充分利用Microsoft Planner的6种方法

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的使用非常简单，但它的一些更有用的功能并不是居于首位。如果您只是创建和移动任务，可以通过以下六种方法来充分利用Planner。这是您需要了解的所有内容。

获取有关任务的通知 (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.

如果您已经将Planner连接到Outlook ，那么您将已经收到有关到期日的通知。但是，如果您尚未(或者您想知道什么时候分配了项目)，则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.

单击Microsoft Planner右上方的“设置”齿轮，然后选择“通知”选项。

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

这将打开“通知选项”面板。选择通知首选项之一，然后选择“保存”按钮。

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.

如果您选择“某人向我分配任务”，它将通过电子邮件，Microsoft Teams(如果有Teams)和移动推送通知(如果您已安装移动应用程序)提醒您，稍后我们将向您显示在本文上)。当您在团队中工作时，此功能非常有用，即使只是您和您的合作伙伴使用Planner来整理琐事。

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.

如果您尚未将Planner连接到Outlook ，那么“任务分配延迟”，“今天到期或在接下来的7天内到期”选项将通过电子邮件提醒您。此功能确实很好用，但可以持续告诉您任务已延迟。如果您很难按时完成任务并需要提醒，那可能会很棒，但是如果您感到沮丧，那也可能会太多。

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.

我们是帮助您完成工作的系统的粉丝，因此我们更喜欢后一种选择，但是这种选择绝对是个人喜好。

将计划添加到收藏夹 (Add a Plan to Your Favorites)

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

当您开始使用Planner时，您的计划将显示在侧栏的“最新计划”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.

如果您只有一个或两个计划，这很好，但是如果您有多个计划，尤其是在公司环境中，人们可能会意外地将您添加到计划中，那么“最近的计划”部分很快就会变得笨拙。

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.

您可以将计划添加到侧栏的“收藏夹”部分。这使您可以控制所看到的计划，从而使查找重要计划变得更加容易。

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

要将计划移至“收藏夹”部分，请单击计划名称旁边的星形图标。

The "Favorite" star next to the Plan name.

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

这将立即将您的计划移至侧栏的“收藏夹”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.

要从收藏夹中删除计划，请再次单击星号图标，该计划将移回到“最近计划”部分。

更改任务分组 (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.

默认情况下，您的任务会按您使用的存储桶进行分组：“待办事项”，“进行中”，“完成”以及您创建的其他存储桶。但是，这并不是分组任务的唯一方法，因此Planner允许您根据任务的属性(例如到期日期，受让人，优先级等)对任务进行分组。

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

要更改任务分组，请单击界面右上方的“按存储区分组”按钮。

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.

选择一个不同的属性来对您的任务进行分组，它们将自动重新排列。例如，如果选择“优先级”，则您的任务将被分组到新的优先级存储桶中。

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

要返回查看原始存储桶中的任务，只需单击“分组依据”，然后选择“存储桶”。

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.

此功能对于按日期顺序查看任务或(如果在团队中)由受让人查看任务非常有用，因此您可以查看谁工作过度，谁工作不足。如果使用彩色标签系统跟踪项目，则只需选择按标签分组即可显示该项目的所有任务。

按特定属性过滤任务 (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.

分组是组织任务的一种方法，但是您也可以过滤它们以仅显示要查看的任务。在团队计划中，这对查看分配给您的任务或特定标签的任务很有用。

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

要过滤任务，请单击右上角的“过滤”。

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.

单击属性名称之一以选择要过滤的值。我们将过滤Priority属性中的“ Urgent”值。

The Filter option showing the Priority filters.

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

现在，该计划将仅显示优先级为“紧急”的那些任务。

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.

您可以同时应用任意数量的过滤器，例如，您可以为分配给Jane并在下周到期的黄色标签的紧急任务进行过滤。

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

如果属性不够具体，您还可以过滤任务中的关键字。

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.

这将显示标题中任何位置具有关键字的所有任务。要清除过滤器，请再次单击“过滤器”，然后选择“清除”按钮。

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

规划器中的任务越多，过滤就越有用。

生成有关您计划的统计信息 (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.

如果您是一位需要报告团队工作情况的经理，您将了解统计数据的重要性。 Planner提供了一些基本图表，可帮助您以易于报告的方式了解计划的当前状态。

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

要访问计划器图表，请单击计划顶部的图表。

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

这使您可以直观地了解当前计划的状态。

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.

它还会在页面的下方为您提供基于“优先级”和“受让人”的任务明细。这些图表在一定程度上很有用，但并不是特别详细或可定制的。为此，您需要将计划导出到Excel，在其中您可以自己做图表，或者将电子表格插入Power BI之类的工具中以为您绘制统计信息。

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

要导出计划，请单击计划顶部的三个点，然后选择“将计划导出到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.

这将创建一个电子表格，其中包含有关计划和任务的数据的快照，您可以使用该工具使用所需的任何工具来创建计划的可视化表示。

安装Planner移动应用 (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.

如果您想随时随地查看计划，则需要Planner移动应用。 Microsoft使得无需访问您的应用商店即可轻松获得它。只需单击侧边栏底部的“获取The Planner App”链接。

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.

这将打开一个面板，您可以在其中输入您的电话号码。然后，Microsoft将发送下载链接到正确的应用程序商店。如果您不想使用电话号码-或平板电脑没有电话号码-您可以提供一个电子邮件地址。