Guide:

Planner with
Introduction

Microsoft Planner is an effective task management tool that forms a part of Microsoft
365 Group. Its seamless integration with Microsoft 365 products make it a go-to app for
many Microsoft Teams users who use the platform for collaboration purposes.

Planner can be ideal for project management, marketing, product, and other teams that
want to better organize their task and collaborate in a more aligned and efficient way.
Table of

How to use Microsoft Planner in Teams 04

Build a plan 05

Advanced tips 11

Scenario examples 10

Project Management 11

Marketing Content Management 12

Sales Deal Room 13

Onboarding Process 14

Create Planner templates in Teams 15

Planner templates with nBold 16

How it works 19

What you will get 21

How to use
Build a

Add Planner to your Teams interface. Just add it as a new tab in a needed channel

Create a set of tasks by clicking on +Add task. Here you can add different cards
with tasks

Separate tasks into buckets. It will help you structure them better and navigate
easily through tasks

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Build a

For each task, you can go into detail. Add a label that will help you better categorize
your tasks and filter them.

Assign the task to the person or several people. They can be your team members as
well as employees from other departments

Set the task timeframe by choosing start and due dates

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Build a

Prioritize tasks and track their progress with Progress and Priority tabs

Play with Planner views. You can choose among List, Board, Schedule, and Charts views

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Advanced

Create “Tasks templates”

If the tasks you work on have a repetitive format, you may want to create task templates to
save time on organizing them. Use the very first bucket to create templates for all types of
tasks your team might have. Then, just clone the right template, rename the task and move
it to the relevant bucket

Copy Planner
To save your time, create a Plan just once. Next time, you can add the existing Plan to your
channel’s tabs

Connect to Outlook Calendar

Connect your Plan to the Outlook Calendar, get notifications and improve your time
management

Use Filters
There are many possibilities with different filters. Use them to quickly search needed tasks
sorted by label, assignment, date, etc.

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Advanced

Automate tasks with Power Automate

To save you time on manual task creation, reduce human error, have a better view of
important events and increase personal and team productivity, leverage Power Automate for
Planner.
There is infinite number of use cases: creating tasks after a certain event occurs, automation
of the review and approval process, sending automatic notifications when a task is
completed, creating tasks from a Teams message, and others.

Explore use cases

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Scenario
Project

Planner is an easy, simple, and user-friendly project management tool. It’s ideal if your
project task don’t require adding complex metadata or defining task dependencies.

Create buckets in Planner that correspond to project stages and create tasks accordingly:
Conception and Initiation
Definition and Planning
Launch and Execution
Performance and Control
Project close

Then, add required steps for each stage and specify the details:

Checklist
Timeframe,
Level of priority
Attachments
Assignees

In this way, no task will be abandoned, and everyone will be clear about their
responsibilities.

Learn more about project management with Teams

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Marketing Content

Planner is a perfect tool to organize marketing activities. Use it to structure your content
publishing rhythm, launch marketing campaign, design website pages, collaborate on social
media posts, webinars, etc.

Using Planner will allow you to see the bigger picture, have a better overview of all
upcoming tasks, and discipline each team member to stick to deadlines, and collaborate in a
more transparent and smooth way.

Learn more

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Sales

Oftentimes, members of multiple teams collaborate on closing a sales deal. Besides sales
reps who communicate directly with the potential customer, the tech or product team can
be involved to customize the solution, executives, legal representatives, marketers,
members of the Customer Success teams, and others.

Leverage Planner to better organize teamwork. Create buckets that represent different stage
of the deal progress or, perhaps, the teams that are involved in the collaboration process.

Then create and assign tasks to the right people. Everyone will know exactly what to do
every step of the way, creating alignment and independency in the way each person
contributes to the deal collaboration.

Streamline sales
collaboration at scale

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Onboarding

When you hire a new employee, it’s important that they are quickly integrated into their
team and get acquainted with their responsibilities and expected results.

Use Planner to organize the onboarding process. Create a separate team for each new
employee and add a plan with all the tasks they need to complete to onboard successfully.

Structured and well-defined onboarding process will not only increase job satisfaction of
your new hires. It will also take some weight off the shoulders of your managers, save you
time and money on training a new employee, and greatly increase productivity in the
workplace.

Streamline your
onboarding process

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Create Planner
templates in
Planner templates

If you use Planner to work on your repeatable tasks, you may want to find the way to build
Planner templates to save yourself some time on building everything from scratch each
time.

nBold enables you to streamline your collaboration processes at scale.

Forget about starting from zero. We’ll do the heavy lifting so you can focus on what matters.

Create your own templates in Microsoft Teams just once. Add all the tools and content your
teams require for efficient collaboration, including Microsoft Planner.

Then, automate team creation and get ready-to-go teams whenever you need.

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Planner Templates

Pre-configured teams. Create fully equipped teams from custom Collaboration Templates in
a few clicks. Channels, tabs, files, folders, tasks, settings and the right members are already
included

Strong Governance Policies. Technology that is built to solve your IT challenges: Naming
Convention, Targeting Audience, Permanent Membership, Enforced Privacy, and more.

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Planner templates

The most effective way to scale Planner is by using Collaboration Templates.

With Collaboration Templates you can create dozens of teams from your own Template
Catalog with pre-built Planner and other content for your key processes:

Project Management
Sales Management
Crisis Management
Recruitment
Onboarding…
And more! You name it.

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How it

Step 1: Install and set up the nBold app

You can find the app here. Talk to our team to start your onboarding.

Step 2: Create the Original team

Build a team that you want to use as a template. Create necessary channels and add all the
content you need. Add Planner as a new tab in the right channel. You can add an
existing one or build a new plan using previously described steps.

Step 3: Create a new template from the Original team.

Open the nBold app, click +New template and select your Original team. Configure
governance rules during the template creation: Naming Convention, Audience Targeting,
Approval Workflow, Permanent Membership, etc.

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How it

The Template you build will be added to your Template Catalog. This Catalog contains all
your templates for different scenarios.

Allow your end-users to create dozens of teams depending on their needs.

Set it up

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What you will

Team with all the structure. In a few seconds you will get a fully-provisioned team with the
right frameworks and structure.

All content included. Your teams are fully equipped and have all the tools and data you need
to collaborate efficiently. Files and folders, tabs with any app, guidelines, and much more.

Ready to go Planner. And of course, your pre-built Planner, with all boards and tasks. Just
add task details, and easily scale it.

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Try

Book a meeting with our team and learn how to improve your collaboration efficiency.
During the call you will learn how to:

Define your own Microsoft Teams use cases

Identify your challenges around Microsoft Teams usage
Learn how nBold can fit into your organizational needs
Explore Collaboration Templates, Collaboration Governance, etc.

Get started

nbold nbold.co @nBoldco

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