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Microsoft 365 Spotlight focus: Planner

Microsoft 365 has so many different products that users often feel overwhelmed with not knowing which ones to use and how to use them and then end up not using many of them at all.  In this blog series we will spotlight each of the Microsoft products and break them down to show you the benefits of using each one and how you can incorporate them into your business to help you to work more efficiently.

Microsoft Planner is an easy-to-use mobile and web-based application that comes with most business subscriptions.  With Planner you and your team can create project plans, assign and collaborate on tasks and see the team’s progress.  Planner allows you to create Kanban boards (a workflow management method which helps you visualise your work, maximise efficiency and become more agile) using content-rich task cards with files, checklists, labels and more.

Microsoft Planner is very easy to use, each project is stored as a card that can be accessed easily from your dashboard.  You can move things around and easily edit them.  It is the ideal solution for a team who are looking for a basic task management app.

There are many advantages to using Microsoft Planner, particularly when using Planner and Teams together.  Microsoft has integrated Planner with Teams so you can add a Planner tab in one of your Team’s channels.  This allows your team to create and organise tasks with Teams.  Tasks can be launched and assigned within the Microsoft Teams platform, eliminating the need to switch back and forth between platforms.  All tasks can be viewed through Microsoft Teams as well as Microsoft Planner, making it less likely employees could potentially miss a vital task they need to complete.

If you are not using Microsoft Planner yet, it is definitely worth seriously considering starting to use it within your business.  It can transform the way your team works together and manages projects.  If you feel overwhelmed by the various features of Planner, including its integration with Teams, and are confused about how to set it up to use it to its full potential, our team at Ilkley IT can help you.  We will talk you through every aspect of Microsoft Planner and Teams, explaining each feature and how it works to ensure you are up and running in no time!

 

Microsoft 365 Spotlight focus: OneDrive

Microsoft 365 has so many different products that users often feel overwhelmed with not knowing which ones to use and how to use them and then end up not using many of them at all. In this blog series we will spotlight each of the Office products and break them down to show you the benefits of using each one and how you can incorporate them into your business to help you to work more efficiently.

OneDrive is the Office cloud service that connects you to all your files. You can store and protect your files, share them with others and access them at any time of the day from any location and from any device. You can share photos, Office documents, other files and entire folders.

One of the biggest benefits to your business is OneDrive’s file sharing and collaboration. This can transform how you work in your business, particularly now that most of us are working remotely and from home. You will no longer have to email large attachments or try to keep track of multiple versions, you can simply save your file to OneDrive, share the file with the relevant people and you will always have the most up-to-date version. This will eliminate any worries of not working on the latest version. There is also an option to view the version history and restore older versions of files if needed at any point.

There is also real-time co-authoring on documents saved on OneDrive, meaning you can work on files at the same time with colleagues and external people. You will be able to see their changes and they will be able to see yours, as you make them. This will increase productivity and will really help to speed up the length of time it takes to get work completed.

If you are worried about keeping your information secure, the files and folders you store in OneDrive are private until you decide to share them. OneDrive files and folders can be shared with colleagues in your business as well as externally, but again, this is completely within your control as you can see who a OneDrive file is shared with and stop sharing any time. You can also restrict the level of access.

OneDrive can also be used to connect you to your files in Microsoft SharePoint and Teams, which we will also cover as part of this series.

If you are not using OneDrive yet, it is definitely worth seriously considering starting to use it within your business. It can transform the way you work with your team and external people. If you feel overwhelmed by all the different features of OneDrive and are confused about how to use it to its full potential, our team at Ilkley IT can help you. We will talk you through every aspect of OneDrive, explaining each feature and how it works to ensure you are up and running and using OneDrive in no time!

Contact us today, we would love to have a chat with you!