Mastering Microsoft Planner- A Step-by-Step Guide to Setting Up Your Default View

How to Set Up Default View in Microsoft Planner

Microsoft Planner is a powerful tool that helps teams organize and track their work efficiently. One of its many features is the ability to set up a default view, which allows users to quickly access their preferred way of viewing tasks and plans. Whether you prefer a Kanban board, a list view, or a calendar, setting up a default view in Microsoft Planner can greatly enhance your productivity. In this article, we will guide you through the process of setting up a default view in Microsoft Planner.

Step 1: Open Microsoft Planner

To begin, open Microsoft Planner and navigate to the workspace where you want to set up the default view. You can access Planner from the Office 365 suite or by visiting the Planner website.

Step 2: Access the Workspace Settings

Once you are in the desired workspace, click on the three dots located at the top right corner of the page. This will open a dropdown menu. From the menu, select “Settings.”

Step 3: Go to the Views Section

In the settings menu, you will find a variety of options. Look for the “Views” section and click on it. This will display a list of available views, including Kanban, List, Calendar, and others.

Step 4: Select Your Preferred View

Scroll through the list of views and select the one that suits your needs. For example, if you prefer a visual representation of tasks and plans, you might choose the Kanban view. If you prefer a simple list, the List view would be the best choice.

Step 5: Set as Default

After selecting your preferred view, you will see an option to set it as the default view. Click on the “Set as Default” button, and the selected view will become the default view for that workspace.

Step 6: Save Your Changes

Once you have set the default view, make sure to save your changes by clicking the “Save” button at the bottom of the settings page.

Conclusion

Setting up a default view in Microsoft Planner is a simple and straightforward process that can significantly improve your productivity. By choosing a view that best suits your work style, you can quickly access your tasks and plans, making it easier to stay organized and on top of your projects. Follow the steps outlined in this article to set up your default view in Microsoft Planner and enjoy a more efficient work experience.