前门。首先登录您的Office 365 帐户(Office 365 account)。您可以在Office 365的许多入口点中的任何一个处执行此操作，包括：
如果您已登录Microsoft Office的其他区域，则可以通过选择左上角的应用启动器图标并选择Planner来找到指向Microsoft Planner应用的链接。如果Planner不在列表中，请选择所有应用(All apps )并在列表中找到Planner。
或者，您可以直接在tasks.office.com上登录Microsoft Planner。
登录后，您的第一站将是Planner中心。从那里您可以开始新计划、查看最近的计划、查看您的所有计划或查看分配给您的任务。
请注意左侧菜单底部的获取Planner移动应用程序的链接。(Planner)选择链接并在模式对话框中单击发送。(Send)
Microsoft Planner移动应用适用于Android和(Android)iPhone。
如何在Microsoft Planner 应用程序(Microsoft Planner App)中构建计划
在您可以将任务分配给自己或其他人之前，您必须创建一个计划。
创建计划
在左侧窗格中，选择新建计划(New plan)。填写新计划(New plan)窗口中要求的所有信息。
- 给你的计划一个名字。
- （可选(Optional)）如果您将邀请现有Microsoft 组(Microsoft Group)加入您的计划（例如，通过Microsoft Teams），您现在可以通过选择添加到现有 Microsoft 365 组(Add to an existing Microsoft 365 group)然后选择组来将您的计划添加到组(Group)为您的计划。如果您认为同一组有多个计划，这很方便。
- 决定您的计划是公开的还是私人的。如果您选择public，那么您组织中的任何人都将能够看到您的计划。如果您选择private，则只有您添加到计划中的人才能看到它。
- （可选）编写组描述(group description)。当您将新成员添加到您的计划中时，他们将看到组描述，让他们了解计划的目的。
- 选择创建计划(Create plan)。
接下来，您将看到您刚刚创建的计划的主仪表板或板(Board)。
仪表板视图是基于卡片的，很像 Trello(much like Trello)。在添加任务之前，将您的团队成员添加到计划中。
将其他人添加到您的计划中
从计划仪表板中，选择成员(Members)下拉列表。输入某人的姓名以将其添加为成员。
添加和分配任务
您的计划附带一个名为To do的默认任务(To do)存储桶(bucket)。
- 您可以通过选择添加任务将任务添加到该存储桶。(Add task.)
- 您可以通过选择添加新存储桶(Add new bucket)链接为您的任务创建其他存储桶。输入新存储桶的名称，然后按Enter。
- 接下来，选择您想要的任何存储桶下的添加任务链接。(Add task)输入任务名称(task name)。
- 设置截止日期(due date)。
- 接下来，选择应将此任务分配给谁。在您分配任务之前，任务卡将显示未分配。(Unassigned)
- 请务必选择添加任务(Add task)按钮以保存任务。
- 您的任务将显示为您选择的存储桶下的一张卡片。
要向任务添加更多详细信息，请选择仪表板上的卡片。从那里，您可以添加标签，更改任务所在的存储桶，并指示任务的进度、优先级、开始日期和截止日期。
您还可以添加注释、清单和附件。任何团队成员都可以向任务添加评论。
保持正轨
Microsoft Planner提供了多种方法来鸟瞰您的计划。
图表
图表(Charts)选项卡显示计划中所有任务的状态摘要、每个存储桶中有多少任务、显示每个优先级（紧急、重要、中等和低）中有多少任务的图表，计划的成员，以及每个人分配了多少任务。
日程
“计划(Schedule)”选项卡显示日历上的所有任务，以便您了解哪些任务的截止日期即将到来。
其他选项
选择计划(Schedule)选项卡右侧的三个点，您会发现Microsoft Planner的许多其他功能。
- 对话(Conversation)会将您直接带到Outlook，以便您可以向团队成员发送电子邮件。
- 成员(Members)会将您带到您的计划的“组成员身份(Group Membership)”页面，您可以在其中添加和删除成员。
- 文件(Files)将您带到组的Sharepoint库，您可以在其中创建、上传、删除和编辑与您的计划相关的文档。
- Notebook启动专用于您的计划的Microsoft OneNote笔记本。(Microsoft OneNote)
- 站点(Sites)会将您带到一个页面，您可以在其中为您的计划创建和编辑团队Sharepoint站点。
您还可以将计划添加到您的收藏夹，在Microsoft Planner中复制您的计划，将您的计划导出到Excel，复制到您的计划的链接，并将您的计划添加到您的Outlook日历。
组所有者可以选择计划设置(Plan settings )来配置组的电子邮件设置，并指示组在分配或完成任务时是否应接收电子邮件。这也是所有者可以删除(delete)计划的地方。
在Microsoft Planner中完成任务(Tasks)
任务完成后，分配给该任务的人员可以在其卡片上将其标记为已完成(Board)。
任务被标记为完成后，您可以通过展开显示已完成(Show completed)下拉菜单再次找到它。
获取计划更新
计划成员可以通过选择齿轮/设置图标、选择通知(Notifications)并指定他们的通知首选项来选择何时接收来自Planner的通知。(Planner)
其他任务管理(Task Management)和协作工具(Collaboration Tools)
有时，微软(Microsoft)的复杂性对用户没有吸引力。如果您认为Microsoft Office 365软件套件不适合您，还有许多其他出色的任务管理(task management)和协作工具(collaboration tools)可供使用。
无论您选择哪种(Whichever)工具，制定有条理的项目计划都将帮助您实现目标。
A Microsoft Planner Tutorial: Everything You Need to Know
Micrоsoft callѕ its Plannеr apрlication “a sіmplе, visual way to organize teamwork.” Αmong other features, this project management app helps you make a project plan, create and assign tasks in different categories, and view plan data and statistics.
