Managing Tasks: Planner vs Trello

28
Team Sites vs Office 365 Groups Office 365 Planner vs Trello Presented By: Haniel Croitoru April 20, 2016 #tspug

Transcript of Managing Tasks: Planner vs Trello

Page 1: Managing Tasks: Planner vs Trello

Team Sites vs

Office 365 Groups

Office 365 Planner vs TrelloPresented By: Haniel Croitoru

April 20, 2016 #tspug

Page 2: Managing Tasks: Planner vs Trello

HANIEL CROITO

RU

I’m passionate about technology, and I work at .

LEAD CONSULTANT | PMP, PMI-ACP | SPEAKER

Page 3: Managing Tasks: Planner vs Trello

The goal is to give an unbiased opinion of the two products

SearchUser

Experience

Task Management

Page 4: Managing Tasks: Planner vs Trello

The goal is to give an unbiased opinion of the two products

Board

List

Card

Plan

Bucket

Task

Page 5: Managing Tasks: Planner vs Trello

Kanban boards are good fore sharing tasks amongst peers

Participation

Trello• Lets you invite any user to participate on a board.

Planner• There has been a lot of discussions around the request to invite external users to Office 365 Plans and it is

currently on the roadmap.

SearchUser

Experience

Task Management

Page 6: Managing Tasks: Planner vs Trello

Assigning tasks helps users track their work and be notified of changes

Task Assignment

Trello• Lets you assign multiple individuals to a card• Great when several users are collaborating on the same card

SearchUser

Experience

Task Management

Page 7: Managing Tasks: Planner vs Trello

Assigning tasks helps users track their work and be notified of changes

Task Assignment

Planner• Lets you assign one individual from your Office 365

network to a task• Adds a level of overhead to keep track of everyone’s tasks

SearchUser

Experience

Task Management

Page 8: Managing Tasks: Planner vs Trello

Notifications keep you informed of any changes

Notifications

Trello• Tracks updates via the Activity pane for each board. • Each card or board member receives updates of the changes via email

SearchUser

Experience

Task Management

Page 9: Managing Tasks: Planner vs Trello

Notifications keep you informed of any changes

Notifications

Planner• All task activity is captured in a

Conversation feed within the associated Office 365 Group

• You can view the group feeds in Outlook App (online) or Outlook 2016

SearchUser

Experience

Task Management

Page 10: Managing Tasks: Planner vs Trello

Checklists help you break down tasks

Checklists

Trello• Lets you copy a checklist from one card to another. This is

great when you need to generate the same checklists multiple times

• Multiple checklists per card

SearchUser

Experience

Task Management

Page 11: Managing Tasks: Planner vs Trello

Checklists help you break down tasks

Checklists

Planner• Single checklist per task• Lets you preview and check-off items without opening the task

SearchUser

Experience

Task Management

Page 12: Managing Tasks: Planner vs Trello

Due dates let you know when

Due Dates

Trello• Trello lets you set a due date• Once due date is passed, due

date becomes red• Calendar view allows you to see

all due dates for all cards

SearchUser

Experience

Task Management

Page 13: Managing Tasks: Planner vs Trello

Due dates let you know when

Due Dates

Planner• Planner let you set start and end

date (Start date is not used anywhere)• Plan chart let you see how many tasks

are overdue

SearchUser

Experience

Task Management

Page 14: Managing Tasks: Planner vs Trello

Find out how far along you are on a task

Progress

Trello• There is no way to track progress• Possible to use boards for progress (e.g. to do, in progress, done)• No indication of how many tasks are in what state unless reviewing the board

SearchUser

Experience

Task Management

Page 15: Managing Tasks: Planner vs Trello

Find out how far along you are on a task

Progress

Planner• Has a progress indicator (Not Started, In

Progress, Completed)• Completed tasks are collapsed to take up

less space on the page• Lets you group tasks by status

SearchUser

Experience

Task Management

Page 16: Managing Tasks: Planner vs Trello

Who does what, why, and how

Governance

• When it comes to governance, both Trello and Planner are lacking • Once you add a person to a board or plan, they can manipulate all the content within it• There also is no versioning, approvals, or undo capabilities to help in managing the content• Up to the team to self-manage how they will use these boards/plans for everyone’s mutual benefit

SearchUser

Experience

Task Management

Page 17: Managing Tasks: Planner vs Trello

Looking at the big picture

Board Overview

• Both products group tasks/cards into buckets/lists

SearchUser

Experience

Task Management

Page 18: Managing Tasks: Planner vs Trello

Looking at the big picture

Board Overview

• Both products let you include links and attachments

SearchUser

Experience

Task Management

Page 19: Managing Tasks: Planner vs Trello

See it all

Dashboards

Trello• See favored boards and boards you are managing

SearchUser

Experience

Task Management

Page 20: Managing Tasks: Planner vs Trello

See it all

Dashboards

Planner• Predefine chart for each plan• Shows progress and assignment of tasks

SearchUser

Experience

Task Management

Page 21: Managing Tasks: Planner vs Trello

See it all

Dashboards

Planner• Planner Hub shows favored plans

SearchUser

Experience

Task Management

Page 22: Managing Tasks: Planner vs Trello

Having access to your corporate data on mobile devices is almost a must

Mobile Access

Trello• iPhone, Android, Kindle Fire apps• Similar user interface and functionality to we-based system

SearchUser

Experience

Task Management

Page 23: Managing Tasks: Planner vs Trello

Having access to your corporate data on mobile devices is almost a must

Mobile Access

Planner• Mobile web interface (https://tasks.office.com)• Wunderlist may integrate in the future

SearchUser

Experience

Task Management

Page 24: Managing Tasks: Planner vs Trello

As your use of the tool increases, so does the need to search for information

Search

Trello• Search cards and boards that contain a phrase in title• Doesn’t search content within cards

SearchUser

Experience

Task Management

Page 25: Managing Tasks: Planner vs Trello

As your use of the tool increases, so does the need to search for information

Search

Planner• No direct search capabilities in plans• Associated Office 365 groups can be searched for files,

conversations, and OneNote

SearchUser

Experience

Task Management

Page 26: Managing Tasks: Planner vs Trello

Summary

Task Management: Comparing Office 365 Planner and Trello    Office 365 Planner Trello

Task Management

Participation Only Office 365 users AnyoneAssignments Single user Multiple usersNotifications Office 365 Group Conversation and Email Activity feed and EmailChecklists Single checklist per task Multiple checklists per cardTask Dates Start and Due Date Due Date; Shows in board calendarProgress Task-based progress indicators No progress indicatorsGovernance None None

User Experience

Dashboards Predefined charts to summarize tasks by progress, due date, and task assignees Board overview

Mobile Access Responsive design which includes most web-based functionality

iPhone, Android, and Kindle Fire apps which includes most web-based functionality

Search   Use Office 365 Group search to find files or, calendar events, or OneNote content Search boards and cards from a single place

       

Page 27: Managing Tasks: Planner vs Trello

• https://tasks.sharepoint.com

• http://www.2tolead.com/microsoft-cloud-solutions-and-strategy-insights/managing-tasks-office-planner-vs-trello/

• https://blogs.office.com/planner

• https://products.office.com/en-us/business/office-365-planner

• http://fasttrack.microsoft.com/roadmap

• http://trello.com

Additional Resources

Page 28: Managing Tasks: Planner vs Trello

LEAD CONSULTANT | PMP, PMI-ACP | SPEAKER

Thank You!Organizers, Sponsors and You for making this possible.Message Me On LinkedIn or Email [email protected]