Wow! That was easily the best overview I've seen. Outstanding! As a follow-up video idea ... "Real Plans in Planner", a collection of how different people use it. It is so flexible and, as they say, there are many ways to skin a cat.
What do I say? I have recently migrated to MS Teams and your videos are just-in-time for me to help with transition! Your 3D approach - Describe, Demonstrate, Deliver is unmatched and makes every technical topic a cakewalk! Bravo! 😊👍
When adding plans to Teams you are only able to do this if you created the plan based on that Team Group. If you don't so this then you can't use the embedded app, but...you can add it to a Team using the website app/tab in your Teams channel. Fun tool. Great overview!
Thanks Leila!! Awesome tool to know. We use 365 at my job, and I will start using this this week. I work for a non profit so your trainings and expertise i find so valuable to me. Thanks again to you and your team. Enjoy your day.
Good training. Quick question: Why is not possible to create planner inside channels? I have a Teams site with 2 Channels (Crew A and Crew B). I would like to create a planner for Crew A and Crew B cannot see and vice-versa. But planner only goes to General. Is that possible to do? Thanks in advance.
If this were integrated with Outlook to allow you to link tasks to emails, that would be a game-changer for me. Everything in my job revolves around email.
i think the idea is to avoid using reminder in outlook , otherwise you can find all the notifications sent in the Group on which the channel is created in teams , after each comments or task
People hitting the Dislike button must have dyslexia and thought they were hitting Like. I have been providing training and consulting to the Fortune 50, including Microsoft, for 25+ years and Leila's content and presentations are exceptional. When someone tells you for what uses a software application is not appropriate, they are not just detailing features but also have a good understanding of the overall business need as well as other applications which fulfill that need. It is nice to see someone so talented doing so well.
Hi Leila, brilliant tutorial thank you. I use planner often for my work and I'm encouraging use for the board of my charity organisation. You've added to my skill level and I'm happy to share. Subscribed!
Hi Leila, wow really awesome training one quick question: Does Microsoft planner have a Gantt chart? If not, is there some workaround to generate a Gantt chart? Note: Our company doesn't want to use MS Project because we don't have any complex projects neither dependencies between tasks. Also, we want to work in a Canvas using the Agile approach.
Thankyou for sharing this information on Planner. I work for a not-for-profit organization in Australia and we moved over to O365 and MS Teams just around 18 months ago. Many of my colleagues use Planner but not in the most efficient way and definitely not taking advantage of all its features that you have so clearly explained! I will be sharing this video with them soon! Thanks again for such brilliant content Leila! Cheers from David in Australia. 👍😉🙌
Thank you. I was discussing how to keep control of a suite of training videos we are currently preparing. You just showed me exactly how to do it. The ability to link to live documents and other files was a critical element of our discussion.
Leila you're the best , I have never seen someone thatb explains so well in my life , it's actually hard not to understand you. Hoping to do morer training with your videos
Fantastic!--not only are your videos introductory and give an overview, they also go into a details which really helps. Thanks Leila. Can you please plan to do videos on Planner-->PowerAutomate/Flow-->PowerBI? (I think the route might be Planner-->Flow-->SharePoint/Excel-->PowerBI?) The videos on this topic are just too complicated to follow and the easy ones I saw were in Spanish! (so hard to follow!) My team is using these tools....and I am encouraging the use the of PowerAutomate into PowerBI. Please provide an update if this is a topic of interest for you and your team to make a video on! will be eagerly looking forward!
Thank you for this excellent video! At my workplace, we just started to use Planner today. I'm so happy that I could start studying with you right away. :)
We use Planner for tracking recruitment activities, and move a candidates card through the various stages. This is the kind of simple project that Planner seems to work really well for. I don't think I could make it work well for many other types, if you did a follow up video with real world examples of plans you may have ran through Planner that would be useful.
@@mikes5782 we find it really effective. Quick access to the stage each candidate is at. We can use tags to specify the role they applied for. Just to be clear we aren't a recruitment agency we are using a mix of recruitment and direct applicants for people want to join our company
Thank you ! Your videos are now my ‘go to’ for anything I need to learn more on Microsoft. Your way of explaining and articulation is so straightforward, logical and educational, good pace and easy to understand ! Amazing!
