充分利用Microsoft Planner的6種方法

Microsoft Planner is pretty simple to use, but some of its more useful features aren’t front and center. If you’re just creating and moving tasks, here are six ways to get a bit more out of Planner.?Here’s everything you need to know.

Microsoft Planner的使用非常簡單，但它的一些更有用的功能并不是居于首位。如果您只是創建和移動任務，可以通過以下六種方法來充分利用Planner。這是您需要了解的所有內容。

獲取有關任務的通知 (Get Notifications About Tasks)

If you’ve already connected Planner to your Outlook, you’ll already be getting notifications about due dates. But if you haven’t—or if you want to know when items have been assigned to you—there is an additional notification feature.

如果您已經將Planner連接到Outlook ，那么您將已經收到有關到期日的通知。但是，如果您尚未(或者您想知道什么時候分配了項目)，則可以使用附加的通知功能。

Click on the Settings gear in the top right of the Microsoft Planner and then select the “Notifications” option.

單擊Microsoft Planner右上方的“設置”齒輪，然后選擇“通知”選項。

This will open the Notification options panel. Choose one of the notification preferences and then select the “Save” button.

這將打開“通知選項”面板。選擇通知首選項之一，然后選擇“保存”按鈕。

If you choose “Someone assigns a task to me”, this will alert you through email, Microsoft Teams (if you have Teams), and with mobile push notifications (if you’ve installed the mobile app, which we’ll show you later on in this article). This feature is very useful when you’re working in a team, even if that’s just you and your partner using Planner to sort out the chores.

如果您選擇“某人向我分配任務”，它將通過電子郵件，Microsoft Teams(如果有Teams)和移動推送通知(如果您已安裝移動應用程序)提醒您，稍后我們將向您顯示在本文上)。當您在團隊中工作時，此功能非常有用，即使只是您和您的合作伙伴使用Planner來整理瑣事。

If you haven’t already connected Planner to your Outlook, then the “A task assigned to me is late, due today, or due in the next 7 days” option will alert you through email if you’re tardy with your tasks. This feature works really well, but it is persistent in telling you that a task is late. This may be great if you struggle to make deadlines and need reminders, but it may also be too much if it makes you feel demotivated.

如果您尚未將Planner連接到Outlook ，那么“任務分配延遲”，“今天到期或在接下來的7天內到期”選項將通過電子郵件提醒您。此功能確實很好用，但可以持續告訴您任務已延遲。如果您很難按時完成任務并需要提醒，那可能會很棒，但是如果您感到沮喪，那也可能會太多。

We’re fans of systems that help you get things done, so we prefer the latter option, but this choice is definitely a personal preference.

我們是幫助您完成工作的系統的粉絲，因此我們更喜歡后一種選擇，但是這種選擇絕對是個人喜好。

將計劃添加到收藏夾 (Add a Plan to Your Favorites)

When you start using Planner, your plans will show up in the “Recent Plans” section of the sidebar.

當您開始使用Planner時，您的計劃將顯示在側欄的“最新計劃”部分。

If you only have one or two plans, this is fine, but if you have multiple plans—and especially if you’re in a corporate environment where people may add you to plans unexpectedly—the “Recent Plans” section can get unwieldy pretty quickly.

如果您只有一個或兩個計劃，這很好，但是如果您有多個計劃，尤其是在公司環境中，人們可能會意外地將您添加到計劃中，那么“最近的計劃”部分很快就會變得笨拙。

You can add plans to the “Favorites” section of the sidebar instead. This gives you control over what plans you see, which makes finding your important plans much easier.

您可以將計劃添加到側欄的“收藏夾”部分。這使您可以控制所看到的計劃，從而使查找重要計劃變得更加容易。

To move a plan to the Favorites section, click on the star icon next to the plan name.

要將計劃移至“收藏夾”部分，請單擊計劃名稱旁邊的星形圖標。

The "Favorite" star next to the Plan name.

This will immediately move your plan to the Favorites section of the sidebar.

這將立即將您的計劃移至側欄的“收藏夾”部分。

To remove a plan from your Favorites, click the star icon again, and the plan will move back to the Recent Plans section.

要從收藏夾中刪除計劃，請再次單擊星號圖標，該計劃將移回到“最近計劃”部分。

更改任務分組 (Change the Task Groupings)

By default, your tasks are grouped in the buckets you use: To-Do, In Progress, Done, and whatever other buckets you’ve created. This isn’t the only way to group your tasks though, so Planner gives you the option to group tasks based on their properties, such as Due Date, Assignee, Priority, and more.

默認情況下，您的任務會按您使用的存儲桶進行分組：“待辦事項”，“進行中”，“完成”以及您創建的其他存儲桶。但是，這并不是分組任務的唯一方法，因此Planner允許您根據任務的屬性(例如到期日期，受讓人，優先級等)對任務進行分組。

To change your task groupings, click on the “Group By Bucket” button in the top right of the interface.

要更改任務分組，請單擊界面右上方的“按存儲區分組”按鈕。

Choose a different property to group your tasks by, and they will automatically rearrange. For example, if you choose “Priority”, your tasks will be grouped into new Priority buckets.

