OFFICE 365

’PREVIEW’
PLANNER
Munkhbayar Basbish
Financial analyst
TEA M W O RK O RGA N IZ ED
 TRADITIONAL TEAMING

TEAMING TODAY
62% of employees work from multiple locations in a
month1

1.
 MODERN WORKPLACE CHALLENGES
30% of executives say the
greatest challenge to executing
strategy is
the failure to coordinate across
units1

25% of the average worker’s day is

wasted on nonproductive
40% of productivity is activities3
lost when switching
tasks2

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.”
 CHAO Procurem
ent
ORGANIZE
Operations S Facilities
D
Marketing

Accounting

Strategy

Sales

Support

Sales
Desi
gn
 CHAO Procurem
ent
ORGANIZE
Operations S Facilities
D
Marketing

Accounting

Strategy

PLANNER
Sales

Support

Sales
Desi
gn
G E T ST A RT E W ORK T O G ET ALWAYS ST
D Q U I CKL H ER W I T H O U T C AY INFORM
Y H AOS ED
 FOR EVERY INDIVIDUAL & TEAM

PROJECT
PMO /
PORTFOLIO
Executives and
M ANAGEM E
Project Teams
NT
WORK
Ad Hoc
M ANAGEM EN
Teams
T
TA S K
Individua
M ANAGEM EN
ls
T

Lo Medium High
w
LEV ELO FCO M P LEX I T
Y
Planner Overview
Launch Planner by
simply clicking on the
Planner tile in Office 365
App launcher
 Group tasks
by buckets,
assignments, or
progress for
different views of
your plan.
Planner Hub shows
all of the plans
you’re
working on.

Plan tiles showcase key

metrics associated
with your favorite
Plans.
The Charts view
shows how your
plan is progressing,
with assignment
details.

Quickly see things

like who needs
some help, which
tasks are running
late, and what’s left
to do overall.
My tasks presents all
tasks assigned to
you, across all your
plans.
Create anew plan
with just a single
click.
Click atask 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.
 Add labels to
tasks to drive
specific attention
to a certain set of
tasks.

Have
conversations
around tasks to ask
questions or discuss
work with the
team.
Access your plans
and task assignment
email notifications
via any mobile
device.
 Thank you

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