Planner - Introduction to Planner Video
In this video, you will learn about the introduction to Microsoft Planner.
The video covers the basics of using Microsoft Planner to organize and prioritize your team's tasks.
You will discover how to create compartments to organize tasks, enrich tasks with documents and labels, and track the progress of your plan.
This will help you better distribute the workload of your projects and collaborate more effectively with your teams.
By using Microsoft Planner, you can optimize your personal work by visualizing deadlines, defining priorities, and staying organized and productive.
Additionally, you can integrate Microsoft Planner with other cross-functional applications in Microsoft 365, such as Microsoft Teams and Microsoft Outlook, to further enhance your task management capabilities.
- 3:00
- 3680 views
-
Planner - Creating compartments to organise tasks
- 6:45
- Viewed 4594 times
-
Planner - Starting with planner
- 4:28
- Viewed 8521 times
-
Planner - Advanced tasks
- 3:18
- Viewed 3752 times
-
Planner - Enrich tasks content
- 5:48
- Viewed 4391 times
-
Planner - Displaying the progress of your plan
- 4:17
- Viewed 3202 times
-
Flow / Power Automate - Introduction to Flow
- 01:06
- Viewed 3223 times
-
OneNote - Introduction to OneNote
- 1:16
- Viewed 3419 times
-
Bookings - Introduction to Bookings
- 1:19
- Viewed 3942 times
-
Starting with planner
- 4:28
- Viewed 8521 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4594 times
-
Enrich tasks content
- 5:48
- Viewed 4391 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4160 times
-
Advanced tasks
- 3:18
- Viewed 3752 times
-
Planner and transverse applications
- 4:43
- Viewed 3679 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3202 times
-
Introduction to Planner
- 00:56
- Viewed 188 times
-
Starting with planner
- 4:28
- Viewed 8521 times
-
Introduction to Power Bi
- 1:29
- Viewed 6435 times
-
The role of an administrator
- 2:22
- Viewed 4878 times
-
General Introduction
- 2:54
- Viewed 4840 times
-
Introduction to PowerApps
- 1:12
- Viewed 4129 times
-
Start using Excel
- 4:22
- Viewed 4105 times
-
A closer look at the ribbon
- 3:55
- Viewed 4035 times
-
Tell me what you want to do
- 0:57
- Viewed 4010 times
-
Introduction to Bookings
- 1:19
- Viewed 3942 times
-
New Interface
- 3:02
- Viewed 3896 times
-
Introduction to Power BI Building Blocks
- 3:07
- Viewed 3861 times
-
A first look at Excel 2016
- 3:22
- Viewed 3845 times
-
Top tips for working in Excel Online
- 3:35
- Viewed 3829 times
-
Introduction to Power BI Desktop
- 2:52
- Viewed 3828 times
-
How things are organized
- 1:58
- Viewed 3826 times
-
Introduction to Excel
- 0:59
- Viewed 3775 times
-
Introducing PowerAutomate
- 1:53
- Viewed 3745 times
-
Save and print an Excel workbook
- 1:53
- Viewed 3588 times
-
Introducing Outlook
- 0:50
- Viewed 3585 times
-
Introduction to PowerPoint
- 0:58
- Viewed 3582 times
-
Introducing Whiteboard
- 1:01
- Viewed 3582 times
-
Introduction to Word
- 0:59
- Viewed 3516 times
-
A first look at PowerPoint 2016
- 4:18
- Viewed 3512 times
-
Introducing Project
- 1:02
- Viewed 3504 times
-
Get going fast
- 1:38
- Viewed 3465 times
-
Introduction to OneNote
- 1:16
- Viewed 3419 times
-
Save time while searching for documents or informations
- 3:57
- Viewed 3404 times
-
Viva Connections in Microsoft Teams
- 0:58
- Viewed 3381 times
-
Introduction to Stream
- 1:17
- Viewed 3372 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3368 times
-
Introducing Lists
- 0:41
- Viewed 3310 times
-
Introducing Microsoft365
- 0:56
- Viewed 3290 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3235 times
-
Introducing MyAnalytics
- 1:37
- Viewed 3229 times
-
An Overview of SHIFTS
- 1:21
- Viewed 3217 times
-
Getting Started with Outlook Mobile App
- 1:53
- Viewed 3197 times
-
Clutter
- 1:31
- Viewed 3139 times
-
Do things quickly with Tell Me
- 0:49
- Viewed 3095 times
-
Access your Office Online App
- 0:43
- Viewed 3088 times
-
Office 365 overview
- 2:27
- Viewed 3060 times
-
Office Online Apps
- 1:27
- Viewed 3040 times
-
Start using PowerPoint
- 2:06
- Viewed 3023 times
-
Understand the difference between surveys and quizzes in Microsoft Forms
- 1:34
- Viewed 2976 times
-
Save a PowerPoint presentation
- 1:55
- Viewed 2973 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 2944 times
-
How things are organized
- 2:04
- Viewed 2916 times
-
A closer look at the ribbon
- 4:20
- Viewed 2874 times
-
Discovery of the interface
- 2:46
- Viewed 2872 times
-
Interface Introduction of SHIFTS
- 1:48
- Viewed 2867 times
-
Discover Excel Online
- 2:34
- Viewed 2829 times
-
Introducing Microsoft Viva Engage
- 1:20
- Viewed 2787 times
-
Get going fast
- 1:54
- Viewed 2763 times
-
Quick assist
- 1:29
- Viewed 2746 times
-
Presentation of the interface of your profile
- 1:41
- Viewed 2732 times
-
What is Microsoft Forms?
