Planner - Enrich tasks content Tutorial
In this video, you will learn how to enrich your tasks in Microsoft Planner.
The video covers tips on making your plan more attractive, including adding background images, customizing task cards with labels and attachments, and personalizing task details such as title, assignment, progress, and priority.
This will help you enhance your own tasks and make your plan more visually appealing.
- 5:48
- 4415 views
-
Planner - Advanced tasks
- 3:18
- Viewed 3778 times
-
Planner - Displaying the progress of your plan
- 4:17
- Viewed 3251 times
-
Planner - Starting with planner
- 4:28
- Viewed 8604 times
-
Planner - Creating compartments to organise tasks
- 6:45
- Viewed 4648 times
-
Planner - Deleting a task, a compartment or a plan
- 3:25
- Viewed 4245 times
-
Planner - Planner and transverse applications
- 4:43
- Viewed 3709 times
-
Planner - Introduction to Planner
- 3:00
- Viewed 3749 times
-
Project Online - Creating a project
- 3:49
- Viewed 4197 times
-
Starting with planner
- 4:28
- Viewed 8604 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4648 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4245 times
-
Advanced tasks
- 3:18
- Viewed 3778 times
-
Introduction to Planner
- 3:00
- Viewed 3749 times
-
Planner and transverse applications
- 4:43
- Viewed 3709 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3251 times
-
Introduction to Planner
- 00:56
- Viewed 222 times
-
Create automatic reminders
- 4:10
- Viewed 8143 times
-
Answering a scheduling poll
- 1:14
- Viewed 7072 times
-
Create a scheduling poll
- 4:12
- Viewed 5296 times
-
Discovering the interface
- 4:51
- Viewed 5184 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4648 times
-
Creating the project tasks
- 5:18
- Viewed 4371 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4296 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4245 times
-
Creating a project
- 3:49
- Viewed 4197 times
-
Advanced tasks
- 3:18
- Viewed 3778 times
-
Manage the most important tasks
- 1:38
- Viewed 3744 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3718 times
-
Planner and transverse applications
- 4:43
- Viewed 3709 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3648 times
-
Organize your daily tasks
- 1:56
- Viewed 3584 times
-
Save, publish, and share
- 2:22
- Viewed 3547 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3539 times
-
Create a new task in To Do
- 2:21
- Viewed 3487 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3479 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3412 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3391 times
-
Setting delegates
- 0:34
- Viewed 3389 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3385 times
-
Save Automatically an attachment
- 4:32
- Viewed 3347 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3339 times
-
Automate Teams notifications
- 3:32
- Viewed 3320 times
-
Customising the interface
- 3:10
- Viewed 3297 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3290 times
-
Manage permissions
- 1:10
- Viewed 3289 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3251 times
-
Manage your availabilities
- 1:42
- Viewed 3231 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3211 times
-
Clutter
- 1:31
- Viewed 3164 times
-
Create and share lists with others
- 2:50
- Viewed 3045 times
-
Extensions
- 1:31
- Viewed 2997 times
-
Save, publish, and share
- 2:24
- Viewed 2980 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 2977 times
-
Understanding the new interface
- 1:30
- Viewed 2977 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 2972 times
-
Publish your Booking page
- 2:54
- Viewed 2933 times
-
Remove a member from a group
- 0:29
- Viewed 2924 times
-
Check your day planning
- 0:30
- Viewed 2916 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2813 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2775 times
-
The mobile App with Teams
- 0:48
- Viewed 2719 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2679 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2667 times
-
Immersive Reader
- 2:51
- Viewed 2613 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2605 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2604 times
-
Quickly find your files
- 2:07
- Viewed 2598 times
-
Pin your important files
- 0:34
- Viewed 2507 times
-
Install Office on your smartphone
- 1:02
- Viewed 2383 times
-
Progressive Web Apps
- 3:11
- Viewed 2372 times
-
Organize your daily tasks
- 2:19
- Viewed 2368 times
-
Manage the most important tasks
- 1:28
- Viewed 2356 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2299 times
-
Create video chapters
- 0:52
- Viewed 2289 times
-
Virtual Appointments
- 1:44
- Viewed 2243 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2206 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2199 times
-
Create a new task in To Do
- 2:21
- Viewed 2177 times
-
Rank your custom lists into groups
- 0:51
- Viewed 2147 times
-
Break up lengthy surveys and quizzes into sections
- 2:24
- Viewed 2128 times
-
Preparing for time away from the office
- 1:24
- Viewed 2091 times
-
Harnessing Advanced Options in Your Loop
- 02:14
- Viewed 1646 times
-
Create a Task List or Plan with Copilot
- 1:49
- Viewed 1617 times
-
View events
- 2:21
- Viewed 1505 times
-
Leveraging OneDrive Logic in Your Loop
- 01:01
- Viewed 1433 times
-
Creating your new workspace
- 01:24
- Viewed 1328 times
-
Edit, Delete a Share
- 02:16
- Viewed 1324 times
-
How to Work with the Microsoft Loop Interface?
