For example, Asana has the built-in “trick” that allows one to create recurring tasks. Planner does have drawbacks in that it does not have features that are readily available in Trello and Asana. Screenshot of a template for creating Planner Tasks for flagged emails in Office 365 Outlook. The user can also choose to display the Task’s description or attachments as well, but only one of these items can be displayed on a Task in Bucket view at a time. For example, for Tasks with multiple steps, the user can create a checklist and then check “Show on card” to display the checklist. One can also customize what is displayed on each Task in a bucket. When the archivist completes a Task, one can choose “Completed” in the progress drop-down box and the task will by default hide itself at the bottom of the Bucket column, decluttering itself from “In Progress” and “Not Started” tasks. Buckets can be titled by project topic rather than progress, a departure from the traditional Kanban board organization scheme and a way to consolidate different projects of the same departmental unit at an institution into one Plan rather than creating several. These built-in features are especially useful for tracking with definitive deadlines in mind, such as grant-funded archival processing projects, reference questions, and events. Rather than moving Tasks across Buckets to signify progress, each Task card includes a progress drop-down box, a start date, and a due date. The visual differences and additional features make Planner an upgrade over Trello and Asana’s free-to-use versions for tracking archival collection processing projects, archival reference questions, and event planning.

Microsoft planner recurring tasks