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Thread: Managing projects with Ms Planner etc

  1. #1
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    Managing projects with Ms Planner etc

    Hi,

    We are a small office 10-15 employees where we are 3-4 Revit drafters. We use Office365.
    I have been looking into possible using Microsoft Planner to organise/keeping track of task for larger projects. Task that we could record are:
    - Engineering required - For example the draftee can specify members etc that has not been designed yet
    - Due dates - Milestone dates
    - DA/Ba process
    etc

    The advantage I see is when a Plan is create a corresponding Group is created as well. Emails related to this group can be copied manually or a rule with Flow can be setup (I think) to automate the process.

    The disadvantage is you can not view Plans/Task created in desktop version of Outlook.
    Doesn’t have as many bells and whistles as Trello for example.

    I realise this is not Revit related but we are all in the same industry and was hoping someone have any feedback using Ms Planner or any similar Task managing application and where we possible can centralise some of email correspondence.
    There are a lot of different applications out there but some seem to ‘overkill’ with way to many features that probably will never used.


    Thanks
    JH

  2. #2
    Forum Co-Founder Twiceroadsfool's Avatar
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    Quote Originally Posted by jh75 View Post
    Hi,

    We are a small office 10-15 employees where we are 3-4 Revit drafters. We use Office365.
    I have been looking into possible using Microsoft Planner to organise/keeping track of task for larger projects. Task that we could record are:
    - Engineering required - For example the draftee can specify members etc that has not been designed yet
    - Due dates - Milestone dates
    - DA/Ba process
    etc

    The advantage I see is when a Plan is create a corresponding Group is created as well. Emails related to this group can be copied manually or a rule with Flow can be setup (I think) to automate the process.

    The disadvantage is you can not view Plans/Task created in desktop version of Outlook.
    Doesn’t have as many bells and whistles as Trello for example.

    I realise this is not Revit related but we are all in the same industry and was hoping someone have any feedback using Ms Planner or any similar Task managing application and where we possible can centralise some of email correspondence.
    There are a lot of different applications out there but some seem to ‘overkill’ with way to many features that probably will never used.


    Thanks
    JH
    I looked at it for about a minute, before getting Trello.

    Sent from my Phablet. Please excuse typos... and bad ideas.

    Aaron Maller
    Director
    Parallax Team, Inc.

  3. #3
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    MS Planner is very limited compared to Trello. If you just want a simple task manager tool then Planner is ok, and it integrates well with the rest of the 365 suite. The biggest issue I have with almost all MS products is with syncing and login on mobile apps, Planner is really bad in this regard.
    If I had a choice I would go with Trello.

  4. #4
    Junior Member Kate's Avatar
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    In our office we've been using workflowy for some of our projects. It's lightweight and fairly intuitive, but with effective use of tagging you can get quite sophisticated in how tasks are assigned and tracked. I haven't used Trello or MS planner, so I can't offer much of a comparison, just another tool to check out.

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