- 1:23
- Viewed 2717 times
-
Discover PowerPoint Online
- 2:35
- Viewed 2714 times
-
What is Viva Connections?
- 0:50
- Viewed 2637 times
-
Discover Word Online
- 2:34
- Viewed 2636 times
-
Tracking Prevention
- 0:59
- Viewed 2539 times
-
Organize your items with tags
- 2:52
- Viewed 2485 times
-
What is an Open Shift?
- 0:45
- Viewed 2483 times
-
Introduce OneNote
- 2:08
- Viewed 2479 times
-
Interface Discovery
- 2:20
- Viewed 2461 times
-
Introduction to the course on Forms
- 1:23
- Viewed 2435 times
-
Do things quickly with Tell Me
- 1:07
- Viewed 2409 times
-
Homepage Navigation
- 0:48
- Viewed 2323 times
-
Functioning of the inbox
- 1:19
- Viewed 2303 times
-
Introduction to Microsoft Stream (on SharePoint)
- 1:04
- Viewed 2297 times
-
Interface overview
- 1:08
- Viewed 2277 times
-
Navigating within a group
- 1:13
- Viewed 2240 times
-
Using Microsoft Viva Insights In Teams
- 0:59
- Viewed 2156 times
-
Introduction to the Microsoft Forms home page
- 3:14
- Viewed 2154 times
-
Exploring the viva insights interface
- 1:56
- Viewed 2028 times
-
Introducing Sharepoint
- 01:13
- Viewed 2011 times
-
Using relaxation modules
- 1:32
- Viewed 2006 times
-
What is OneDrive ?
- 01:14
- Viewed 1680 times
-
Find content and people
- 0:59
- Viewed 1606 times
-
Finding and Installing Teams for Mobile
- 0:57
- Viewed 1252 times
-
Introduction to Teams
- 1:25
- Viewed 1206 times
-
Presentation of the desktop application
- 2:16
- Viewed 1187 times
-
Interface Overview
- 1:10
- Viewed 1182 times
-
Task Module Overview
- 01:56
- Viewed 473 times
-
The Bcc Field in Detail
- 01:53
- Viewed 350 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 329 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 301 times
-
Explore the Interface
- 03:22
- Viewed 293 times
-
Introduce the new version of Outlook
- 02:01
- Viewed 271 times
-
Manage Views
- 02:36
- Viewed 271 times
-
Introduction to PowerBI
- 00:60
- Viewed 182 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 173 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 177 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 182 times
-
Introduction to Planner
- 00:56
- Viewed 188 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 176 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 183 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 250 times
-
Introduction to Sway
- 01:53
- Viewed 159 times
-
Introducing to Word
- 01:00
- Viewed 179 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 162 times
-
Create a call group
- 01:15
- Viewed 226 times
-
Use call delegation
- 01:07
- Viewed 145 times
-
Assign a delegate for your calls
- 01:08
- Viewed 223 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 148 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 138 times
-
Manage advanced call notifications
- 01:29
- Viewed 154 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 185 times
-
Block unwanted calls
- 01:24
- Viewed 152 times
-
Disable all call forwarding
- 01:09
- Viewed 158 times
-
Manage a call group in Teams
- 02:01
- Viewed 145 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 143 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 139 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 161 times
-
Manage voicemail messages
- 01:55
- Viewed 209 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 226 times
-
Customize your voicemail greeting
- 02:17
- Viewed 136 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 137 times
-
Manage simultaneous calls
- 01:52
- Viewed 147 times
-
Support third-party apps during calls
- 01:53
- Viewed 180 times
-
Add participants quickly and securely
- 01:37
- Viewed 143 times
-
Configure call privacy and security settings
- 02:51
- Viewed 141 times
-
Manage calls on hold
- 01:20
- Viewed 150 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 141 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 150 times
-
Action Function
- 04:18
- Viewed 150 times
-
Search Function
- 03:42
- Viewed 203 times
-
Date and Time Function
- 02:53
- Viewed 184 times
-
Logical Function
- 03:14
- Viewed 277 times
-
Text Function
- 03:25
- Viewed 212 times
-
Basic Function
- 02:35
- Viewed 177 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 201 times
-
Introduction to Power Fx
- 01:09
- Viewed 179 times
-
The New Calendar
- 03:14
- Viewed 301 times
-
Sections
- 02:34
- Viewed 187 times
-
Customizing Views
- 03:25
- Viewed 180 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 299 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 197 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 156 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 189 times
Objectifs :
This document aims to provide a comprehensive overview of how to effectively use Planner within Office 365 for project collaboration, task management, and team communication.
