Microsoft Planner (matter management)

Organize teamwork with intuitive, collaborative, visual task management - likely included in your license already

Website

https://www.microsoft.com/en-us/microsoft-365/business/task-management-software

Microsoft Planner is a light-weight, web-based, tool for visually managing work; it may already be included in your 365 license.

To learn more - and go to Lex Mundi's Knowledge Pack - click here.

How does it work?

Every piece of work is a task card on a Planner board. On those cards you can also upload documents related to that task and have a description of the task.

Each task has its own conversation box. If you are working on a project, you can log in and create notes of your progress. That way, instead of global e-mails that say things like “What is the status on X?,” people can just log into the task and see what your latest notes are. You can also mark a project as in progress or completed

For brief video overview (medical example): https://support.microsoft.com/en-us/office/track-a-process-in-microsoft-planner-c8149652-f52c-4a9f-bb00-7f6fa4b23052

For more on Planner: https://support.microsoft.com/en-us/office/microsoft-planner-video-training-4d71390f-08d8-4db0-84ea-92fb078687c7

FYI: You can have a checklist on the card; and make a copy of any board (so you can reuse a template containing all the work (cards), and the steps (columns), and all the things to do (checklists) for a certain type of work)