467255 – Planner: Board view in My Tasks (archived)

Product:

Planner

Platform:

US Instances, Web, World tenant

Status:

Launched

Change type:

Links:

Details:

Board view in My Tasks offers a visual representation of your tasks similar to a kanban board, making it easier to track progress and manage your workload. See all your tasks at a glance and move them between columns to update their progress. You can group tasks by Plan, Progress, Due Date, and Priority, allowing you to tailor the board to your specific needs. Board view is available in addition to the existing grid view in My Tasks.

Change Category:
XXXXXXX ... free basic plan only

Scope:
XXXXXXX ... free basic plan only

Release Phase:
General Availability

Created:
2024-11-07

updated:
2025-02-14

Docu to Check

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MS workload name

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summary for non-techies**

XXXXXXX ... free basic plan only

Direct effects for Operations**

User Experience Disruption
If the Board view is implemented without proper training, users may struggle to adapt to the new interface, leading to confusion and decreased productivity.
   - roles: Project Managers, Team Members
   - references: https://www.forbes.com/sites/bernardmarr/2021/01/25/the-importance-of-user-experience-in-software-development/, https://www.nngroup.com/articles/why-user-experience-matters/

Task Management Inefficiency
Without preparation, users may not effectively utilize the new grouping features, resulting in mismanagement of tasks and missed deadlines.
   - roles: Project Managers, Team Members
   - references: https://www.smartsheet.com/content/importance-task-management, https://www.cio.com/article/243828/how-to-improve-task-management-in-your-organization.html

Configutation Options**

XXXXXXX ... paid membership only

explanation for non-techies**

Imagine you're organizing a large stack of legal documents or HR files on your desk. In the past, you might have had them in neat piles, each labeled with a sticky note to indicate what they were for, such as "To Review," "In Progress," or "Completed." This method works, but it can be a bit cumbersome when you need to quickly find a specific document or see how much work is left in each category.

Now, think of the new Board view in My Tasks as a digital version of this desk, but much more organized and flexible. Instead of physical piles, you have columns on your computer screen, each representing a different stage of your work process, similar to a kanban board. You can see all your tasks laid out in front of you, just like seeing all your files at once, without having to shuffle through them.

With this Board view, you can easily move tasks from one column to another, much like sliding a file from one pile to the next. This makes it simple to update the status of your tasks as you progress through them. You can also group your tasks in various ways, such as by the plan they belong to, their progress, due date, or priority. It's like having the ability to sort your desk files instantly by different criteria, depending on what you need to focus on at the moment.

This new view is an addition to the existing grid view, which is more like a traditional spreadsheet or list format. While the grid view is great for detailed information, the Board view offers a more visual and intuitive way to manage your workload, making it easier to keep track of everything at a glance.