- 02:36
- Viewed 1287 times
-
Exchange and Communicate Using Discussions in Loop
- 01:14
- Viewed 1259 times
-
What is Microsoft Loop ?
- 2:09
- Viewed 1095 times
-
Generate and Organize Ideas with Copilot
- 2:06
- Viewed 1015 times
-
Enhance your pages using the "/" Command
- 03:24
- Viewed 947 times
-
Search and tag people with “@”
- 02:15
- Viewed 944 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 923 times
-
Use the filter pane in a library
- 2:00
- Viewed 898 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 873 times
-
Pin a document to the top of a document library
- 1:32
- Viewed 870 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 852 times
-
Filter Your Document Display
- 1:10
- Viewed 825 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 723 times
-
Transforming Your Section into a Component and Collaborating
- 02:34
- Viewed 675 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 574 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 510 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 467 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 459 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 440 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 431 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 427 times
-
Manage Storage Space
- 02:08
- Viewed 423 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 418 times
-
Send invitations or reminders with Copilot
- 00:53
- Viewed 416 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 406 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 406 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 405 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 401 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 400 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 391 times
-
Power and Manage OneDrive
- 01:36
- Viewed 379 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 376 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 375 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 371 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 369 times
-
Access Power Automate for the Web
- 01:25
- Viewed 356 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 348 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 348 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 347 times
-
Manage new message notifications
- 01:40
- Viewed 343 times
-
Create different types of events
- 01:46
- Viewed 332 times
-
Create an appointment or meeting
- 01:44
- Viewed 332 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 330 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 323 times
-
Create a Meeting Poll
- 02:48
- Viewed 321 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 311 times
-
Create a task or reminder
- 01:50
- Viewed 309 times
-
Create a task from a message
- 02:00
- Viewed 304 times
-
Change the default font of your emails
- 01:05
- Viewed 299 times
-
Create an Email Template
- 01:40
- Viewed 294 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 294 times
-
Manage Views
- 02:36
- Viewed 291 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 290 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 284 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 282 times
-
Organizing OneNote with Copilot
- 00:46
- Viewed 271 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 271 times
-
Calendar Delegation Setup
- 01:21
- Viewed 269 times
-
Use a Shared Mailbox
- 01:18
- Viewed 268 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 264 times
-
Automate Routine Actions
- 02:19
- Viewed 263 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 262 times
-
The Power Automate Mobile App
- 01:39
- Viewed 262 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 261 times
-
View Other Calendars
- 00:50
- Viewed 257 times
-
Use Categories
- 02:51
- Viewed 255 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 251 times
-
Clean Up Your Inbox
- 01:18
- Viewed 250 times
-
Delay Email Delivery
- 01:10
- Viewed 250 times
-
Use Conversation View
- 01:47
- Viewed 247 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 245 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 242 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 240 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 236 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 236 times
-
Share Power Automate Flows
- 02:20
- Viewed 235 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 231 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 226 times
-
Display Three Time Zones
- 01:52
- Viewed 226 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 226 times
-
Easily Sort Your Mails
- 01:38
- Viewed 225 times
-
Discover the “Build Space”
- 02:26
- Viewed 225 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 218 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 208 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 0 times
-
Format and example for optimal results
- 02:03
- Viewed 0 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 0 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 0 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 0 times
-
What is a prompt in conversational AI?
