Are you tired of seeing the same old view in your Microsoft Planner? Want to customize it to better suit your needs? You're in luck! Changing the default view in Planner is a breeze, and we're here to guide you through the process. Let's dive right in.
Before we start, it's essential to understand that Microsoft Planner offers several view options, including Board, Chart, and Schedule views. Each view is designed to help you manage your tasks and projects differently. So, let's explore how to change your default view to make your planning experience more efficient.
Changing the Default View in Planner
Changing the default view in Microsoft Planner is a straightforward process. Here's how you can do it:
1. Open your Planner and click on the view you want to set as default. For instance, if you want the Board view to be your default, click on 'Board' at the top of your screen.
Setting a Default View
Now that you've selected your preferred view, let's make it your default view:
1. Click on the gear icon (Settings) at the top right corner of your screen.
2. Under 'Default to this view,' select your preferred view.
3. Click 'Save' to apply the changes.
Changing the Default View for Each Plan
If you want to set different default views for different plans, follow these steps:
1. Open the plan for which you want to change the default view.
2. Click on the view you want to set as default.
3. Click on the gear icon (Settings) and follow the same steps as above to set the default view for that specific plan.
Understanding Each View in Planner
Now that you know how to change your default view, let's briefly discuss each view to help you decide which one works best for you:
Board View
The Board view is an excellent choice if you prefer a Kanban-style layout. It helps you visualize the workflow and track tasks as they move through different stages. This view is perfect for teams that use Agile methodologies.
In the Board view, tasks are organized into columns based on their status, such as 'To Do,' 'In Progress,' and 'Done.' You can customize the columns to fit your team's workflow.
Chart View
The Chart view provides a graphical representation of your tasks, making it easier to see how much work is assigned to each person or bucket. This view is particularly useful for identifying potential bottlenecks and ensuring workload balance.
The Chart view displays tasks as bars on a chart, with the length of the bar representing the amount of work. You can filter the chart by labels, groups, or individuals to gain more insights.
Schedule View
The Schedule view is ideal for seeing tasks on a calendar, making it perfect for managing deadlines and milestones. This view is especially useful for teams that need to coordinate tasks over time.
The Schedule view displays tasks as events on a calendar, with the start and end dates clearly visible. You can also see the progress of each task right from the calendar view.
Grouped View
The Grouped view is a combination of the Board and Chart views. It displays tasks in a list format, grouped by labels or groups, and provides a graphical representation of the workload for each group.
This view is useful when you want to see tasks in a list format but also need to visualize the workload for each group or label.
Now that you know how to change the default view in Microsoft Planner and understand each view's strengths, it's time to experiment and find what works best for you. Happy planning!