如何在团队中使用Microsoft Planner

If you use Microsoft Teams to communicate and collaborate with your coworkers, there’s a good chance your team also uses Planner to manage work. Here’s how to use Planner in Teams and view your tasks next to your team chat.

如果您使用Microsoft Teams与同事进行沟通和协作，则您的团队很有可能还会使用Planner来管理工作。 这是在团队中使用Planner并在团队聊天旁边查看任务的方法。

Microsoft sees Teams as a “single pane of glass” through which you can see all your work in one place. The company has added integrations with other Office 365 (O365) apps, such as Word, Excel, Forms, Sway, and others, as well as a whole host of third-party apps.

Microsoft将团队视为一个“单一的窗格”，通过它您可以在一处看到所有工作。 该公司已增加了与其他Office 365(O365)应用程序(例如Word，Excel， Forms ， Sway和其他)的集成，以及许多第三方应用程序的集成。

One of the apps you can integrate is Planner, Microsoft’s to-do app. We’ve covered Planner in detail before. It’s a solid task manager with some nice touches and tight integration with other O365 apps, like Outlook. Planner is fine to use on your own, but it really comes alive when a team of people use it to move tasks between buckets, assignees, and dates.

您可以集成的应用程序之一是Microsoft的待办应用程序Planner 。 我们之前已经详细介绍了Planner 。 它是一个可靠的任务管理器，具有一些不错的功能，并且与其他O365应用程序(例如Outlook)紧密集成。 Planner可以很好地自己使用，但是当一群人使用它来在存储桶，受让人和日期之间移动任务时，它真的很活跃。

If you use Microsoft Teams for collaboration, and Planner for task management, it’s a no-brainer to link them so you can see your plans in Teams. You can also add new plans or display existing ones, and view all your plans and tasks in one place. You can even open your plan in the Planner app to do admin work you can’t do in Teams.

如果您使用Microsoft Teams进行协作，而使用Planner进行任务管理，那么将它们链接起来就很容易了，因此您可以在Teams中查看计划。 您还可以添加新计划或显示现有计划，并在一处查看所有计划和任务。 您甚至可以在“计划器”应用中打开计划，以执行团队无法完成的管理工作。

The client app offers the best Teams experience, so we’ll be using that, rather than the web app.

客户端应用程序提供了最佳的团队体验，因此我们将使用它，而不是Web应用程序。

如何为您的团队添加新计划 (How to Add a New Plan to Your Team)

Teams uses the concept of tabs, just like a browser. To add a new plan to your team, select the channel to which you want to add the plan. Click the plus sign (+) to the right of the tabs.

团队使用选项卡的概念，就像浏览器一样。 要将新计划添加到您的团队，请选择要将计划添加到的渠道。 单击选项卡右侧的加号(+)。

In the “Add a Tab” window, click the “Planner” tile.

在“添加标签”窗口中，单击“计划器”图块。

In the Planner window, select the radio button next to “Create A New Plan,” and then type a name for your Plan. Select the checkbox next to “Post to the Channel About This Tab” if you want to inform your team that you’ve created a new plan, and then click “Save”.

在“计划器”窗口中，选择“创建新计划”旁边的单选按钮，然后为您的计划键入名称。 如果您想通知您的团队您已经创建了一个新计划，请选中“发布到此选项卡上的频道”旁边的复选框，然后单击“保存”。

Your plan is created and now visible in the new tab.

您的计划已创建，现在在新选项卡中可见。

You’re up and running! You can start creating and assigning tasks just as you would in Planner.

您已经开始跑步了！ 您可以像在Planner中一样开始创建和分配任务。

如何向您的团队添加现有计划 (How to Add an Existing Plan to Your Team)

Adding an existing plan is slightly different. When you create a new plan—either directly through Planner or in a Microsoft 365/Office 365 (M365/O365) group—it has specific permissions. Who can see and edit the plan will be different in your Team, so you can’t directly add that plan to your Team.

添加现有计划略有不同。 当您直接通过Planner或在Microsoft 365 / Office 365(M365 / O365)组中创建新计划时，它具有特定的权限。 谁可以看到和编辑计划，在您的团队中将有所不同，因此您不能直接将该计划添加到团队中。

Even if your Team and plan have identical permissions at the moment, those are controlled in different places. Giving someone permission to a plan means giving them permission to the whole M365/O365 group in which it was created. Teams can’t integrate your plan in this situation because it can’t be sure which permissions to allow when someone new is added to the Team.

即使您的团队和计划目前具有相同的权限，也可以在不同位置进行控制。 向某人授予计划的权限意味着向他们授予创建该计划的整个M365 / O365组的权限。 在这种情况下，团队无法集成您的计划，因为无法确定将新成员添加到团队时允许哪个权限。

However, there’s another way to integrate a plan: you can use a link.

但是，还有另一种集成计划的方法：您可以使用链接。

Open the plan you want to integrate with Teams. Click the ellipsis (. . .) at the top of the plan, and then select “Copy Link to Plan.”

