How to use Microsoft Planner | Complete Guide | Add to Teams
ฝัง
- เผยแพร่เมื่อ 15 มิ.ย. 2024
- Join 400,000+ professionals in our courses here 👉 link.xelplus.com/yt-d-all-cou...
In this Microsoft Planner for beginners tutorial I cover everything you need to know to use Microsoft Planner. I'll show you how to use Microsoft Planner from the web (from office.com) and also how you can use Microsoft Planner in Microsoft Teams.
⬇️ Microsoft Planner Quick Start Guide, available as a free PDF download 👉 pages.xelplus.com/planner-qui...
Microsoft Planner is a Kanban solution that simplifies task management for teams. It's a fully customizable, visual tool that's super-easy to use. It uses a simple card-based interface with files, checklists, labels, and more to track progress and deadlines. Best of all, it's fully integrated with other Microsoft apps like Teams. You can use Microsoft Planner to manage your teamwork and to make sure everyone in the team knows which tasks to do. Planner is also great for personal task planning and organizing. You can schedule tasks in Planner and get a visual overview of task distribution within the team as well as task due dates and more.
You can filter tasks in Microsoft Planner based on different criteria, such as person responsible, task label, due date etc.
In this complete guide I'll show you how Microsoft Planner works and how you can successfully track your tasks.
00:00 How to Use Microsoft Planner
01:21 How to Access Microsoft Planner
01:59 How to Create a Plan in Microsoft Planner
03:39 What are Buckets in Microsoft Planner
05:18 How to Create Tasks in Microsoft Planner
11:23 How to Manage Projects with Microsoft Planner
12:51 How to Filter and Group Information in Microsoft Planner
13:40 How to Use Charts View in Microsoft Planner
14:04 How to Use Schedule View in Microsoft Planner
14:43 How to Export a Plan from Microsoft Planner to Excel
15:17 How to Use Planner in Microsoft Teams
LINK to Microsoft Teams Tutorials: • Microsoft Teams
➡️ Join this channel to get access to perks: / @leilagharani
👕☕ Get the Official XelPlus MERCH: xelplus.creator-spring.com/
🎓 Not sure which of my Excel courses fits best for you? Take the quiz: www.xelplus.com/course-quiz/
🎥 RESOURCES I recommend: www.xelplus.com/resources/
🚩Let’s connect on social:
Instagram: / lgharani
LinkedIn: / xelplus
Note: This description contains affiliate links, which means at no additional cost to you, we will receive a small commission if you make a purchase using the links. This helps support the channel and allows us to continue to make videos like this. Thank you for your support!
#microsoftplanner
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.
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.
EXACTLY WHAT I NEEDED. Really appreciate the time and effort you put into structuring your content. Beautifully done. Consider me a fan!
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!
Thank you very much, Leila. it does help me to understand the overview quickly, your presentation is really great!
Excellent tutorial. Well structured, easy to understand and a good pace.
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!
So nice, clean, simple and helpful! Thank you.
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!
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!
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. This was brilliant. Explained so very simply and the steps are now registered for life. Many Many Thanks for the superb content.
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.
This is the best channel for bussiness tools
Great video, complete and very informative, as always!
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.
Nice video Leila. Effective management tool to track a small-scoped project. As always, you are an excellent presenter!
You ROCK! Very clear, good pace. So valuable. Thank you.
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!
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
Great job as always.
ما شاء الله تبارك عليك.
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!
Wow! Great video. I plan on using this for my projects at work that need collaboration as well
Thanks Leila! Always super informative and helpful. Always walk away excited to test myself :) well.done!
Thanks so much Leila for introducing to Planner. Really enjoy the learning experience and look forward to see more.
Thanks for watching!
Yeeeeeeeeeees! Thank you for this info Queen!!!! I needed this.
EXCELLENT TUTORIAL. BRIEFLY EXPLAINED. NEVER KNEW YOU COULD EXPORT THEM TO EXCEL.
Glad it was helpful!
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.
It's a great video, added something productive for the day. Thanks a ton!!!
Thanks Leila. Love your work...
Superb! You are a literal genius Leila! Thank you 🙏
Very helpful.....great way to manage small projects.
Good job! thank so much your teaching
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.
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.
Well done, thank you!
What a great tutorial, thank you 👍
Great video, thank you.
Great video!
Thank you for all your videos.
Hey Leila, you've done it again! Another clear and excellent tutorial that gets the job done!
+
Loved the shout out to Microsoft Project!
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.
Great video! I'm designing a new project and this really helped get me started with planner
Excellent summary thanks!
Very Useful! thanks for that
Hi Leila, hope you'll do complete guide of ms sharepoint soon.
wonderful, thank you!
Great presentation. Now I can share with my colleagues
So very helpful! I use this video to train my team. Thanks!
Great to hear, John!
Great and well presented overview! thanks Leila
Hi Leila. Very interesting! Thanks for sharing :)) Thumbs up!!
Excellent presentation.
Hi Leila! solid tutorial! Just a query, may we add target dates/deadlines to subtasks as well? Thank you!
It is one of the best software to plan for project, thank you for the presentation
Great video! I was just lookin into this will be great to keep track of things
Glad it was helpful!
Very nice and clear. Appreciate your efforts 🙏
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!
Great video , thank you for your clear explanation. As usual you help me to save time !
Our pleasure, Dominique!
Looking forward to your next video!
You are amazing, Leila.
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
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.
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!
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!
Very Good. Thanks
Thank you ver much, it's so great work with the planner and his integration with other Microsoft aplications.
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 😀
Thank you, great intro :)
Thank you so much Great much appreciated to the point
Thanks for the explanations, they were very clear and objective.
Glad you enjoyed it!
OMG! this is the secnond time I watch this video already!
Thanks Leila for very informative and useful videos!
My pleasure!
Thanks for this great overview! We just started using Teams during the pandemic and it's been great to help us work remotely and stay on task.
Our pleasure!
Amazing value, thank you so much!
You're so welcome, Marvin!
Perfectly planned! Just in time for my schedule ;-)
Great!
Very useful, thank you
Wow - You explained nicely thanks. Today, I am demoing Planner to my team. :)
I love your videos. You are beautiful and Smart!
The mug lol! And the video is excellent as well :)
Hi Leila, your videos are very interesting and helpfull , thank you for sharing and keep it.
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.
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.
Great Video. Thank you
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.
Thank you, I'm actually going to use planner tomorrow for scheduling and track my learning progress on programming languages.
👍
I know it deserves a like. even though I haven't seen it completely
You are just awesome. Thanks so much for helping me look smarter than I am!
Happy to help, Jimmy!
Outstanding!
I enjoyed this.
Great video Leila...power A/I automated apps could be helpful for next future videos.
Thanks Leila , this was really good
You're so welcome!
Thank you very mach
@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!
This is the best video thank you very much my master
Wow, thanks!
Thanks!
Brilliant video! Thank you. Does it show a history of who changed what? An audit history would be amazing.
Thank you so much for the video. Your videos are really inspiring.
Glad you like them!
@@LeilaGharani hi Leila, i have question would you be able to show how to extract sheet from excel workbook and save it using VBA.
I have this repeated task every week where i have to update workbook and extract few sheets i feel this can be automated.
Thanks :)
Hi Leila! Excellent video! Could you make a video on best application to schedule & track a bunch of recurring (monthly) tasks for a team.