Hello Leila, I guess I am late to the party, but this is my first intro to Planner, and I am so excited about this I will be setting up Planner and new tasks as soon as I get to work tomorrow. Thank you so much for your sessions they are amazing.
Hello Mam, I built a small Excel utility few months back since Planner charts were insufficient. I use to export planner to Excel, read it using Power Query utility and build two dashboards. Project dashboard and individual dashboard. This helped me to track all the tasks for a long timeline. Using it for past 9 months. Also, whenever I do a new export, just use to repoint PQ source file. That’s it. My dashboard gets refreshed 😊 Thanks for educating us
I´ve been watching your videos for a while now and they are great. Would you recommend using MS Planner as a production schedule tool? I need a tool to see what´s coming to the production floor and what is correctly being manufactured.
Hi Leila - Great video - I am just getting into Planner, Lists, To do, Teams - great video along with all your others. I am really getting to understand which app to use now, keep up the good work.
Great video, million thanks. However, I see two fundamental parameters missing in the task creation: One, how do I allocate time to that task, maybe I need someone to start this task at 09:00 and another tsk at 11:00, etc. Two: fields for address, where do send that person to carry out that task, maybe I want to give one person a couple of tasks at different address and time? I will be grateful if you can comment.
Excellent video/education. I have used Project for many years and I think it is one of the best management tools available. I will give Planner a try, but I think Project will still be my favorite. I appreciate all of your videos and view them even if I'm not interested in the topic because you always do such a great job explaining them. Thank you.
Thanks for the continued amazing content, Leila. At 10:15 you mention that an email will be sent to notify of assigned tasks. Since we're working to manage our projects in Teams, a Teams notification would be much more appropriate. I want to move away from email. Is there a way to set the notifications up so they remain in Teams? Thanks as always.
Another amazing video Leila, thanks for that. Just wondering if would be possible to set to receive reminders on outlook before the task due date? Thanks
I looked into Planner a bit because I thought it may be beneficial in our business, but it has some shortcomings that I believe would make it more of a hassle to use than it would be worth. I will check it out again after it has time to mature.
I have worked for two companies that use Office 365 for the business email accounts, there is a lot of untapped productivity features that have appeared through Office 365 over the last few years, Teams scratches the surface. I use Excel as a Kanban board like this video but the integration with Teams, and task assignments with email notifications looks a no brainer.
I am always in a market to find an app to make communication better. Tasks by Planner is great for that. I just realized another team member cannot create a task when I started a list (shared in the team). I cannot find any settings to adjust so that we can all share the responsibility of adding tasks. Is this Planner's limitation?
Leila congrats for all your videos! egarding this one, I have one question, how can we use Planner for recurrency tasks. Imagine a task that need to be done every month? Or week? Thanks
It doesn't have an inbuilt feature for this yet, but I believe we can set it up with Power Automate. I'll have to test it out.... It's a good video idea. Thank you.
@@LeilaGharani this what we are looking for as well. We have a weekly meeting that has some recurring tasks. We are looking for a meeting agenda that can be automated. When issues arise, we want to assign those issues to a team member, give them a due date, and have that issue resurface on the due date, so that they can report on their progress.
Great tutorial. There's only one clarification needed. You stated that you can choose to show one or more items on the card but I think it's only one of the three items you can be viewed on the task card either: Notes, Checklist, or Attachment, but not multiple.
Ms. Gharani- I am a Kanban work flow user. I have used Trello and Jira etc. My question is this: How can we use/enable task ID numbers. Jira and Trello use Issue IDs. Makes conversations easy "Im working on card 1234 and 2345 today." Planner seems to only let cards be identified by whatever title/number we put in manually. Thank you for your help.
great tutorial. However I find issue when connecting channel into microsoft team. when click "+", I can't find Task by Planner. But, I can access planner via microsoft 365 at my browser
@leilaGharani thank you for such a great video. It was just the right amount of information for anyone. I especially liked the section on what is NOT for. This was the most important part of the video for me as this is exactly I spend a lot of time trying to figure out.
