The document discusses the challenges of modern teamwork and introduces Office 365 Planner as a solution for task management and team collaboration. It highlights features such as plan tiles, task organization, and progress tracking to enhance productivity and coordination among team members. The document emphasizes the need for tools that facilitate effective communication and organization in a diverse work environment.

1. T E A M W O R K O R G A N I Z E D
OFFICE 365 PLANNER
’PREVIEW’
DAVID J. ROSENTHAL
CEO, ATIDAN
MICROSOFT BRIEFING CENTER, MALVERN, PA
MARCH 9, 2016

2. TRADITIONAL TEAMING
TEAMING TODAY
1. Forrester.
62% of employees work from multiple locations in a month1

3. 30% of executives say the greatest
challenge to executing strategy is
the failure to coordinate across units1
40% of productivity is
lost when switching tasks2
25% of the average worker’s day is
wasted on nonproductive activities3
1. Harvard Business Review. “Why Strategy Execution
Unravels—and What to Do About It.”
2. Microsoft. “Sell in the Now.”
3. IDC. “The High Cost of Not Finding Information.”
MODERN WORKPLACE CHALLENGES

4. Design
Marketing
Procurement
Operations
Sales
Accounting
Facilities
Support
Strategy
Support
Sales
Sales
CHAOS ORGANIZED

5. Design
Marketing
Procurement
Operations
Sales
Accounting
Facilities
Support
Strategy
Support
Sales
Sales
CHAOS ORGANIZED
PLANNER

6. G E T S T A R T E D
Q U I C K LY
W O R K T O G E T H E R
W I T H O U T C H A O S
A L W AY S S T AY
I N F O R M E D

7. Low Medium High
Ad Hoc Teams
PMO / Executives
and Project Teams
L E V E L O F C O M P L E X I T Y
TA S K
M A N A G E M E N T
W O R K
M A N A G E M E N T
Individuals
P ROJ E C T
P O RT F O L I O
M A N A G E M E N T
FOR EVERY INDIVIDUAL & TEAM

8. Planner Overview

9. Launch Planner by simply
clicking on the Planner
tile in Office 365 App
launcher

10. Planner Hub shows
all of the plans you’re
working on.
Plan tiles showcase key
metrics associated with
your favorite Plans.

11. My tasks presents all
tasks assigned to you,
across all your plans.

12. Create a new plan
with just a single
click.

13. The Board view
shows all of a plan’s
tasks, in columns, to
help keep things
organized.To add a task, type a
task name in the box,
press Enter, and then
keep typing to add
the next task.

14. Add new members
in a few simple
clicks.
Sort tasks into
buckets to help
break things up into
departments, phases,
or whatever makes
the most sense.

15. Click a task to give it a
due date. If the task
has a start date, you
can add that too.
Attach files and
links to tasks to
make it easy for all
team members to
find things and
collaborate.

16. Have conversations
around tasks to ask
questions or discuss
work with the team.
Add labels to tasks
to drive specific
attention to a
certain set of tasks.

17. Group tasks
by buckets,
assignments, or
progress for different
views of your plan.

18. In the Board view,
when grouped by
Progress, drag
tasks between the
columns to change
status.

19. Assign a task to
someone by
simply dragging
their profile
picture from the
top right onto
the task.

20. Quickly see things
like who needs some
help, which tasks are
running late, and
what’s left to do
overall.
The Charts view
shows how your plan
is progressing, with
assignment details.

21. Clicking the red
section of a team
member’s bar to
see that person’s
tasks, grouped by
progress, with late
tasks listed first.

22. Access your plans
and task assignment
email notifications via
any mobile device.

23. © 2015 Microsoft Corporation. All rights reserved.
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