Managing Tasks: Planner vs Trello
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Transcript of Managing Tasks: Planner vs Trello
Team Sites vs
Office 365 Groups
Office 365 Planner vs TrelloPresented By: Haniel Croitoru
April 20, 2016 #tspug
HANIEL CROITO
RU
I’m passionate about technology, and I work at .
LEAD CONSULTANT | PMP, PMI-ACP | SPEAKER
The goal is to give an unbiased opinion of the two products
SearchUser
Experience
Task Management
The goal is to give an unbiased opinion of the two products
Board
List
Card
Plan
Bucket
Task
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
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
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
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
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
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
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Experience
Task Management
Checklists help you break down tasks
Checklists
Planner• Single checklist per task• Lets you preview and check-off items without opening the task
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Experience
Task Management
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
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Experience
Task Management
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
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
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
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Experience
Task Management
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
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Experience
Task Management
Looking at the big picture
Board Overview
• Both products group tasks/cards into buckets/lists
SearchUser
Experience
Task Management
Looking at the big picture
Board Overview
• Both products let you include links and attachments
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Experience
Task Management
See it all
Dashboards
Trello• See favored boards and boards you are managing
SearchUser
Experience
Task Management
See it all
Dashboards
Planner• Predefine chart for each plan• Shows progress and assignment of tasks
SearchUser
Experience
Task Management
See it all
Dashboards
Planner• Planner Hub shows favored plans
SearchUser
Experience
Task Management
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
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
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
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
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
• 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
LEAD CONSULTANT | PMP, PMI-ACP | SPEAKER
Thank You!Organizers, Sponsors and You for making this possible.Message Me On LinkedIn or Email [email protected]