New Microsoft Planner App Gets Goals Feature to Enhance Task Management and Tracking
Published: Sep 06, 2024
Key Takeaways:
- The Microsoft Planner app has added a Goals feature that allows users to set and track objectives.
- Users can filter and group tasks by goals in various views to better align tasks with the overall objectives.
- The Goals feature is available for customers with Planner Plan 1 or higher licenses.
Microsoft has released an update for the new Planner app that brings a new Goals feature that helps users set, track, and manage goals. This update provides tools for organizing tasks, monitoring progress, and managing team contributions.
In the Board view, the new Microsoft Planner users can organize tasks according to specific goals, making it easier to manage and align them with overall objectives. Users can also filter tasks by goal to focus on subtasks that directly support the goal.
In the People view, Microsoft Planner users can group or filter tasks by goal to see who is responsible for each goal. In the Grid view, users can add a column to view the goal associated with each task, making it easier to understand the connection between tasks and goals.
The Charts view lets users apply filters to view data related to specific goals. This feature helps users track progress and make informed decisions to ensure goals are met effectively.
How does the goals feature work in the new Microsoft Planner?
To get started with the goals feature, Microsoft Planner users will need to follow these steps:
- In Microsoft Planner, open a premium plan and click Goals in the header to navigate to the Goals view.
- Now create goals by clicking the “Add goals” option and entering details such as the title, status, and end date.
- Select a goal and then add a description, priority, and start date.
- Select the “Connect tasks” option and choose the specific tasks to link them to goals.
Microsoft advises that each plan should be limited to 10 goals to encourage best goal-setting practices. It’s recommended to focus on 3-5 well-defined goals to keep plans manageable and increase the likelihood of success.
Microsoft notes that customers with a Planner Plan 1 or higher license will be able to view, create, or edit goals within a plan. However, customers who don’t have a premium Planner license will need to click on the diamond icon to start a free 30-day trial of the advanced capabilities in Planner.