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.
- Select Charts.
- In the Members tile, find the team member with the fewest assigned tasks.
- Select Board view, then select Group by > Assigned To. All Unassigned tasks appear first in the list.
- Drag and drop the unassigned task onto the chosen team member's section.
View everyone's status
Look at all the tasks in Board view to see everyone's progress and balance how much work everyone has.
Select Board > Group by > Assigned To.
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 the Mark task as complete radio button when you're finished with a task and want to close it.