Hello Leila ! I would like to mention that you channel is helping me a lot ! Thank you ! Please, I need another tip related to planner...Is it possible to embed a plan from planner inside Powerpoint ? This feature will be impressive, since we can present real and online data in meetings. Looking forward to hear form you !
Just randomly clicked on your video, and you're image quality and composition is great! But I really wanted to click the video away because of the sound. You can clearly hear the sound your mouth makes (those high pitch saliva noises). Try to put a windsock over your mic to filter them out! Hope I could help 😊
I made another automation in Planner with power automate. Everyday morning, Power Automate lists the tasks of Planner, filter pending ones, put the pending ones to new JSON and sends it as a table in Outlook email.. planner is one of the cool tool 😊
You had mentioned what Planner is not good for, then recommended MS Project. Does Planner integrate well with Project? I’m thinking Project could be useful across multiple organizations/departments to create a grand design/view of a large scale project, while using Planner to fill in the minutiae from one’s own single organization/department, and to then add to that grand design.
Hi Leila, congratulations for the video, for the didactics and for sharing your knowledge. There are so many productivity tools available that sometimes productivity is lost in trying to use them all. I am currently using MS To Do to keep track of my personal and professional activities. Are To Do and Planner complementary tools, or are they different ways of doing the same thing?
My (experienced) understanding that To Do is leaner and integrates with Outlook, and Planner is more complex and integrates with Teams. So I would think complimentary as far as the general toolbox, but I'm not sure if one would use both on the same project. Happy to hear other perspectives.
This video was so good! I wiil implement that idea in my working days! Thanks Leila! I'm not on purpose clicked in dislike, but fortunatelly a managed to correct :D
Fantastic video! Planner is an excellent tool. One thing to be aware of is that there is currently no way to back up or restore plans or files stored in plans. Depending on the situation, it may be best to store links to files stored in SharePoint rather than attaching files directly to the plan.
Thanks Leila! very interesting! I'm having problems to link to Teams. I did as you show but the board that I created is not in the list to choose from. why can that be? Thanks!
@@LeilaGharani X can assign task to Y and after completion of task Y will update the same and X will get notification. Can Y assign the task to Z ??? For example one lead (X)assigns the task to designer then Designer (Y) completed the task and assign the same to reviewer (Z) . After reviewing task is completed reviewer will update in task planner.
Thanks for sharing. I have one additional question related to many project. You said that i can see all my tasks. Is there any way to see summary, progress of different projects? Kind of management overview.
G'day thanks for the video. I have a question about the custom labels. But they don't reflect in the other 'plans' within the planner. How do you make the custom labels appear in all the plans for all the tasks regardless of plan or bucket?
Hi at 16:06 you show the planner as an excel Gnatt chart- this is really useful and what I'm looking for but i don't see anything that shows how you obtain that output?
Grab your copy of the free PDF quick start guide for Microsoft Planner here 👉 pages.xelplus.com/planner-quick-start
Wow so cool... But what if the Assignee removes the task??? How can I prevent that?
Wow! That was easily the best overview I've seen. Outstanding! As a follow-up video idea ... "Real Plans in Planner", a collection of how different people use it. It is so flexible and, as they say, there are many ways to skin a cat.
What do I say? I have recently migrated to MS Teams and your videos are just-in-time for me to help with transition! Your 3D approach - Describe, Demonstrate, Deliver is unmatched and makes every technical topic a cakewalk! Bravo! 😊👍
Awesome! Thank you Vijay!
This is the best tutorial I have seen for Planner. Thanks for sharing this. This will be my "go to" tutorial for those who are starting with Planner.
Thank you! You're so welcome!
When adding plans to Teams you are only able to do this if you created the plan based on that Team Group. If you don't so this then you can't use the embedded app, but...you can add it to a Team using the website app/tab in your Teams channel. Fun tool. Great overview!
EXACTLY WHAT I NEEDED. Really appreciate the time and effort you put into structuring your content. Beautifully done. Consider me a fan!
EXCELLENT TUTORIAL. BRIEFLY EXPLAINED. NEVER KNEW YOU COULD EXPORT THEM TO EXCEL.
