We’ve looked at MS Planner, what it is, when to use it, but what are the most asked questions? Let’s take a look together.
How do I search?
It’s a simple question, with a not so simple answer…
MS Planner doesn’t actually have a built-in ‘Search’ option.
This doesn’t mean you can’t find things, instead you need to be a bit ‘clever’ about it.
Web Browser
If you’re using Planner in the web browser, then do you have a ‘Find’ available to you.
Use CTRL + F to activate the browser option.
This is going to search what it can see in the webpage – which will generally be the task names.
If extra information is in the task (e.g. assigned tasks, to do etc) and it’s displayed on screen, then this find will be able to see it.
Filter
The closest thing to search that’s built-in is the Filter command.
Look at the top right of the screen (any version) – to see the drop-down options
- Members
- Filters
- Group by
While it’s not going to find the exact item you’re searching for, it will reduce the number of tasks displayed giving you less to read through.
What’s other planner questions to answer?
How do I copy a bucket?
First off, let’s make sure that we are on the same ‘page’ when we say buckets.
Buckets is the term used to group tasks together.
Whether you’re using them to take an idea through a process, or group tasks together (chapters / processes) or something else, buckets help you to organise tasks.
So, if you’ve got similar projects planned out, you may want to use or reuse an existing bucket structure. In that case, it makes sense to want to copy them.
Sadly, this is another option that doesn’t specifically exist (currently) in MS Planner.
You can copy an entire plan, or the tasks, but not a bucket and it’s associated tasks.
The best alternative is going to depend on what you need to create.
If it’s basically the whole plan, then it makes sense to create a new plan, based on an existing one.
Alternatively, you can copy some of the tasks and paste it into the new bucket.
How do I change a label name?
Labels can be added to individual tasks.
They can be used with the Filter option, to group similar items together.
Open the task to see the full card.
The second option is the labels.
You have a choice from a max of 25 labels.
The default name is their colour, which can be changed by clicking on the pencil on the right-hand side.
Labels run across the whole plan, if you change it in one task, it’s changed across all of them.
Next Steps
Have you got more questions that need answering? Book a Call and let’s talk about finding the answers together.
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