rrt planner

If you’ve been using Microsoft Planner, then you will know there’s more to the application than meets the eye. Here are some features, tips, and tricks to help turn you from a Microsoft Planner novice to a Planner master.

如果您一直在使用Microsoft Planner ，那麼您將知道應用程式不僅僅具有視覺效果。 以下是一些功能，技巧和竅門，可幫助您從Microsoft Planner新手轉變為Planner管理員。

將表情符號新增到您的任務標題中 (Add Emojis to Your Task Titles)

Words are great, but sometimes emojis are better. You can add emojis anywhere in a task, but for “at a glance” help, the best place is in the task title.

單詞很棒，但有時表情符號更好。 您可以在任務中的任何位置新增表情符號，但是對於“一目瞭然”的幫助，最好的位置是任務標題。

Press the Windows key+. (period) to open the emoji picker (Command+Control+Space on a Mac) and then choose your emoji.

按Windows鍵+。 (句號)以開啟表情符號選擇器(在Mac上為Command + Control + Space)，然後選擇您的表情符號。

Having the emoji can be really useful for recurring tasks or tasks of a certain type. You can see visually what kind of task it is without having to read the text.

擁有表情符號對於重複執行的任務或某種型別的任務非常有用。 您可以直觀地看到它是什麼樣的任務，而無需閱讀文字。

Emojis can also be added to the bucket titles, which is useful for plans that have buckets for specific jobs, such as graphic design, comms, testing, etc. Or, you can add emojis to make it clear what each bucket represents.

表情符號也可以新增到儲存桶標題中，這對於具有用於特定工作的儲存桶的計劃(例如圖形設計，通訊，測試等)很有用。或者，您可以新增表情符號以明確每個儲存桶代表什麼。

No matter what you need them for, add emojis to your titles for better understanding and a more visual approach.

無論您需要什麼，都可以在標題中新增表情符號，以便更好地理解和採用更直觀的方法。

向圖塊新增附件，清單和註釋 (Add Attachments, Checklists, and Notes to the Tiles)

Adding emojis helps show what a task is, but it doesn’t help show how the task is progressing or what needs to be done.

新增表情符號有助於顯示任務是什麼，但無助於顯示任務的進度或需要完成的任務。

Any attachment, checklist, or notes text that you’ve added to the task can be shown on the tile to make it easier to see what’s going on.

您新增到任務中的所有附件，清單或註釋文字都可以顯示在圖塊上，以使您更輕鬆地檢視正在發生的事情。

Open the Planner task and choose “Show On Card” next to the element you want to show on the tile.

開啟“計劃程式”任務，然後選擇要在圖塊上顯示的元素旁邊的“在卡片上顯示”。

You can only choose one of the three, but you can change your choice at any time. Whatever you’ve enabled will be visible on the tile.

您只能選擇三個選項之一，但是可以隨時更改選擇。 無論您啟用了什麼，都將在圖塊上看到它們。

複製單個任務或整個計劃 (Copy a Single Task or a Whole Plan)

Do you have a single task that you need to recreate? Don’t bother rewriting the same task multiple times, just copy it.

您是否需要重新建立一個任務？ 不要煩惱多次重寫同一任務，只需複製它即可。

Open the task you want to copy, click the three-dot menu icon in the top right and then select the “Copy Task” button.

開啟要複製的任務，單擊右上角的三點選單圖示，然後選擇“複製任務”按鈕。

Choose the elements of the task you want to copy and then click “Copy.”

選擇您要複製的任務的元素，然後單擊“複製”。

You now have a copy that you can use to create new tasks. This is great for similar tasks you need to assign to different people, whether it’s a task with the same instructions, such as organizing a one-on-one meeting with your boss, or a task that a different person does each day.

現在，您有了一個可用於建立新任務的副本。 這對於需要分配給其他人的類似任務非常有用，無論它是具有相同說明的任務，例如與老闆組織一對一會議，還是其他人每天要做的任務。

If you use a whole bunch of similar tasks repeatedly—like a set of tasks you do for every project or a set number of weekly tasks—you can copy an entire plan.

如果您重複使用一堆類似的任務(例如您為每個專案執行的一組任務或一組每週的任務)，則可以複製整個計劃。

Click the three-dots menu icon at the top of the plan and then select the “Copy Plan” button.

單擊計劃頂部的三點選單圖示，然後選擇“複製計劃”按鈕。

The new plan will use the same name as the source plan but prefixed with “Copy Of.” Change it to the name you want, choose whether it will be publicly available to anyone in your organization, and click “Copy Plan.”

新計劃將使用與源計劃相同的名稱，但以“ Copy Of”為字首。 將其更改為所需的名稱，選擇是否對組織中的任何人公開可用，然後單擊“複製計劃”。

After a few seconds, your new plan will be visible in the “Recent Plans” section of the sidebar.

幾秒鐘後，新的計劃將在邊欄的“最近的計劃”部分中顯示。

Everything will be copied, except:

一切都會被複制，除了：

• Plan description
  計劃說明
• Plan Members
  計劃成員
• Plan Favorite status
  計劃收藏狀態
• Task Attachments
  任務附件
• Task Assignments
  任務分配
• Task Progress
  任務進度
• Task Dates
  任務日期
• Task Comments and activity
  任務註釋和活動

This works really well for template plans where you need a fresh version on a regular basis.