打开要与团队集成的计划。 单击计划顶部的省略号(。。。)，然后选择“将链接复制到计划”。

You’ll see a small banner at the bottom left telling you the link has been copied to your computer’s clipboard.

您会在左下方看到一个小横幅，告诉您该链接已复制到计算机的剪贴板中。

Now, open Teams and click the plus sign (+) to the right of the tabs.

现在，打开“团队”，然后单击选项卡右侧的加号(+)。

In the “Add a Tab” window, click the “Website” tile.

在“添加标签”窗口中，单击“网站”图块。

Give the tab a name, paste the URL you copied from Planner, and then click “Save.”

给选项卡命名，粘贴从Planner复制的URL，然后单击“保存”。

This adds your plan to the Team. You might have to log in to O365 the first time you do this, but you won’t have to log in every time you go to the tab.

这会将您的计划添加到团队中。 首次执行此操作可能需要登录O365，但是不必每次都转到选项卡时就登录。

Unlike adding a new Plan, this is the actual Planner web page for the plan, embedded into Teams. You can do the same things on this page you can do in Planner.

与添加新计划不同，这是嵌入到团队中的计划的实际计划者网页。 您可以在此页面上执行与Planner中相同的操作。

If anyone on your team logs into O365 but can’t see the plan, it’s normally because he or she hasn’t been given permission. You’ll need to go in Planner and grant that person membership to the group.

如果您团队中的任何人登录O365但看不到该计划，通常是因为未获得他或她的许可。 您需要进入Planner并将该人的成员资格授予该组。

查看团队中的所有计划和任务 (View All Plans and Tasks in Teams)

Having multiple plans can be useful, but it can also be tedious to switch from tab to tab to see all your tasks. Fortunately, Teams has an app that can help with that.

拥有多个计划可能很有用，但是从一个选项卡切换到另一个选项卡以查看所有任务也可能很繁琐。 幸运的是，Teams有一个可以帮助您解决问题的应用程序。

Click the ellipsis (. . .) in the sidebar. In the window that opens, click “Planner.”

单击边栏中的省略号(。。。)。 在打开的窗口中，单击“计划器”。

A Planner button is added to the sidebar, which shows your tasks from all the plans to which you have access.

侧边栏中添加了一个计划器按钮，该按钮显示您有权访问的所有计划中的任务。

This won’t just show tasks from plans integrated with Teams, but it will show those from any plan from which tasks have been assigned to you.

这不仅会显示与Teams集成的计划中的任务，还将显示已从中分配任务的任何计划中的任务。

Once you click a different button on the sidebar, though, the Planner button disappears. To pin it, just right-click the Planner button and select “Pin.”

但是，一旦单击侧栏上的其他按钮，“计划器”按钮就会消失。 要固定它，只需右键单击“计划器”按钮，然后选择“固定”。

The Planner button will now remain visible in the sidebar.

现在，计划器按钮将在侧栏中保持可见。

团队中您无法在计划者中完成的事情 (Things You Can’t Do in Teams That You Can Do in Planner)

If you’ve added your plan using a link from an existing one, you can do everything you can do in Planner. This is because you’re viewing your actual plan embedded in a web page.

如果您使用现有链接中的链接添加了计划，则可以执行在Planner中可以做的所有事情。 这是因为您正在查看嵌入在网页中的实际计划。

If you created your plan directly in Teams, you can do almost everything to your Plan you can do in Planner. You can create, assign, or edit tasks, view analytics info in the Charts tab, see the calendar view in the Schedule tab, and so on.

如果您是直接在团队中创建计划的，那么您可以执行计划中几乎所有的计划。 您可以创建，分配或编辑任务，在“图表”选项卡中查看分析信息，在“日程表”选项卡中查看日历视图，依此类推。

To complete the following tasks, however, you’ll have to go to the Planner app:

但是，要完成以下任务，您必须转到Planner应用程序：

• Add a plan as a favorite
  将计划添加为收藏
• Delete a plan
  删除计划
• Copy an entire plan
  复制整个计划
• Publish your plan to show it in Outlook
  发布计划以在Outlook中显示它

To open Planner from Teams, click the Globe icon at the top right of a tab with a plan in it.

要从团队中打开计划器，请单击其中包含计划的选项卡右上角的Globe图标。

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Teams and Planner go hand-in-hand if you’re working in a group. It’s obvious Microsoft has put some effort into integrating these apps and making the process simple. So, save yourself some clicking and keep your work all in one place by adding your plan to your team.

如果您在小组中工作，团队和计划者会携手并进。 显然，微软已经在整合这些应用程序和简化流程方面做出了一些努力。 因此，通过将计划添加到团队中，可以省去一点点单击，并将所有工作集中在一个地方。

翻译自: https://www.howtogeek.com/674841/how-to-use-microsoft-planner-in-teams/