Glad it was helpful!
Thanks Leila!! Awesome tool to know. We use 365 at my job, and I will start using this this week. I work for a non profit so your trainings and expertise i find so valuable to me. Thanks again to you and your team. Enjoy your day.
Good training. Quick question: Why is not possible to create planner inside channels? I have a Teams site with 2 Channels (Crew A and Crew B). I would like to create a planner for Crew A and Crew B cannot see and vice-versa. But planner only goes to General. Is that possible to do? Thanks in advance.
Hi Leila, hope you'll do complete guide of ms sharepoint soon.
If this were integrated with Outlook to allow you to link tasks to emails, that would be a game-changer for me. Everything in my job revolves around email.
i think the idea is to avoid using reminder in outlook , otherwise you can find all the notifications sent in the Group on which the channel is created in teams , after each comments or task
I use Planner with Outlook but I created a MS Flow (aka Power Automated) to create the trigger for linking my task to an email.
I feel some of the apps can be consolidated. It all seems overwhelming.
@@ThatsNotMyDog came to say this
@@ThatsNotMyDog I have been keen to set this up but struggled (not sure if it is a Max thing 🤷🏼♂️ 🤦🏼♂️ 😂). How easy is it to setup the workflow?
People hitting the Dislike button must have dyslexia and thought they were hitting Like. I have been providing training and consulting to the Fortune 50, including Microsoft, for 25+ years and Leila's content and presentations are exceptional. When someone tells you for what uses a software application is not appropriate, they are not just detailing features but also have a good understanding of the overall business need as well as other applications which fulfill that need. It is nice to see someone so talented doing so well.
Wow, thank you Brian for the kind feedback!
Hi Leila, brilliant tutorial thank you. I use planner often for my work and I'm encouraging use for the board of my charity organisation. You've added to my skill level and I'm happy to share. Subscribed!
Hi Leila, wow really awesome training one quick question: Does Microsoft planner have a Gantt chart? If not, is there some workaround to generate a Gantt chart? Note: Our company doesn't want to use MS Project because we don't have any complex projects neither dependencies between tasks. Also, we want to work in a Canvas using the Agile approach.
Thank you, I'm actually going to use planner tomorrow for scheduling and track my learning progress on programming languages.
👍
Hi, I am searching for it on my list but cant find it. thanks...
Thankyou for sharing this information on Planner. I work for a not-for-profit organization in Australia and we moved over to O365 and MS Teams just around 18 months ago. Many of my colleagues use Planner but not in the most efficient way and definitely not taking advantage of all its features that you have so clearly explained! I will be sharing this video with them soon! Thanks again for such brilliant content Leila! Cheers from David in Australia. 👍😉🙌
You are so welcome, David! Hope your colleagues will find it useful.
Thank you. I was discussing how to keep control of a suite of training videos we are currently preparing. You just showed me exactly how to do it. The ability to link to live documents and other files was a critical element of our discussion.
Fantastic! Hope it will come in handy.
Leila you're the best , I have never seen someone thatb explains so well in my life , it's actually hard not to understand you. Hoping to do morer training with your videos
Fantastic!--not only are your videos introductory and give an overview, they also go into a details which really helps. Thanks Leila.
Can you please plan to do videos on Planner-->PowerAutomate/Flow-->PowerBI? (I think the route might be Planner-->Flow-->SharePoint/Excel-->PowerBI?) The videos on this topic are just too complicated to follow and the easy ones I saw were in Spanish! (so hard to follow!) My team is using these tools....and I am encouraging the use the of PowerAutomate into PowerBI. Please provide an update if this is a topic of interest for you and your team to make a video on! will be eagerly looking forward!
Thank you for this excellent video! At my workplace, we just started to use Planner today. I'm so happy that I could start studying with you right away. :)
You are so welcome, Gabriella!
We use Planner for tracking recruitment activities, and move a candidates card through the various stages. This is the kind of simple project that Planner seems to work really well for. I don't think I could make it work well for many other types, if you did a follow up video with real world examples of plans you may have ran through Planner that would be useful.
How do you like using it for recruiting?
