Pocket Planner

What is Pocket Planner?

We often think of items to add to our to do list whilst we are on the go. By the time we return to our computer, it is easy to have forgotten what those tasks were.

Pocket Planner is a new tool that allows you to sync tasks from the Microsoft To Do app on your mobile phone into your Microsoft Teams Planner. This means that whether you are travelling to work, moving between meetings, or out visiting patients, you can easily keep your planner up to date. You can even do this using voice commands.

Benefits of using Pocket Planner

  • Easily add tasks to your Microsoft Planner no matter where you are with the convenience of voice commands
  • No longer worry about forgetting tasks whilst on the go or having an incomplete Planner

How to use Pocket Planner

Watch this video to find out how to use Pocket Planner or read our step-by-step guide below.

 

Step-by-step guide

Step 1: Set up Pocket Planner

If you are interested in setting up Pocket Planner, please email us at nhsdigital.coe@nhs.net and we will share the installation guide with you.

Step 2: Enable Siri on your iPhone

  • Siri, the built-in, voice-controlled virtual assistant available for iPhone users, must be enabled for you to use Pocket Planner 
  • If you did not set up Siri when you first set up your iPhone, go to ‘settings’ then ‘Siri & search’, and do any of the following:
    • If you want to activate Siri with your voice: Turn on ‘Listen for “Hey Siri”’
    • If you want to activate Siri with a button: Turn on ‘Press Side Button for Siri’ (on an iPhone with Face ID) or ‘Press Home for Siri’ (on an iPhone with a Home button

Step 3: Add a task to the To Do app using voice commands

  1. Open Siri on your iPhone by saying “Hey Siri” if you selected voice activation, pressing the Home button or pressing the side button.
  2. Instruct your virtual assistant to add a new task to your To Do app by speaking the command aloud e.g., “Hey Siri, add task for work”
  3. When your virtual assistant asks what the task is, say the task title aloud e.g., “Set up OT assessment for Mrs Jones for a stair rail”
  4. If you use more than one Planner in Microsoft Teams, then specify which To Do list to add the task to:
    • Say “Hey Siri add task for work to…” followed by the name of your chosen To Do list
    • Each To Do list is linked to a different Planner
  5. Your new task immediately appears in the Microsoft To Do app

Step 3 alternative: Add a task to the To Do app manually

  1. Open the Microsoft To Do app on your mobile phone
  2. Type the new task into your chosen to do list
  3. Your new task immediately appears in the Microsoft To Do app

 

 

 

Step 4: View the new task in your Microsoft Teams Planner

    • When you enter a task into your To Do app, it automatically appears in the corresponding Planner tab of your Microsoft Teams app
    • Open Microsoft Teams and navigate to the relevant Planner tab to view your tasks and find your new addition there
    • Your updated Planner is waiting for you when you get back to your desk

Image showing Planner in MS Teams with To-Do List

  • In a shared Planner, your team members can view the new task you have added, and you can view theirs too

Find more tools and guidance to help you.

 

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Updated on 10/11/2021

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