選擇一個不同的屬性來對您的任務進行分組，它們將自動重新排列。例如，如果選擇“優先級”，則您的任務將被分組到新的優先級存儲桶中。

To go back to viewing your tasks in the original buckets, just click “Group By” and choose “Bucket”.

要返回查看原始存儲桶中的任務，只需單擊“分組依據”，然后選擇“存儲桶”。

This feature is really useful for seeing tasks in date order, or, if you’re working in a team, by assignee, so you can see who’s overstretched and who doesn’t have enough work. If you use the colored labeling system to track a project, this can show you all the tasks for that project just by choosing to group by labels.

此功能對于按日期順序查看任務或(如果在團隊中)由受讓人查看任務非常有用，因此您可以查看誰工作過度，誰工作不足。如果使用彩色標簽系統跟蹤項目，則只需選擇按標簽分組即可顯示該項目的所有任務。

按特定屬性過濾任務 (Filter the Tasks By Specific Properties)

Grouping is one way of organizing your tasks, but you can also filter them to show just the tasks you want to see. In a team plan, this is useful to see just the tasks that are assigned to you or just the tasks for a specific label.

分組是組織任務的一種方法，但是您也可以過濾它們以僅顯示要查看的任務。在團隊計劃中，這對查看分配給您的任務或特定標簽的任務很有用。

To filter the tasks, click on “Filter” in the top right.

要過濾任務，請單擊右上角的“過濾”。

Click on one of the property names to choose a value to filter on. We’re going to filter on the “Urgent” value in the Priority property.

單擊屬性名稱之一以選擇要過濾的值。我們將過濾Priority屬性中的“ Urgent”值。

The Filter option showing the Priority filters.

The plan will now show just those tasks that have a priority of “Urgent”.

現在，該計劃將僅顯示優先級為“緊急”的那些任務。

Tasks filtered by a priority of "Urgent".

You can apply as many filters as you want at the same time, so you can filter for Urgent tasks with a Yellow label assigned to Jane and due next week, for example.

您可以同時應用任意數量的過濾器，例如，您可以為分配給Jane并在下周到期的黃色標簽的緊急任務進行過濾。

If the properties aren’t specific enough, you can also filter on keywords within the tasks.

如果屬性不夠具體，您還可以過濾任務中的關鍵字。

This will show any task that has the keyword anywhere in the title. To clear down the filter, click “Filter” again and then select the “Clear” button.

這將顯示標題中任何位置具有關鍵字的所有任務。要清除過濾器，請再次單擊“過濾器”，然后選擇“清除”按鈕。

The more tasks in your planner, the more useful filtering becomes.

規劃器中的任務越多，過濾就越有用。

生成有關您計劃的統計信息 (Generate Stats About Your Plan)

If you’re a manager who needs to report on your team’s work, you’ll know the importance of stats. Planner provides some basic charts to help you understand the current state of your plan in a way that makes it easy to report.

如果您是一位需要報告團隊工作情況的經理，您將了解統計數據的重要性。 Planner提供了一些基本圖表，可幫助您以易于報告的方式了解計劃的當前狀態。

To access the Planner charts, click Charts at the top of the plan.

要訪問計劃器圖表，請單擊計劃頂部的圖表。

This gives you some visual representations of the plan as it currently stands.

這使您可以直觀地了解當前計劃的狀態。

It also gives you a breakdown of tasks based on Priority and Assignee further down the page. These charts are useful to a point, but they aren’t particularly detailed or customizable. For that, you need to export your plan to Excel, where you can do the charting yourself, or plug the spreadsheet into a tool like Power BI to draw out the stats for you.

它還會在頁面的下方為您提供基于“優先級”和“受讓人”的任務明細。這些圖表在一定程度上很有用，但并不是特別詳細或可定制的。為此，您需要將計劃導出到Excel，在其中您可以自己做圖表，或者將電子表格插入Power BI之類的工具中以為您繪制統計信息。

To export the plan, click the three dots at the top of the plan and then select “Export Plan To Excel”.

要導出計劃，請單擊計劃頂部的三個點，然后選擇“將計劃導出到Excel”。

This will create a spreadsheet containing a snapshot of the data about the plan and the tasks, which you can use to create visual representations of your plan using whatever tool you want.

這將創建一個電子表格，其中包含有關計劃和任務的數據的快照，您可以使用該工具使用所需的任何工具來創建計劃的可視化表示。

安裝Planner移動應用 (Install the Planner Mobile App)

If you want to be able to check your plans on the go, you’ll need the Planner mobile app. Microsoft has made it very easy to get it without having to go to your app store; just click the “Get The Planner App” link at the bottom of the sidebar.

如果您想隨時隨地查看計劃，則需要Planner移動應用。 Microsoft使得無需訪問您的應用商店即可輕松獲得它。只需單擊側邊欄底部的“獲取The Planner App”鏈接。

The "Get the Planner app" option in the sidebar.

This will open up a panel where you can enter your phone number. Microsoft will then send a download link to the proper app store. If you don’t want to use your phone number–or it’s a tablet that doesn’t have a phone number—you can provide an email address instead.

這將打開一個面板，您可以在其中輸入您的電話號碼。然后，Microsoft將發送下載鏈接到正確的應用程序商店。如果您不想使用電話號碼-或平板電腦沒有電話號碼-您可以提供一個電子郵件地址。