@@mikes5782 we find it really effective. Quick access to the stage each candidate is at. We can use tags to specify the role they applied for. Just to be clear we aren't a recruitment agency we are using a mix of recruitment and direct applicants for people want to join our company
Thank you very much, Leila. it does help me to understand the overview quickly, your presentation is really great!
Thank you ! Your videos are now my ‘go to’ for anything I need to learn more on Microsoft. Your way of explaining and articulation is so straightforward, logical and educational, good pace and easy to understand ! Amazing!
Hello Leila, I guess I am late to the party, but this is my first intro to Planner, and I am so excited about this I will be setting up Planner and new tasks as soon as I get to work tomorrow. Thank you so much for your sessions they are amazing.
I do not see MS Planner as an available app in Office 365 after signing into my subscription.
Thanks Leila. This was brilliant. Explained so very simply and the steps are now registered for life. Many Many Thanks for the superb content.
Excellent tutorial. Well structured, easy to understand and a good pace.
Hello Mam, I built a small Excel utility few months back since Planner charts were insufficient. I use to export planner to Excel, read it using Power Query utility and build two dashboards. Project dashboard and individual dashboard. This helped me to track all the tasks for a long timeline. Using it for past 9 months. Also, whenever I do a new export, just use to repoint PQ source file. That’s it. My dashboard gets refreshed 😊 Thanks for educating us
PowerBI?
@@NikSam No. Did it completely in Excel though I am interested to learn power BI soon :)
Is there a way to create recurring plan for monthly tasks?
Not currently, but you can copy the plan from month to month
@@eshetudebash6623 is it only for companies? Private accounts can't use it?
@@bonhamcarter4488 you definitely can use it
@@eshetudebash6623 How? I have paid 365 office personal account. Planner doesn't show up.
@@novalith3778 It works for me. May be try to redownload it.
I´ve been watching your videos for a while now and they are great. Would you recommend using MS Planner as a production schedule tool? I need a tool to see what´s coming to the production floor and what is correctly being manufactured.
Wow! Great video. I plan on using this for my projects at work that need collaboration as well
This is the best channel for bussiness tools
No idea this existed. Thank you!! I always used wiki and onenote to keep track of my to-do list. This is waaaaay more useful!
Glad it was helpful, Ricardo!
I had used it before... Then gradually stopped. Now with teams, I'm gonna bring it back in. Thanks LG ;)!
Our pleasure!
Wow - You explained nicely thanks. Today, I am demoing Planner to my team. :)
Hi Leila - Great video - I am just getting into Planner, Lists, To do, Teams - great video along with all your others. I am really getting to understand which app to use now, keep up the good work.
Great, great overview covering all the key features in an easy-to-consume video. Well done! Thank you!
Our pleasure, Bruce!
Great video, million thanks. However, I see two fundamental parameters missing in the task creation: One, how do I allocate time to that task, maybe I need someone to start this task at 09:00 and another tsk at 11:00, etc. Two: fields for address, where do send that person to carry out that task, maybe I want to give one person a couple of tasks at different address and time? I will be grateful if you can comment.
Thanks so much Leila for introducing to Planner. Really enjoy the learning experience and look forward to see more.
Thanks for watching!
It's a great video, added something productive for the day. Thanks a ton!!!
It is one of the best software to plan for project, thank you for the presentation
Thank you, I used your tutorial to do an initial setup of Planner in Teams today to be our Kanban.
Wonderful! I hope it will be helpful. It really works well for us.
Excellent video/education. I have used Project for many years and I think it is one of the best management tools available. I will give Planner a try, but I think Project will still be my favorite. I appreciate all of your videos and view them even if I'm not interested in the topic because you always do such a great job explaining them. Thank you.
Great to hear! Thank you!
Thanks for the continued amazing content, Leila. At 10:15 you mention that an email will be sent to notify of assigned tasks. Since we're working to manage our projects in Teams, a Teams notification would be much more appropriate. I want to move away from email. Is there a way to set the notifications up so they remain in Teams? Thanks as always.
Another amazing video Leila, thanks for that. Just wondering if would be possible to set to receive reminders on outlook before the task due date? Thanks
So nice, clean, simple and helpful! Thank you.