Chapitres :
-
Introduction to Planner
Planner is a project management tool integrated within Office 365 that allows teams to collaborate on projects, track progress, and manage individual assignments efficiently. This guide will walk you through the essential features of Planner and how to utilize them for effective teamwork. -
Accessing Planner
To open Planner, follow these steps: - Select the app launcher (the grid icon) in Office 365. - Click on 'All apps' and then select 'Planner'. - For quick access, use the pin feature to keep Planner at the top level of your apps. -
Creating and Managing Plans
When you create a new plan in Planner, a corresponding Office 365 group is automatically created with the same name. If you wish to add a plan to an existing group, you can do so as well. To manage your plans: - Select a plan from the Planner hub under 'Recent plans' or 'All plans'. - You can also add your plan to favorites for quick access to its status. -
Integrating Planner with Teams
To enhance collaboration, you can add a Planner tab in Microsoft Teams. This allows you to: - Collaborate with your team on the plan. - Have conversations and share files all in one place. This integration streamlines communication and keeps all project-related information accessible. -
Task Management
In Planner, you can view your team's tasks on a board and create buckets to group related tasks. For example, you might have a bucket labeled 'Catering'. To add a task: - Click the plus sign (+). - Enter a task name, set a due date, and assign it to a team member. In this case, we will assign it to Enrico, who is responsible for catering. Enrico can choose to receive notifications about assignments via email, Teams, or on his mobile device. -
Using Filters and Views
To manage tasks effectively, you can: - Use filters to narrow down the tasks displayed. - Group tasks by various criteria to sort them. - Drag tasks between buckets to update their status. - Mark tasks as complete using the task completion checkbox. Selecting a task allows you to add more details, check the status, and view the progress of tasks within each bucket, as well as the availability of team members. -
Calendar and Task Overview
Utilize the schedule view to see where tasks fall on the calendar. You can also add this schedule to Outlook for better visibility. Additionally, use the 'My Tasks' feature to view all tasks assigned to you across all your plans. By turning on 'Assigned to Me', you can see your Planner tasks directly in Microsoft To Do. -
Conclusion
In summary, Planner is a powerful tool for managing projects and tasks within Office 365. By leveraging its features, such as integration with Teams, task management capabilities, and calendar views, teams can enhance their collaboration and productivity. Understanding how to navigate and utilize Planner effectively will significantly impact your team's success in project execution.
FAQ :
What is Microsoft Planner?
Microsoft Planner is a project management tool that helps teams collaborate on projects, track progress, and manage tasks efficiently within the Office 365 environment.
How do I create a new plan in Planner?
To create a new plan in Planner, select the app launcher, choose 'All apps', and then select 'Planner'. You can create a new plan, which will automatically create a corresponding Office 365 group.
Can I integrate Planner with Microsoft Teams?
Yes, you can add a Planner tab in Microsoft Teams to collaborate with your team, have conversations, and share files all in one place.
How can I assign tasks to team members in Planner?
To assign a task, select the plus sign to add a new task, give it a name, set a due date, and assign it to a team member.
What are buckets in Planner?
Buckets are categories used in Planner to group related tasks, helping teams organize their work based on different criteria.
How can I see all my tasks in Planner?
You can view all tasks assigned to you across all your plans by using the 'My Tasks' feature in Planner.
Quelques cas d'usages :
Project Management in Marketing
A marketing team can use Planner to manage their campaign tasks, assign responsibilities to team members, and track the progress of each task to ensure timely completion.
Event Planning
An event planning team can create a plan in Planner to organize tasks related to catering, venue selection, and guest management, using buckets to categorize tasks by type.
Software Development
A software development team can utilize Planner to track development tasks, assign them to developers, and monitor progress through the schedule view, ensuring deadlines are met.
Sales Team Coordination
A sales team can use Planner to manage client follow-ups, assign tasks to team members, and use notifications to stay updated on task statuses.
Glossaire :
Planner
A project management tool within Office 365 that allows teams to collaborate on projects, track progress, and manage tasks.
Office 365 Groups
A feature in Office 365 that allows users to create a group for collaboration, which includes shared resources like a shared mailbox, calendar, and files.
Task
An individual piece of work or assignment that needs to be completed as part of a project.
Bucket
A category or grouping within Planner that helps organize tasks based on their status or type.
Due Date
The date by which a task must be completed.
Notifications
Alerts that inform users about updates or changes related to their tasks, which can be received via email, Teams, or mobile devices.
Schedule View
A visual representation of tasks on a calendar, allowing users to see when tasks are due.
My Tasks
A feature that allows users to view all tasks assigned to them across different plans.