- 02:07
- Viewed 0 times
-
Extract Text from an Image
- 01:07
- Viewed 24 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 31 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 35 times
-
Query an Attached Meeting
- 01:51
- Viewed 17 times
-
Plan with Copilot
- 01:15
- Viewed 21 times
-
Share Requests with Your Team
- 03:07
- Viewed 33 times
-
Translate a presentation
- 01:38
- Viewed 22 times
-
Generate a Video
- 01:49
- Viewed 19 times
-
Add Speaker Notes
- 00:56
- Viewed 19 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 98 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 100 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 116 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 132 times
-
Copilot at the service of project reports
- 02:36
- Viewed 118 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 115 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 190 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 120 times
-
Project mode
- 01:31
- Viewed 122 times
-
Create an agent for a team
- 01:53
- Viewed 190 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 187 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 103 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 190 times
-
Copilot Studio agent settings
- 01:33
- Viewed 91 times
-
Add new actions
- 01:54
- Viewed 182 times
-
Create a first action
- 01:59
- Viewed 178 times
-
Manage topics
- 01:51
- Viewed 121 times
-
Manage knowledge sources
- 01:11
- Viewed 93 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 182 times
-
Access Copilot Studio
- 01:09
- Viewed 176 times
-
Get started with Copilot Studio
- 01:25
- Viewed 98 times
-
Introduction to PowerBI
- 00:60
- Viewed 224 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 219 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 223 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 236 times
-
Introduction to Planner
- 00:56
- Viewed 222 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 227 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 225 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 323 times
-
Introduction to Sway
- 01:53
- Viewed 270 times
-
Introducing to Word
- 01:00
- Viewed 219 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 206 times
-
Create a call group
- 01:15
- Viewed 306 times
-
Use call delegation
- 01:07
- Viewed 179 times
-
Assign a delegate for your calls
- 01:08
- Viewed 302 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 182 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 172 times
-
Manage advanced call notifications
- 01:29
- Viewed 187 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 256 times
-
Block unwanted calls
- 01:24
- Viewed 210 times
-
Disable all call forwarding
- 01:09
- Viewed 191 times
-
Manage a call group in Teams
- 02:01
- Viewed 205 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 183 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 180 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 200 times
-
Manage voicemail messages
- 01:55
- Viewed 278 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 308 times
-
Customize your voicemail greeting
- 02:17
- Viewed 180 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 187 times
-
Manage simultaneous calls
- 01:52
- Viewed 189 times
-
Support third-party apps during calls
- 01:53
- Viewed 230 times
-
Add participants quickly and securely
- 01:37
- Viewed 192 times
-
Configure call privacy and security settings
- 02:51
- Viewed 189 times
-
Manage calls on hold
- 01:20
- Viewed 182 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 179 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 187 times
-
Draft a Service Memo
- 02:33
- Viewed 238 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 222 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 335 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 306 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 118 times
-
Other Coaches
- 01:45
- Viewed 232 times
-
Agents in SharePoint
- 02:44
- Viewed 187 times
-
Prompt coach
- 02:49
- Viewed 216 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 206 times
-
Configure a Copilot Agent
- 02:39
- Viewed 207 times
-
Describe a copilot agent
- 01:32
- Viewed 234 times
-
Rewrite with Copilot
- 01:21
- Viewed 199 times
-
Analyze a video
- 01:21
- Viewed 229 times
-
Use the Copilot pane
- 01:12
- Viewed 213 times
-
Process text
- 01:03
- Viewed 203 times
-
Create an insights grid
- 01:19
- Viewed 349 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 209 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 233 times
-
Create an image with Copilot
- 00:42
- Viewed 363 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 225 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 233 times
-
Chat with Copilot
- 00:50
- Viewed 235 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 351 times
-
Data Privacy in Copilot
- 00:43
- Viewed 228 times
-
Access Copilot
- 00:25
- Viewed 383 times
-
Use a Copilot Agent
- 01:24
- Viewed 244 times
-
Edit in Pages
- 01:49
- Viewed 264 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 233 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 229 times
-
Generate the email for the recipient
- 00:44
- Viewed 215 times
-
Action Function
- 04:18
- Viewed 185 times
-
Search Function
- 03:42
- Viewed 235 times
-
Date and Time Function
- 02:53
- Viewed 226 times
-
Logical Function
- 03:14
- Viewed 346 times
-
Text Function
- 03:25
- Viewed 245 times
-
Basic Function
- 02:35
- Viewed 207 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 245 times
-
Introduction to Power Fx
- 01:09
- Viewed 235 times
-
The New Calendar
- 03:14
- Viewed 378 times
-
Sections
- 02:34
- Viewed 218 times
-
Customizing Views
- 03:25
- Viewed 210 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 415 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 247 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 186 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 134 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 229 times
-
Use the narrative Builder
- 01:31
- Viewed 265 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 233 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 240 times
-
Share a document with copilot
- 00:36
- Viewed 235 times
-
Configurate a page with copilot
- 01:47
- Viewed 237 times
-
Use Copilot with Right-Click
- 02:50
- Viewed 1274 times
Objectifs :
This video provides tips on how to enhance the visual appeal and functionality of your plans in Microsoft Planner. It covers how to personalize tasks, manage attachments, and customize the board settings for a more engaging user experience.
