Posted on
project management

Register to learn to increase organization-wide engagement with this web seminar “5 Methods to Skyrocket Your Business Engagement with Yammer!”


Improve your understanding on Microsoft Planner through our blog series

  1. Using Microsoft Planner
  2. 5 Smart Strategies for Organizing Microsoft Planner
  3. Agile Project Management Software with Microsoft Teams &amp Planner
  4. Things To Use &amp When: Microsoft Project versus. Microsoft Planner

Within our current fast-paced world, companies need to adjust to stay competitive. It’s not the very best who prevail, but individuals who are able to rapidly adjust to new needs.

In IT—especially software development—traditional project management software approaches were too rigid and out-of-date. Even when a person requirement made an appearance straightforward, it had been tough to estimate a forecast on effort and necessary development time.

What’s agile project management software?

Agile project management software emphasizes the end product and also the satisfaction from the customer. Progress is definitely checked within an iterative process and workflows are adjusted as necessary. The work team manages itself in a nutshell and regular times. This is accomplished with an advanced of person responsibility, so less monitoring is needed.

This agile project management software approach is described in four key messages in the Agile Manifesto printed in 2001:

  1. People and interactions tend to be more important than processes and tools
  2. Working software takes priority over extensive documentation
  3. Collaboration using the customer is much more important than contract settlement
  4. Answering change is much more important than sticking with an agenda

Which Procedural Models exist for Agile Project Management Software?

Different types are utilized in agile development processes. The very best-known representatives are:

  • Kanban
  • SCRUM
  • Extreme Programming (XP)
  • Feature Driven Development (FDD)

In the following paragraphs you want to take particular notice in the Kanban concept. To ensure that we are able to make use of this meaningfully with Microsoft Planner, I suggest a fast refresher from the model, that is very nicely described around the kanbanblog.

Learn to harness the strength of agile project management software with Microsoft Teams and Planner. Click To Tweet

Office 365 provides us some various solutions, that really help to effectively manage projects. To be able to effectively perform project in line with the Kanban model, five different criteria should be thought about:

1. Project Initiation

Obvious rules and procedures clearly communicate the framework conditions. Additionally, all project people are adjusted towards the common goal: satisfying customer needs.

2. Visualization

Japan term Kanban could be converted as “visual” (kan) and “card” (ban). All necessary task information should therefore be focused on cards and visualized clearly. Types of similarly info are task titles and descriptions, processors, expiration dates, task statuses, dependencies on other tasks, fulfillment criteria, etc.

3. Operate in Progress

The distinguishing feature from the Kanban model may be the small group of bottlenecks and maximum scope of tasks and occasions inside a development or planning phase. An worker must only focus on no more than two tasks at any given time to become productive. When it comes to an exact scope estimate, a procedure phase must take no more than 1-4 days. This permits the agile and dynamic reaction to altering project needs. Maintaining this model minimizes disruptions and increases quality as well as on-time delivery .


Blog: Office 365 Groups versus. Microsoft Teams (Revisited)


4. Service Levels

To become in a position to react much more flexibly to altered needs, a visible categorization and prioritization is suggested. Another task can be included to the WIP phase at short notice, although the most of tasks (without priority) may curently have been assigned. On the other hand, if additional jobs are carried out by employees by themselves, other work ought to be completed prior to the finish from the phase.

5. Management

In line with the core messages of agile project management software, the work people must always communicate, evaluate and adapt the work they do within an iterative process. No matter comments per task, Microsoft Teams produces the optimal platform to align the work.

Consequently, these five criteria is now able to implemented at work 365 with Microsoft Planner and Teams. Let’s take particular notice each and every.

The Planner Dashboard or Planner Hub summarizes any plans or projects where the user has access because of membership rights. Here the consumer can:

  1. See the amount of tasks within the corresponding status, instantly
  2. Go straight to the right plans and
  3. Show me an introduction to the duties allotted to me.

Them  in Microsoft Planner provide exactly the thing you need for any Kanban process model. Registered details are instantly stored, and that’s why there isn’t any save button within the interface.

A listing enables you to definitely “promote” individual criteria having a click. This boosts the versatility whenever a task includes several sub-tasks. If one of these is considerably more extensive, it can be allotted to another task.

A similarly good option would be to display criteria and/or attachments around the dashboard so that you can see all relevant information instantly.


Would like to learn how you can accelerate tech intensity at work 365 as well as your modern workplace?

Browse the killer speaker selection in the 2020 #ShiftHappens Conference!


To become able to keep quality as well as on-time delivery, it’s incredibly necessary to stick to the factors for that Work-In-Progress principle (see above). However, the phase design is dependant on the type from the project and may therefore differ. For instance:

Software Project: Six Phases:

New =&gt Analysis =&gt Development =&gt Test =&gt Implementation =&gt Completed

Advertising Campaign: Four Phases:

New =&gt Being Debated =&gt Implementation =&gt Completed

The work phases can be simply produced using Planner Buckets and permit a obvious visualization from the tasks per phase around the Planner Board. For bigger projects with lots of tasks and team people, additional filters and views in the board may be used to further be sure that the details are presented clearly.

Labels function in Planner enables us to classify tasks. Thus, priorities could be set and dependencies or any other connections could be visualized (e.g. owned by specific assemblies).

You should use multiple labels per task. However, I would suggest that certain stays with one qualifying criterion. If you are using labels for prioritization (see screenshot), then labels 5 and 6 shouldn’t classify set up A or B. This might confuse the work people. If multiple criteria are anyway necessary, then a minimum of this classification ought to be clearly defined within the initiation.

Like a final granular area of the Kanban model, conferences ought to be regularly conveyed through chat in Microsoft Teams. All notes and shared files from the meeting are stored inside a chat log. By copying the job link, another chat may also be began additionally to task comments around the Planner card. I additionally recommend directly integrating your plan like a tab inside your team.

project management

There are numerous software programs which help to manage and monitor projects. These programs may also support agile models. The very best-known representative in the Microsoft world is unquestionably Microsoft Project, or Project Online. These solutions are perfect for large and sophisticated projects and therefore are really worth their cost. However, with regards to easier projects and smaller sized team sizes, using Microsoft Planner in conjunction with Microsoft Teams in the Office 365 platform is optimal.

Microsoft Planner appears to become a perfect fit for agile project management software. All of the functions that certain needs like a project member (particularly on the relatively small-scale project) are available there. The only real potential concern is the limitation to 6 labels for the next visual classification. Here’s wishing this will get enough votes to become remedied within the near-future.


Like that which you read? Make sure to sign up for our blog for additional on Microsoft Teams and Planner.