Planning with Planner
(session presented at SharePoint Konferenz 2017, http://sharepointkonferenz.de/2017/agenda.aspx)
The session will be end-to-end overview of Microsoft Planner functionality and features. Even if attendees didn't have any opportunity to work with Planner prior to this session, it is not an issue. After this session, attendees will know how to create Plans, work with Tasks and Buckets, and to manage collaborative projects for their teams with ease.
2. Dragan Panjkov
Microsoft MVP – Office Servers and Services
Consultant at K2 NE (www.k2.com)
Website and blog: www.dragan-panjkov.com
Twitter: @panjkov
3. Work Management Today
Introduction to Planner
Demo
Management and Extensibility
4. 30% of executives say the greatest
challenge to executing strategy is
the failure to coordinate across units1
62% of employees work
from multiple locations in
a month2
25% of the average worker’s time
goes into looking for information3
1. Harvard Business Review. “Why Strategy Execution
Unravels—and What to Do About It.”
2. Forrester Remote Work Survey
3. IDC. “The High Cost of Not Finding Information.”
Modern workplace challenges
6. Addressing the unique needs and workstyle of each group
Groups
Move from task to task with cross
application group membership
Graph
Discover content and people with
cross application intelligence
Trust
Control on your terms with cross
application security & compliance
Email and
schedule
Call and meetCreate, share, find
content
Connect
across the org
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
TASK
MA NAG E ME NT
Individuals
PROJE C T
PORT F OL I O
MA NAG E ME NT
8. W O R K M A N A G E M E N T F O R T H E
M O D E R N W O R K P L A C E
Planner
13. Sort tasks into buckets
Flag your tasks with labels
Set a preview picture for a task
Discuss a task with your team
Attach files, photos, or links
Add a checklist to a task
Add people to your plan
assign them to tasks
Add task start and due dates
Set and update task progress
Work on a file with Office Online
17. App launcher visibility
Control Planner tile visibility via service plan licensing
O365 Admin UI and PowerShell to set
Group creation permissions
AD policy limits which users can create Office 365 groups
Does not prevent users from using groups
Tenant Admins can still create groups
Naming conventions (In progress)
Enforce naming conventions during group creation/edit
Blocked word list, pre/post-fix strings, IT admin override
Additional controls
$Policy = Get-MsolSettingTemplate –TemplateId 62375ab9-6b52-47ed-
826b-58e47e0e304b
$Setting = $Policy.CreateSettingsObject()
$Setting[“EnableGroupCreation”] = “false”
$Setting[“GroupCreationAllowedGroupId”] = “--guid object id for
your security group --“
New-MsolSettings –SettingsObject $Setting
19. Planner Tasks API Overview (Beta)
Access data across Office 365 and Microsoft at one single
endpoint
Read and write to the Tasks API at:
https://graph.microsoft.com/beta/groups/<id>/planner/plans
https://graph.microsoft.com/beta/planner/plans/<id>/tasks
https://graph.microsoft.com/beta/me/planner/tasks
Retrieve $metadata document at:
https://graph.microsoft.com/beta/$metadata
Supports multiple OAuth 2.0 flows
Use common HTTP verbs like GET/POST/PATCH/DELETE
Plan
Owns
Contains
20. Resources
Planner on Microsoft Office Support
Planner demo on Microsoft Mechanics(video)
Planner session on Microsoft Ignite 2016
Microsoft Planner for Admins
Manage Office 365 Group Creation for Microsoft Planner
How to use Office 365 PowerShell to Manage Microsoft
Planner licenses
Changes to Planner tasks API (Office Dev blog, 12.7.2017)
The session will be end-to-end overview of Microsoft Planner functionality and features. Even if attendees didn't have any opportunity to work with Planner prior to this session, it is not an issue. After this session, attendees will know how to create Plans, work with Tasks and Buckets, and to manage collaborative projects for their teams with ease.
ABSTRACT: Microsoft Planner is a new experience in Microsoft Office 365 to organize work, manage and assign tasks and collaborate within your teams. We go hands-on and show you how to use Planner—including integrated experiences across Office 365. This show demonstrates how to get started with creating plans, assigning tasks and the things you can do while working through a plan. We walk through the integrated experiences with Office 365 Groups, board and chart views to visualize tasks and monitor progress—and finally what the team is building in the coming months.