Chapitres :
-
Introduction to Microsoft Planner
Microsoft Planner is a project management tool that allows users to create and manage plans effectively. This video focuses on how to make your plans more attractive and organized, enhancing both visual appeal and usability. -
Navigating the Planner Hub
Upon entering the Planner hub, users can find their favorites on the right side, along with plans they have recently consulted or modified. Below this, there are plans that users have created or joined, providing easy access to ongoing projects. -
Understanding the Board Layout
Each plan consists of a board that features a background image and is divided into several buckets. Each bucket contains a list of tasks, which can be viewed in a card-based interface. Users can also see completed tasks at the bottom of the board. -
Task Details and Customization
Clicking on a task card reveals detailed information, including the title, assigned team members, colored labels, progress, priority level, start and end dates, personal notes, and checklists. Users can check or uncheck items on the checklist as they progress. -
Adding and Managing Attachments
Users can enhance task cards by adding attachments such as images, audio, video, or any files integrated with Microsoft Office. To add an attachment, click on 'Add attachment' and choose a file from your PC, a website, or the SharePoint library. -
Personalizing Task Cards
To personalize a task card, users can change the title, assign it to team members, and customize labels. For example, changing a label to 'Power Apps' and adjusting the progress to 'In Progress' can help clarify the task's status. -
Managing Checklists
Users can create and manage checklists within task cards. This includes changing the order of checklist items and adding new tasks. For instance, adding a step to be completed by specific team members helps in tracking progress. -
Customizing the Board
To make the plan visually appealing, users can customize the board's background. By accessing the plan settings through the three dots menu, users can select a new background image, enhancing the overall look of their plan. -
Conclusion
By following these tips, users can enrich their tasks in Microsoft Planner, making them more attractive and organized. Personalizing tasks and customizing the board not only improves aesthetics but also enhances productivity and collaboration within teams.
FAQ :
What is Microsoft Planner?
Microsoft Planner is a project management tool that helps teams organize their work, assign tasks, and track progress visually through boards and cards.
How do I create a new plan in Planner?
To create a new plan in Planner, go to your Planner hub, click on 'New Plan', and follow the prompts to set up your plan with a name and privacy settings.
What are buckets in Planner?
Buckets are categories used in Planner to group tasks within a plan, making it easier to organize and manage work.
Can I attach files to tasks in Planner?
Yes, you can attach various types of files to tasks in Planner, including documents, images, audio, and video files from your PC or SharePoint.
How can I change the priority of a task?
To change the priority of a task in Planner, open the task card and select the desired priority level from the options available.
What is the purpose of a checklist in Planner?
A checklist in Planner allows users to break down tasks into smaller, manageable steps, helping to track progress and ensure all components are completed.
How do I personalize my tasks in Planner?
You can personalize your tasks in Planner by changing titles, assigning team members, adding labels, and attaching files or notes.
Is it possible to change the background of my Planner board?
Yes, you can change the background of your Planner board by accessing the plan settings and selecting a new background image.
Quelques cas d'usages :
Project Management in Marketing
A marketing team can use Planner to organize their campaigns by creating a plan with buckets for different phases such as Research, Development, and Launch. Each task can be assigned to team members with deadlines and checklists to ensure all steps are completed.
Event Planning
An event planning team can utilize Planner to manage tasks for an upcoming conference. They can create a plan with buckets for Venue, Speakers, and Promotion, assigning tasks to different team members and tracking progress through checklists.
Software Development
A software development team can apply Planner to track the progress of their sprints. They can create a plan with buckets for Backlog, In Progress, and Completed tasks, allowing for clear visibility of the development process and team responsibilities.
Sales Pipeline Management
A sales team can use Planner to manage their sales pipeline by creating a plan with buckets for Leads, Opportunities, and Closed Deals. Each task can represent a potential sale, with details on priority and progress to streamline the sales process.
Training and Onboarding
An HR team can implement Planner to manage the onboarding process for new employees. They can create a plan with buckets for Orientation, Training, and Evaluation, assigning tasks to mentors and tracking completion through checklists.
Glossaire :
Planner
A project management tool by Microsoft that allows users to create plans, assign tasks, and track progress.
Buckets
Categories within a Planner board that help organize tasks into manageable sections.
Card
A visual representation of a task in Planner, containing details such as title, assigned members, and progress.
Checklist
A list of items or steps that need to be completed within a task, allowing users to track progress.
Attachments
Files that can be added to a task card, including documents, images, audio, and video.
Priority
A designation that indicates the importance of a task, which can be set to levels such as High, Medium, or Low.
Progress
The current status of a task, which can be updated to reflect stages such as Not Started, In Progress, or Completed.
Start date/End date
The dates that indicate when a task is scheduled to begin and when it is expected to be completed.
Microsoft Office
A suite of productivity applications that includes Word, Excel, PowerPoint, and others, which can be integrated with Planner.
SharePoint
A web-based collaboration platform by Microsoft that integrates with Office and is used for document management and storage.