project management printable project planner

Project management printable project planner plus#

Or you could design your columns by date, depending on the predictability of the matter and the workflow. You could leave due dates and assignments blank in the tasks so that you were just copying the columns and tasks and when you begin a new matter the deadlines, assignments, and other details are filled in. To get around this deficiency you could create a plan as a template and then copy it, rather than copying an actual plan. If it is a complex plan then that would require changing a whole lot of information. You can, however, copy a plan and make edits to it. There is no way to create a reusable template in MS Planner. In the column that opens on the right click “Notifications” at the top and check the box by the option “send email to the group when a task is assigned or completed”. If you want to leverage the group email address to notify everyone involved of progress at the top of the Planner page click the ellipses (…) and from the drop down menu choose “Plan settings”. When a task is due in 7 days, today or late you will also receive email reminders for tasks assigned to you. In Planner a task can be assigned to multiple people, which is unique in project management tools. For instance, for an estate planning matter your project template could include columns like “client onboarding”, “gather information”, “generate documents”, “review with client”, “finalize” and “completed”.īy default, anyone who is assigned a task receives an email notification. While you can certainly keep your columns (“swimlanes”) simple, like “to do” “doing” and “done” you can get creative. The initial view in Planner is organized as a Kanban board, which is part of the Agile project management methodology. These will be people from within your firm, company, or organization. When you create a new plan in Planner you will add members. A plan created through the stand-alone Planner can be linked to from a SharePoint site or you can create a new plan directly from within a SharePoint site.

Project management printable project planner plus#

Through Teams you can create a plan using “Tasks by Planner and To Do” by clicking on the plus sign in a Teams channel. You can incorporate Planner plans into SharePoint or MS Teams. There are several ways to create a Planner plan. If you don’t see it click on the square of squares icon at the bottom of that column to view all the applications available with your Microsoft 365 subscription.

Then on the far-left column mouse over the icons and find Planner, which looks like a green F. You can access Planner by going to and logging in with your business plan credentials. Within Microsoft 365 Planner is available as a browser-based application, on the iPhone or on Android. However, it is robust enough, especially for firms that are just starting out using a project management tool. Microsoft Planner is not as robust as other project management applications like Monday, Zoho, Asana or Trello. While To Do is part of the Microsoft 365 suite, Project is not. It is not available as a stand-alone product, unlike similar Microsoft apps To Do and Project. Microsoft Planner comes with Business and Enterprise versions of Microsoft 365. Microsoft Planner is more robust for managing a group than MS To-Do and can be incorporated into Teams and SharePoint. If you are curious if a project management tool would help your firm stay on top of multiple matters from a task-based perspective, as well as monitor your team’s progress without micro-management, consider starting with an app you already have if you are a Microsoft 365 business plan subscriber – Planner.

If you have explored tools to create task lists, with assignments and deadlines, you know that there are a whole lot of options on the market.