How to add custom fields in Microsoft Planner!

When executing on a plan, tracking various aspects like task status or risks is crucial for managing progress. With the new Microsoft Planner, you can create custom fields helping teams stay on top of what matters most for their initiatives, making it easier and faster to identify and assess where things are on track and what needs follow up. This is how you can create a custom field:
1. Once you have created your premium Plan, go to the Grid view, select Add column, and choose -- New field. Create a custom field in the new Microsoft Planner.
2. Choose an appropriate field Type, all depending of what you want to do with it.
3. Enter a Field name and select the Create button.
Please note that you can create up to 10 custom fields in a single premium plan.
Choose a type for custom field
There are several types of custom fields available, each serving a different purpose and choosing between them is one of the main reasons for me to post this video. Let's go through them:
1.) Text: Can contain any characters. Use it to add columns for justifications, notes, or descriptions.
Date: Can contain any date. You can type it in yourself or select from a calendar. Use it to track important dates, such as approval dates.
2.) Number: Can only contain numbers. You can also optionally "rollup" values in subtasks with Max, Min, Sum, and Average calculations. When you create the number field, choose your Rollup type. Try it by creating a number column called “Estimate” and use a Sum calculation for it. Use this column to estimate the amount of work it will take to complete the task.
3.) Yes/No: This field offers a drop-down list with "Yes" and "No" options, which can be used to track quality or process checks.
4.) Choice: Create a drop-down list with 2 to 20 options, including characters and emojis. For example, you can add a “Risk” field with a few choices such as “High”, “Medium” and “Low”.
To add emojis, on Windows press Win + ; (Windows key plus semicolon) and on Mac, press Control + Command + Space.
You are able to add colors to each choice to make it easier to review the state of work in the grid view. You can do so by selecting the paint bucket icon or you can remove the colors by selecting the trash can icon.
You can copy an existing plan as a template to leverage its structure for a new project. This process also copies all custom fields, allowing you to easily reuse your previous setup. You can easily edit any custom field you add by selecting ‘Edit’ from the custom column menu in the Grid view. You can also add custom coloring or filtering based on the content in the custom fields.
If you currently use Microsoft 365 and Microsoft Teams, explore the new Planner app in Teams, and try the premium capabilities from within the Planner app by simply clicking on the diamond icon within the app where you can begin your free 30-day trial of these advanced capabilities or proceed with requesting a premium license. If you already have a Project license you’re already equipped with access to the new Planner’s premium capabilities corresponding to the license you have.
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执行计划时，跟踪任务状态或风险等各个方面对于管理进度至关重要。使用新版 Microsoft Planner，您可以创建自定义字段，帮助团队掌握对其计划最重要的事项，从而更轻松、更快地识别和评估事情进展情况以及需要跟进的内容。您可以这样创建自定义字段：
1. 创建高级计划后，转到网格视图，选择“添加列”，然后选择“新字段”。在新版 Microsoft Planner 中创建自定义字段。
2. 选择合适的字段类型，具体取决于您要用它做什么。
3. 输入字段名称并选择“创建”按钮。
请注意，您可以在一个高级计划中创建最多 10 个自定义字段。
选择自定义字段的类型
有几种类型的自定义字段可用，每种类型的用途都不同，在它们之间进行选择是我发布此视频的主要原因之一。让我们来看看：
1.) 文本：可以包含任何字符。使用它来添加列以进行论证、注释或描述。
日期：可以包含任何日期。您可以自己输入或从日历中选择。使用它来跟踪重要日期，例如批准日期。
2.) 数字：只能包含数字。您还可以选择使用最大值、最小值、总和和平均值计算来“汇总”子任务中的值。创建数字字段时，选择汇总类型。尝试创建一个名为“估计”的数字列并对其使用总和计算。使用此列来估计完成任务所需的工作量。
3.) 是/否：此字段提供带有“是”和“否”选项的下拉列表，可用于跟踪质量或流程检查。
4.) 选择：创建一个包含 2 到 20 个选项的下拉列表，包括字符和表情符号。例如，您可以添加一个“风险”字段，其中包含一些选项，例如“高”、“中”和“低”。
要添加表情符号，在 Windows 上按 Win + ; （Windows 键加分号），在 Mac 上按 Control + Command + Space。
您可以为每个选项添加颜色，以便更轻松地在网格视图中查看工作状态。您可以通过选择油漆桶图标来执行此操作，也可以通过选择垃圾桶图标删除颜色。
您可以将现有计划复制为模板，以利用其结构进行新项目。此过程还会复制所有自定义字段，让您轻松重复使用以前的设置。您可以通过从网格视图中的自定义列菜单中选择“编辑”来轻松编辑添加的任何自定义字段。您还可以根据自定义字段中的内容添加自定义颜色或筛选。
如果您目前使用 Microsoft 365 和 Microsoft Teams，请探索 Teams 中的新 Planner 应用，并通过单击应用中的菱形图标从 Planner 应用内试用高级功能，您可以在那里开始这些高级功能的 30 天免费试用，或者继续申请高级许可证。如果您已经拥有 Project 许可证，则您已经具备了访问与您拥有的许可证相对应的新 Planner 高级功能的权限。