Microsoft Planner - Tracking progress and Schedule

Overview

From the main planner window, you can click the Charts tab at the top to view a few charts in MS planner. It is very important for members to update the status of their tasks, so this information is accurate to assess if the plan is on track or not. NOTE: Keep in mind that Planner is used for small projects and therefore these charts do not track dependencies and subprojects like Gantt charts.

Procedures

Charts tab

What do the planner charts show?

• Tasks that are past due, not started, in progress, and completed as well as the number of tasks that remain incomplete.
• What team member has the most tasks assists in evaluating if some tasks may need to be filtered to other members to stay on track for completion of the plan.
• Are urgent or important tasks incomplete. The bar chart view shows tasks marked urgent, important, medium, and low priorities. You can filter to follow-up with team members to see if they need assistance.
• Status of tasks in each bucket. A bar chart shows each bucket and the tasks assigned to these buckets. If you hover over each bar, the bucket name and status show in a pop-up window. https://www.computerworld.com/article/3586185/microsoft-planner-cheat-sheet.html

1. Click the Charts tab.

The Charts associated with the plan appear.

[Chart window showing buckets, tasks, and status]

Schedule tab

Shows tasks in a calendar view.

[Calendar view of Tasks shown on start dates]

References/Links

View charts of your plan's progress

Last Reviewed:  12-Sep-2023