這對於需要定期更新版本的模板計劃非常有效。

在儲存桶之間拖動以編輯任務 (Drag Between Buckets to Edit Tasks)

By default, your tasks are grouped in the buckets you use: To-Do, In Progress, Done, or whatever other buckets you’ve created. Planner also gives you the option to group tasks based on properties, such as Due Date, Assignee, Priority, and more.

預設情況下，您的任務會按使用的儲存桶進行分組：“待辦事項”，“進行中”，“完成”或您建立的其他儲存桶。 通過Planner，您還可以選擇根據屬性(如截止日期，受讓人，優先順序等)對任務進行分組。

We’ve covered grouping in different buckets before, but here’s a quick recap.

之前我們已經討論了將分組分為不同的儲存桶，但是這裡有個簡短的回顧。

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

要更改任務分組，請單擊Microsoft Planner介面右上方的“按儲存區分組”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，如果您選擇“優先順序”，則您的任務將被分組到新的“優先順序”儲存桶中。

You can drag and drop tasks between these buckets to change the properties. Have you started testing and found some issues? No problem, group by “Progress” and drag the tasks you tested back into the “In Progress” column. Then, group by “Assigned To” and drag tasks into the buckets of the assignee who needs to resolve the issues or into the “Unassigned” bucket if anyone can pick them up.

您可以在這些儲存桶之間拖放任務以更改屬性。 您是否已開始測試並發現了一些問題？ 沒問題，按“進度”分組並將您測試的任務拖回“正在進行”列。 然後，按“分配給”分組，然後將任務拖到需要解決問題的受讓人的儲存桶中，如果有人可以將其拖到“未分配的”儲存桶中。

This process is much quicker and much more intuitive than laboriously opening each task and editing each field.

與費力地開啟每個任務和編輯每個欄位相比，此過程更快，更直觀。

在計劃檢視中新增任務和更改日期。 (Add Tasks and Change Dates in the Schedule View.)

If you like to see your tasks by Due Date, click the “Schedule” option at the top of the plan.

如果您想按截止日期檢視任務，請單擊計劃頂部的“計劃”選項。

This will open a calendar view of all your tasks. You can add new tasks, drag tasks to different days to give them new due dates, or move tasks off the calendar to remove the due date altogether.

這將開啟所有任務的日曆檢視。 您可以新增新任務，將任務拖到不同的日期以為其指定新的截止日期，或將任務移出日曆以完全刪除截止日期。

The Schedule shows the current month by default, but you can click the “Week” button to show a week view instead.

時間表預設顯示當前月份，但是您可以單擊“周”按鈕以顯示周檢視。

The Schedule view is the best way in Microsoft Planner to get a bird’s-eye view of everything you have to do. It’s much easier to understand your workload when you can see it visually.

計劃檢視是Microsoft Planner中獲得所需要做的一切的最佳檢視的最佳方法。 當您直觀地看到工作量時，瞭解工作量要容易得多。

Whether you view by Week or by Month, you can drag and drop any task to a new date to change the due date.

無論您是按周還是按月檢視，都可以將任何任務拖放到新日期以更改截止日期。

You can also drag any task from the “Unscheduled Tasks” list onto the calendar to give it a due date.

您還可以將任何任務從“計劃外任務”列表中拖到日曆上，以指定截止日期。

Conversely, you can also drag a task from the calendar into the “Unscheduled Tasks” list to remove its due date.

相反，您也可以將任務從日曆中拖到“計劃外任務”列表中，以刪除其截止日期。

Add new tasks by clicking the “Add Task” button, or by clicking on the Plus (+) sign on any date, which will automatically set the Due Date of the task to be that date.

通過單擊“新增任務”按鈕或單擊任意日期上的加號(+)，可以將任務的截止日期自動設定為該日期，從而新增新任務。

The Schedule view will give you a different perspective on your tasks, as well as providing an intuitive view of how much work is coming up.

計劃檢視將為您提供關於任務的不同視角，並提供即將進行的工作量的直觀檢視。

檢視計劃器檔案儲存中的所有附件 (See All Attachments in the Planner File Store)

Over time, a plan can have lots of attachments, whether they’re images, documents, spreadsheets, or anything else. If you want to find an attachment again, you can look at them in the file store.

隨著時間的流逝，一個計劃可以包含很多附件，無論它們是影象，文件，電子表格還是其他任何附件。 如果要再次查詢附件，可以在檔案儲存中檢視它們。

Click on the three-dot menu icon at the top of the plan, and select the “Files” option.

單擊計劃頂部的三點選單圖示，然後選擇“檔案”選項。

This will open a new tab in your browser, which shows the SharePoint site that stores all of the files from your tasks.

這將在瀏覽器中開啟一個新選項卡，其中顯示了SharePoint網站，該網站儲存了任務中的所有檔案。

You add, edit, or delete files, but be warned, if you delete a file from here, it will be deleted from your plan. However, if you have lots of attachments in your tasks and you need to find one quickly, this is how to do it.

您新增，編輯或刪除檔案，但是請注意，如果從此處刪除檔案，則該檔案將從您的計劃中刪除。 但是，如果您的任務中有很多附件，並且需要快速查詢附件，這就是解決方法。

With these tips and tricks, you’re well on your way to knowing everything you need to become a Microsoft Planner master.

有了這些提示和技巧，您就可以充分了解成為Microsoft Planner大師所需的一切。

翻譯自: https://www.howtogeek.com/670026/6-tips-and-tricks-for-becoming-a-microsoft-planner-master/

rrt planner