Hi Matt, Thank you for your video and coaching. I was hoping you can help me out. Can you use planner to create a top 10 project list. What I am trying to accomplish is a dashboard for each project that my team is working on. I want them each to take the top project they are working on for this QTR and update the project. I would like to share the Dashboard with my leadership team. Is this possible? I normally do this in Excel, but I want a more efficient way and want to make sure I am able to get my team to update it monthly.
If I understand you correctly, then no - that holistic dashboard of all work is missing from Planner. Planner is group specific work, not organisation. Lots of my customers ask for this, but I can't see a good way to do it.
@@CollaborationCoach I think I was able to stumble upon it, but it is called Planner Hub. Maybe you can expand on that if you are aware of it. My thought was that you can create a Team (Similar to a department) and then under that team create channels and each channel has a project. Then you can go to Planner Hub and add them as your favorite. If you didn't know about that check it out, if you do then maybe i may be missing something and hopefully you can clear it up. Thanks again for the quick response.
Jeff Lee ...And if you have To-Do in use, the tasks on all Planners / Teams that have you designated on, will also be consolidated in To Do. So a couple of ways. One major downside if you have a personal Office 365 (for family use) and a Work subscription, there is no way to see To-Do or Planners in one consolidated view. One needs to log into different log-ins. Am hoping that this can be fixed
Love this bite sized learning keep them coming
Hi Matt, Thank you for your video and coaching. I was hoping you can help me out. Can you use planner to create a top 10 project list. What I am trying to accomplish is a dashboard for each project that my team is working on. I want them each to take the top project they are working on for this QTR and update the project. I would like to share the Dashboard with my leadership team. Is this possible? I normally do this in Excel, but I want a more efficient way and want to make sure I am able to get my team to update it monthly.
If I understand you correctly, then no - that holistic dashboard of all work is missing from Planner. Planner is group specific work, not organisation. Lots of my customers ask for this, but I can't see a good way to do it.
@@CollaborationCoach I think I was able to stumble upon it, but it is called Planner Hub. Maybe you can expand on that if you are aware of it. My thought was that you can create a Team (Similar to a department) and then under that team create channels and each channel has a project. Then you can go to Planner Hub and add them as your favorite. If you didn't know about that check it out, if you do then maybe i may be missing something and hopefully you can clear it up. Thanks again for the quick response.
Jeff Lee ...And if you have To-Do in use, the tasks on all Planners / Teams that have you designated on, will also be consolidated in To Do. So a couple of ways. One major downside if you have a personal Office 365 (for family use) and a Work subscription, there is no way to see To-Do or Planners in one consolidated view. One needs to log into different log-ins. Am hoping that this can be fixed
Do you know alsa adding a copied plan to an existing group?
I've tested that and couldn't do it. It always creates a new group.