You ROCK! Very clear, good pace. So valuable. Thank you.
Thank you very much. A quick question - is it possible to see a team member's tasks across all plans ?
As always, i have to hit that like button for my absolutely best channel on youtube.
U r just amazing Leila
Thank you so much 😀
You are just awesome. Thanks so much for helping me look smarter than I am!
Happy to help, Jimmy!
Are there notifications for the start date so I will know when to start a task? or advance notice of the due date?
Great video! I'm designing a new project and this really helped get me started with planner
Hello I have some questions please:
What about sub-tasking? ( not checklist)
Why mentioning people is not available?
Sub-tasking could make this tool really useful. Until that I even can't see any big difference to using To-Do app.
I looked into Planner a bit because I thought it may be beneficial in our business, but it has some shortcomings that I believe would make it more of a hassle to use than it would be worth. I will check it out again after it has time to mature.
I have worked for two companies that use Office 365 for the business email accounts, there is a lot of untapped productivity features that have appeared through Office 365 over the last few years, Teams scratches the surface. I use Excel as a Kanban board like this video but the integration with Teams, and task assignments with email notifications looks a no brainer.
Give Planner a try. It's a great tool.
Thank you ver much, it's so great work with the planner and his integration with other Microsoft aplications.
is there a way for supervisors to have a top-level view of plans affiliated in a group/team, and to see who is being assigned what tasks?
Thanks Leila, very helpful, Our company uses Smartsheet a lot but is migrating to 365 so I see this as a plus as our use of Team continues to grow.
👍
Hi!! This video is really usefull! I was wondering if it is possible to create templates to apply the same structure in diferent projects! Thanks!
Great job as always.
ما شاء الله تبارك عليك.
Superb! You are a literal genius Leila! Thank you 🙏
Nice video Leila. Effective management tool to track a small-scoped project. As always, you are an excellent presenter!
I am always in a market to find an app to make communication better. Tasks by Planner is great for that. I just realized another team member cannot create a task when I started a list (shared in the team). I cannot find any settings to adjust so that we can all share the responsibility of adding tasks. Is this Planner's limitation?
Thank you for the video. Any idea why MS Planner doesn't show up for me under apps?
Hi Leila, your videos are very interesting and helpfull , thank you for sharing and keep it.
Leila congrats for all your videos! egarding this one, I have one question, how can we use Planner for recurrency tasks. Imagine a task that need to be done every month? Or week? Thanks
It doesn't have an inbuilt feature for this yet, but I believe we can set it up with Power Automate. I'll have to test it out.... It's a good video idea. Thank you.
@@LeilaGharani thank you for your care and attencion. Let me/us know when the new video is lauched
@@LeilaGharani this what we are looking for as well. We have a weekly meeting that has some recurring tasks. We are looking for a meeting agenda that can be automated. When issues arise, we want to assign those issues to a team member, give them a due date, and have that issue resurface on the due date, so that they can report on their progress.
Great tutorial. There's only one clarification needed. You stated that you can choose to show one or more items on the card but I think it's only one of the three items you can be viewed on the task card either: Notes, Checklist, or Attachment, but not multiple.
True, you can add notes, checklist and attachment to a card but you can only show 1 of them on the card in the board view.
Ms. Gharani- I am a Kanban work flow user. I have used Trello and Jira etc.
My question is this: How can we use/enable task ID numbers. Jira and Trello use Issue IDs. Makes conversations easy "Im working on card 1234 and 2345 today." Planner seems to only let cards be identified by whatever title/number we put in manually. Thank you for your help.
great tutorial. However I find issue when connecting channel into microsoft team. when click "+", I can't find Task by Planner. But, I can access planner via microsoft 365 at my browser
Thanks Leila! Always super informative and helpful. Always walk away excited to test myself :) well.done!
Loved the shout out to Microsoft Project!
Dear Madam, Thank you so much you are really amazing, you make it easy to understand i just wanna tell you to thank you so much
@leilaGharani thank you for such a great video. It was just the right amount of information for anyone. I especially liked the section on what is NOT for. This was the most important part of the video for me as this is exactly I spend a lot of time trying to figure out.
