Use Planner

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Use Microsoft Planner to track customer support issues, like running a small IT support team.

Move a task

With buckets set up by priority, you can move tasks from one bucket to another based on their urgency.

  • Select a task you want to reprioritize and then move it to the bucket you want.

See everyone's availability and assign a task

Find an available team member and then assign a task to them.

  1. Select Charts.

  2. In the Members pane, find the team member with the fewest assigned tasks.

  3. Select Group by > Assigned To so Unassigned tasks appear first in the list.

  4. Select Members and drag the chosen team member onto the task to create the assignment.

View everyone's status

Look at all the tasks in Board view to see everyone's progress and balance how much work everyone has.

  1. Select Board > Group by > Assigned To.

  2. From the Assigned To view, you can:

    • See the bucket name under the task name so you can balance work by priority.

    • Drag-and-drop tasks to change who they're assigned to.

Close a task

When you're done with a task, close it to mark it as complete.

  • Select Complete task when you're finished with a task and want to close it.

Want more?

Create buckets to sort your tasks

Assign people to tasks

View charts of your plan's progress

You can use Microsoft Planner to track customer support issues.

For example, to run a small IT support team.

Set up your board by priority.

Here, newly created tasks start in the "Unprioritized" bucket, and can be sorted into a "High," "Medium," or "Low" priority bucket, or the "Backlog."

For example, replacing a "Damaged network cable" is relatively low priority.

To move it, drag it from the "Unprioritized" to the "Low priority" bucket,

And move urgent items like "WIFI Outage in Orcas Conference Room" to the "High priority" bucket.

To assign this task to the most available team member, select Charts.

In the Members pane, find the team member assigned the fewest tasks.

Select Group by > Assigned To so that the Unassigned tasks appear first in the list.

Then select Members and drag the chosen team member onto the task to create the assignment.

For daily standup meetings, you can select Board and then select Group by > Assigned To.

Here, team members can give status, and you can balance how much work everyone has.

You can: See the bucket name under the task name so you can balance work by priority,

Or drag-and-drop tasks to change who they’re assigned to.

And when you’re finished with a task, select Complete task.

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