5 Ways to Improve Reporting in Microsoft Planner!
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Published 2024-03-05
From visualising project progress using Charts to personal task tracking, scheduling views, and even integrating Bing's Copilot for summarising tasks, this tutorial is your all-access pass to elevating your project management skills. Discover how to export Planner data to Excel and analyse it for deeper insights, taking your productivity and project clarity to new heights.
🎓 Learn How To:
Use Charts for Project Reporting: Visualise your project's progress with ease and precision.
Personal Task Reporting with Charts: Keep track of your tasks and milestones.
Leverage the Schedule View: Manage deadlines and project timelines effectively.
Integrate Bing's Copilot for Planner Summaries: Harness AI to summarise and streamline project management tasks.
Export Planner Data to Excel: Analyse your project data for advanced insights and reporting.
⭐️ Additional Resources:
🎓 Master Microsoft 365 Task Management: www.your365coach.co.uk/taskmanagement
🔗 Elevate your Microsoft 365 skills: www.your365coach.co.uk
📚 Secure our Free Microsoft 365 eBook: www.your365coach.co.uk/ebook
📰 Join our community: Instagram: @your365coach / TikTok: @your365coach
Video Timings:
00:00 Introduction
01:21 How to Report on Projects using Planner
04:10 How to Report on Personal Tasks using Planner
07:14 Using the Schedule and Calendar View in Planner
08:45 Using Copilot in Microsoft Planner
10:18 How to Export Data in Planner to Excel
11:56 Closing Thoughts
#MicrosoftPlanner #ProjectManagement #Your365Coach #Microsoft365 #TaskManagement
All Comments (4)
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Hello When exporting data from Planner to Excel, how can I have a field that contains “task start time” and another field that contains “task end time”
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You video to always really informative, thank you. Somebody who runs several people, the inability to get any reporting or graphing on all of the outstanding tasks for multiple teams and channels for a individual means that from a management perspective, it’s currently woeful. Hopefully it’ll come, but as a manager going into every single Team or channel and then looking at person a task and outstanding and then trying to consolidate that all to see whether they’re overloaded or just underperforming is incredibly time-consuming. In short, management should be able to have a view of all tasks for all teams and channels and then filter down based on individual. They’ve given this to the individual but not the guy who pays the bills. I hope I’m making sense.
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Can I use Planner premium to get a report of all tasks assigned to another user ACROSS ALL plans?