Glad it was helpful!
Hello Leila ! I would like to mention that you channel is helping me a lot ! Thank you ! Please, I need another tip related to planner...Is it possible to embed a plan from planner inside Powerpoint ? This feature will be impressive, since we can present real and online data in meetings. Looking forward to hear form you !
Can the tasks be link to task in MS Project and vs versa? It would be a nice feature to have tasks on your MS project be updated from Planner.
Very informative and easy to understand. I never used MS Planner, but I will give it a try!
Let us know how you like it.
Just randomly clicked on your video, and you're image quality and composition is great! But I really wanted to click the video away because of the sound. You can clearly hear the sound your mouth makes (those high pitch saliva noises). Try to put a windsock over your mic to filter them out! Hope I could help 😊
Great video Leila...power A/I automated apps could be helpful for next future videos.
Great presentation. Now I can share with my colleagues
Thanks for the video. Do you know if there is a way, after assigning tasks to my team, to see every task of someone I assigned in Schedule?
Thanks for the explanations, they were very clear and objective.
Glad you enjoyed it!
I made another automation in Planner with power automate. Everyday morning, Power Automate lists the tasks of Planner, filter pending ones, put the pending ones to new JSON and sends it as a table in Outlook email.. planner is one of the cool tool 😊
Nice work! Thanks for sharing.
Very nice and clear. Appreciate your efforts 🙏
What about creating a new video on Microsoft Lists
I really love these training and or informational videos. What really sucks is that the actions available shown here do not show on Planner 07/2022
You had mentioned what Planner is not good for, then recommended MS Project. Does Planner integrate well with Project? I’m thinking Project could be useful across multiple organizations/departments to create a grand design/view of a large scale project, while using Planner to fill in the minutiae from one’s own single organization/department, and to then add to that grand design.
Hi Leila, congratulations for the video, for the didactics and for sharing your knowledge. There are so many productivity tools available that sometimes productivity is lost in trying to use them all. I am currently using MS To Do to keep track of my personal and professional activities. Are To Do and Planner complementary tools, or are they different ways of doing the same thing?
My (experienced) understanding that To Do is leaner and integrates with Outlook, and Planner is more complex and integrates with Teams. So I would think complimentary as far as the general toolbox, but I'm not sure if one would use both on the same project. Happy to hear other perspectives.
This video was so good! I wiil implement that idea in my working days! Thanks Leila! I'm not on purpose clicked in dislike, but fortunatelly a managed to correct :D
Fantastic video! Planner is an excellent tool. One thing to be aware of is that there is currently no way to back up or restore plans or files stored in plans. Depending on the situation, it may be best to store links to files stored in SharePoint rather than attaching files directly to the plan.
Thanks for the info, Simon!
OMG! this is the secnond time I watch this video already!
This looks great, but I don't see Planner in my Office apps. Could I add it myself or would I need to convince someone else in the org. to add it?
Thanks Leila! very interesting! I'm having problems to link to Teams. I did as you show but the board that I created is not in the list to choose from. why can that be? Thanks!
Excellent. Crystal clear and super informative. Couldn’t ask for more :)
Awesome, thank you!
@@LeilaGharani
X can assign task to Y and after completion of task Y will update the same and X will get notification. Can Y assign the task to Z ???
For example one lead (X)assigns the task to designer then Designer (Y) completed the task and assign the same to reviewer (Z) . After reviewing task is completed reviewer will update in task planner.
Thanks for sharing. I have one additional question related to many project. You said that i can see all my tasks. Is there any way to see summary, progress of different projects? Kind of management overview.
So very helpful! I use this video to train my team. Thanks!
Great to hear, John!
G'day thanks for the video. I have a question about the custom labels. But they don't reflect in the other 'plans' within the planner. How do you make the custom labels appear in all the plans for all the tasks regardless of plan or bucket?
Does the planer schedule also integrate with the Outlook calendar?
Hi at 16:06 you show the planner as an excel Gnatt chart- this is really useful and what I'm looking for but i don't see anything that shows how you obtain that output?
Hi Leila! solid tutorial! Just a query, may we add target dates/deadlines to subtasks as well? Thank you!