In Q4 of 2016, Microsoft released Planner for Office 365. It is a lightweight, easy-to-use collaboration tool. Organizing teams takes just a few clicks. You can share files, pictures, chat about your current projects, assign tasks, and set timelines.

To give you an idea of how you can work with Planner, consider the following scenario:

Martin is setting up a new marketing plan. He plans on involving three other people at his company, Linda, Eric, and Naomi. Martin opens Planner and clicks on “New Plan”. He names the plan, provides the plan a valid email address, and adds a description. Once Martin’s plan is created, he selects the “Add Members” function to add Linda, Eric, and Naomi. From here, any of the members of the plan can edit the plan. Linda can log into Planner from her mobile device and add a task. Eric can add various attachments, like photos. Martin can set up meetings on the shared calendar. Everyone can communicate through the “Conversations” feature. Finally, while in the meeting, Naomi can take notes using the shared OneNote notebook. All of this is done with minimal effort – requiring no assistance from IT.

If you’d like to learn more, you can take a look at the following video:


We’d also be happy to arrange a demo of Office 365 for you so you can give Planner a try! Contact us today to set up an appointment!