Tag: Microsoft 365 Planner setup

Microsoft 365 Planner Expert Consultant

| August 2, 2025

Microsoft 365 Planner Expert Consultant

It’s not easy to find a Microsoft 365 Expert in general but it’s really more of a challenge finding one person who can help you figure out Planner. Do you also need help with Trello? Check out the info here

One of my colleagues offer this service, if you’re interested in a consult, please reach out to me first and then I will do an introduction. Not every consultant is what you are looking for, so I will try to see if it’s a good match first. With 365 changing often and New Outlook now coming, Planner will be the hot topic as tasks in Outlook Classic move to “To do” that does work with Teams Planner. Interesting times coming ahead!

Microsoft Planner Features an intuitive interface that is designed to track project tasks for you and internal or external team members.

  1. Add External Guests
  2. Attach Files to Projects/Tasks (Share Files)
  3. Automate to Send Alerts/Notifications
  4. Automate Activity Changes/Log
  5. Create, Assign, Track Task Status
    1. Subtasks, Checklists, for Granularity
    2. Cross-Project Links
    3. Timelines/Roadmaps
    4. Track Dependencies/Blockers
    5. Milestones
    6. Cards/Boards/Kanban View
    7. Share Gantt Chart
    8. Sprints
  6. Collaborate with internal or external Users
  7. Customize Workflows
  8. Drag and Drop to Add Board and Schedule
  9. Export Tasks
  10. Generate Reports
  11. Intake Form to Submit/Manage Requests
  12. Intake Form to Capture Project Brief
  13. Integrate with Other Systems (Teams, Jira, OneNote, SharePoint)
  14. Link Files to Projects/Tasks
  15. Manage Changes and Requests at Project- and Portfolio-Level
  16. Search by Keyword
  17. Template Similar Tasks/Projects/Stored Data
  18. Version Control
  19. View
    1. Calendar Team Comm/Event Schedule
    2. Cross-Functional Project Tasks
    3. Cross-Project Dependencies
    4. Cross-Team Dependencies
    5. Dashboards for Daily Standups
    6. Multiple Projects, Roadmaps
    7. Resource Allocation, Capacity, Workload
    8. Task Status Between Tasks
    9. Workflow
    10. Workstream by Person, Priority
  20. Vendor Support, Implementation, Customizations