A tool that we have used here at Redwing for a few years primarily for our CRM system.
We can assign and track customer interactions for all the team to see and update.
We also use Planner when planning future marketing campaigns and small projects.
We can view all the assigned tasks in one location making it easy to keep on top of and ahead of everything
It’s always easier to contact us via email rather than phone. We’re out training most days of the week
Accessible in Microsoft 365 or Microsoft Teams
Plan events, teamwork, small projects.
Easy to use interface.
Collaboration on files and with chat features
Assign, track and comment of plan tasks.
Task card with task details, comments, checklist, associated files and more
Task assignment, due date, importance and reminders all in one place
Task visibility and progress throughout team
Produced by Microsoft CoPilot
Microsoft Planner is a task management tool that is part of the Microsoft 365 suite.
It allows users to create and manage plans, assign tasks, and track progress.
It is designed to be intuitive and collaborative, enabling people to plan, manage, and complete task-based initiatives.
Planner is described as a Kanban solution that simplifies task management and to-do lists for teams, connected across Microsoft 365 apps.
It is an intuitive, collaborative task management tool that enables people to plan, manage, and complete task-based initiatives.
It is part of a suite of tools that Microsoft offers to project managers and their teams, helping to gather the elements of a project and create a project plan with a beginning, middle, and end
Combining these insights, Microsoft Planner is a versatile tool that enhances productivity and collaboration, offering a simple and familiar experience for managing tasks and projects within the Microsoft 365 ecosystem. Whether you’re working on daily tasks or complex projects, Planner provides a structured and efficient way to keep track of work and collaborate with team members.