Anyone who has a subscription to Office 365, whether it’s a personal subscription or an enterprise subscription via your employer, has access to the Microsoft Planner.
Microsoft Planner Tutorial
Microsoft Planner has multiple front doors. Begin by signing into your Office 365 account. You can do that at any of Office 365’s many points of entry including:
If you’re already signed into another area of Microsoft Office, you can find the link to the Microsoft Planner app by selecting the app launcher icon in the upper-left corner and choosing Planner. If Planner is not in the list, select All apps and find Planner in the list.
Alternatively, you can sign into Microsoft Planner directly at tasks.office.com.
Once you’ve signed in, your first stop will be the Planner hub. From there you can start a new plan, view recent plans, view all your plans, or view tasks assigned to you.
Note the link to get the Planner mobile app at the bottom of the left menu. Select the link and click Send in the modal dialogue box.
The Microsoft Planner mobile app is available for both Android and iPhone.
How to Build a Plan in the Microsoft Planner App
Before you can assign tasks to yourself or other people, you must create a plan.
Creating a Plan
In the left pane, select New plan. Fill out all the information requested in the New plan window.
- Give your plan a name.
- (Optional) If you’ll be inviting an existing Microsoft Group to your plan (say, for example, via Microsoft Teams), you can add your plan to the Group now by selecting Add to an existing Microsoft 365 group and then choosing a group for your plan. This is handy if you think you’ll have multiple plans for the same group.
- Decide whether your plan is public or private. If you choose public, then anyone in your organization will be able to see your plan. If you choose private, then only the people you add to your plan will be able to see it.
- (Optional) Write a group description. When you add new members to your plan, they will see the group description, giving them an idea of the purpose of the plan.
- Select Create plan.
Next you will see the main dashboard or Board for the plan you just created.
The dashboard view is card-based, much like Trello. Before adding tasks, add members of your team to the plan.
Adding Other People to Your Plan
From the plan dashboard, select the Members dropdown. Enter a person’s name to add them as a member.
Adding and Assigning Tasks
Your plan comes with one default task bucket called To do.
- You can add a task to that bucket by selecting Add task.
- You can create additional buckets for your tasks by selecting the Add new bucket link. Type the name of the new bucket and press Enter.
- Next, choose the Add task link under whichever bucket you want. Enter a task name.
- Set the due date.
- Next, choose who this task should be assigned to. The task card will indicate Unassigned until you assign the task.
- Be sure to select the Add task button to save the task.
- Your task will appear as a card under the bucket you chose.
To add more details to the task, select the card on the dashboard. From there, you can add a label, change which bucket the task is in, and indicate the task’s progress, priority, start date, and due date.
You can also add notes, checklists, and attachments. Any team member can add comments to the task.
Staying on Track
Microsoft Planner offers a variety of ways to get a bird’s-eye view of your plan.
Charts
The Charts tab displays summaries of the status of all tasks in the plan, how many tasks are in each bucket, a chart showing how many tasks there are in each priority level (urgent, important, medium, and low), a list of the plan’s members, and how many tasks each person has been assigned.
Schedule
The Schedule tab displays all the tasks on a calendar so you can get an idea of which task deadlines are approaching.
Other Options
Select the three dots to the right of the Schedule tab, and you will find many other features of Microsoft Planner.
- Conversation will take you directly to Outlook so you can email team members.
- Members will take you to the Group Membership page for your plan where you can add and delete members.
- Files takes you to the group’s Sharepoint library where you can create, upload, delete, and edit documents related to your plan.
- Notebook launches a Microsoft OneNote notebook dedicated to your plan.
- Sites takes you to a page where you can create and edit a team Sharepoint site for your plan.
You can also add the plan to your favorites, make a copy of your plan within Microsoft Planner, export your plan to Excel, copy the link to your plan, and add your plan to your Outlook calendar.
Group owners can select Plan settings to configure the group’s email settings and indicate whether the group should receive an email when a task is assigned or completed. This is also where the owner can delete the plan.
Completing Tasks in the Microsoft Planner
When a task has been completed, the person assigned to the task can mark it as complete on its card on the Board.
After the task has been marked as complete, you can find it again by expanding the Show completed dropdown.
Get Updates on Your Plan
Plan members can choose when to receive notifications from Planner by selecting the gear/settings icon, selecting Notifications, and specifying their notification preferences.
Other Task Management and Collaboration Tools
Sometimes the sheer complexity of Microsoft is unattractive to users. If you’ve decided that the Microsoft Office 365 software suite is not for you, there are many other excellent task management and collaboration tools available.
Whichever tools you choose, having an organized project plan will help you achieve your goals.
