![]() ![]() Planner provides task tracking capabilities for collaboration experiences in Microsoft 365. Planner provides several interactive experiences including a task board, a charts page, and a schedule view, as well as integrations throughout Microsoft 365. Customers can use Planner to create plans, organize and assign tasks, share progress, and collaborate on content. Once a plan is set, migrate it into your project management system.The Planner API in Microsoft Graph provides a simple and visual way for teams to organize their work. Instruct team members to populate backlog items into the board on color-coded sticky notes.ĭuring meetings associated with planning, use the board to move items around the backlog and facilitate related conversations. Some instructions could include specifying certain colors to indicate which areas certain features fall under, or which reactions represent feature acceptance, and so on. Write instructions in a clear location on the board so team members know how to use it. Lay out the structure of the board with a project planning template or create your own. Your whiteboard is attached to the channel and you can begin planning.Įnsure your team knows about the channel and board by at-mentioning them in Teams. In the same channel, select the + button at the top, search for Whiteboard, and then select Save. ![]() Its name should be the period that you’re planning for (for example, "First quarter”). Navigate to your team in Teams, select the. If you want to set up regular planning meetings, do the following: Create a Planning channel in Teams and add a whiteboard To learn more, see Continue working on a whiteboard after a meeting. Select Export image from the Settings menu. Send a snapshot of the finished whiteboard to anyone who missed the meeting. Remind meeting attendees that they can find the whiteboard in their board picker. You can also include a link to the whiteboard. Send a message to the attendees with the outcome and any follow-ups. Here are some suggestions for following up after the meeting keeping your team informed: Upload images, including stock images from Bing.Ĭollaborative cursors make it easy to keep track of which meeting attendees are making which changes. Use sticky note reactions such as checkmarks or smiley faces to vote on ideas.ĭraw on the board or handwrite notes with the inking tool. ![]() Remind your team that they can use the following tools to collaborate in real time:Īdd sticky notes to keep track of new ideas. Use the highlighter tool or arrow shapes to call out key concepts.Īdd new sticky notes to keep track of the discussion. Here are some additional Whiteboard features you can use when leading the meeting:ĭirect your team's attention with the laser pointer tool. You can select the board you already prepared from the list or start a new board. In the Whiteboard section, select Microsoft Whiteboard. Select the Share icon in the meeting's share tray. Once the meeting starts, follow these steps to share your board: Once your board is ready, you can send a link to your team. To learn more, see Whiteboard features and functionality Upload images or relevant documents as PDFs. For example, you can add additional notes, change colors, or add highlight arrows. Or choose Project kickoff if you need to define your team's long-term goals.Ĭustomize the template to suit your needs. In the Create panel, select Templates > Project planning.Ĭhoose a template that best fits your needs. For example, choose the Daily Stand-up template to track workload and everyday tasks. Here are some suggestions for getting your whiteboard ready before the meeting:Ĭreate a new whiteboard from the board picker screen. Whiteboard is fully integrated into Microsoft teams, which makes it easy to plan projects before, during, and after a Teams meeting.Ĭheck out these tips for getting the most out of Whiteboard during your next planning session. Whiteboard provides a space for teams to think together, try out different ideas, and make the best plan. ![]()
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