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
- 4488 views
-
Planner - Advanced tasks
- 3:18
- Viewed 3826 times
-
Planner - Displaying the progress of your plan
- 4:17
- Viewed 3345 times
-
Planner - Starting with planner
- 4:28
- Viewed 8726 times
-
Planner - Creating compartments to organise tasks
- 6:45
- Viewed 4754 times
-
Planner - Deleting a task, a compartment or a plan
- 3:25
- Viewed 4376 times
-
Planner - Planner and transverse applications
- 4:43
- Viewed 3785 times
-
Planner - Introduction to Planner
- 3:00
- Viewed 3839 times
-
Project Online - Creating a project
- 3:49
- Viewed 4308 times
-
Starting with planner
- 4:28
- Viewed 8726 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4754 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4376 times
-
Introduction to Planner
- 3:00
- Viewed 3839 times
-
Advanced tasks
- 3:18
- Viewed 3826 times
-
Planner and transverse applications
- 4:43
- Viewed 3785 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3345 times
-
Introduction to Planner
- 00:56
- Viewed 259 times
-
Create automatic reminders
- 4:10
- Viewed 8444 times
-
Answering a scheduling poll
- 1:14
- Viewed 7168 times
-
Create a scheduling poll
- 4:12
- Viewed 5457 times
-
Discovering the interface
- 4:51
- Viewed 5292 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4754 times
-
Creating the project tasks
- 5:18
- Viewed 4473 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4376 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4346 times
-
Creating a project
- 3:49
- Viewed 4308 times
-
Advanced tasks
- 3:18
- Viewed 3826 times
-
Manage the most important tasks
- 1:38
- Viewed 3805 times
-
Planner and transverse applications
- 4:43
- Viewed 3785 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3767 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3763 times
-
Organize your daily tasks
- 1:56
- Viewed 3701 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3616 times
-
Save, publish, and share
- 2:22
- Viewed 3601 times
-
Create a new task in To Do
- 2:21
- Viewed 3566 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3540 times
-
Setting delegates
- 0:34
- Viewed 3505 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3497 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3473 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3452 times
-
Save Automatically an attachment
- 4:32
- Viewed 3428 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3411 times
-
Automate Teams notifications
- 3:32
- Viewed 3381 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3364 times
-
Customising the interface
- 3:10
- Viewed 3346 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3345 times
-
Manage permissions
- 1:10
- Viewed 3344 times
-
Manage your availabilities
- 1:42
- Viewed 3301 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3297 times
-
Clutter
- 1:31
- Viewed 3215 times
-
Create and share lists with others
- 2:50
- Viewed 3146 times
-
Publish your Booking page
- 2:54
- Viewed 3060 times
-
Extensions
- 1:31
- Viewed 3045 times
-
Understanding the new interface
- 1:30
- Viewed 3027 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 3018 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 3018 times
-
Save, publish, and share
- 2:24
- Viewed 3010 times
-
Remove a member from a group
- 0:29
- Viewed 3007 times
-
Check your day planning
- 0:30
- Viewed 3000 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2897 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2875 times
-
The mobile App with Teams
- 0:48
- Viewed 2768 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2766 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2714 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2678 times
-
Immersive Reader
- 2:51
- Viewed 2651 times
-
Quickly find your files
- 2:07
- Viewed 2651 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2650 times
-
Pin your important files
- 0:34
- Viewed 2536 times
-
Organize your daily tasks
- 2:19
- Viewed 2458 times
-
Progressive Web Apps
- 3:11
- Viewed 2444 times
-
Install Office on your smartphone
- 1:02
- Viewed 2420 times
-
Manage the most important tasks
- 1:28
- Viewed 2385 times
-
Create video chapters
- 0:52
- Viewed 2349 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2342 times
-
Virtual Appointments
- 1:44
- Viewed 2296 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2258 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2241 times
-
Create a new task in To Do
- 2:21
- Viewed 2207 times
-
Rank your custom lists into groups
- 0:51
- Viewed 2174 times
-
Break up lengthy surveys and quizzes into sections
- 2:24
- Viewed 2170 times
-
Preparing for time away from the office
- 1:24
- Viewed 2148 times
-
Harnessing Advanced Options in Your Loop
- 02:14
- Viewed 1762 times
-
Create a Task List or Plan with Copilot
- 1:49
- Viewed 1697 times
-
View events
- 2:21
- Viewed 1553 times
-
Edit, Delete a Share
- 02:16
- Viewed 1519 times
-
Leveraging OneDrive Logic in Your Loop
- 01:01
- Viewed 1501 times
-
Creating your new workspace
- 01:24
- Viewed 1353 times
-
How to Work with the Microsoft Loop Interface?
- 02:36
- Viewed 1345 times
-
Exchange and Communicate Using Discussions in Loop
- 01:14
- Viewed 1283 times
-
Generate and Organize Ideas with Copilot
- 2:06
- Viewed 1238 times
-
What is Microsoft Loop ?
- 2:09
- Viewed 1118 times
-
Search and tag people with “@”
- 02:15
- Viewed 993 times
-
Enhance your pages using the "/" Command
- 03:24
- Viewed 976 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 949 times
-
Use the filter pane in a library
- 2:00
- Viewed 935 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 917 times
-
Pin a document to the top of a document library
- 1:32
- Viewed 892 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 877 times
-
Filter Your Document Display
- 1:10
- Viewed 850 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 838 times
-
Transforming Your Section into a Component and Collaborating
- 02:34
- Viewed 692 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 607 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 530 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 518 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 513 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 492 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 489 times
-
Send invitations or reminders with Copilot
- 00:53
- Viewed 487 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 480 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 476 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 469 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 467 times
-
Manage Storage Space
- 02:08
- Viewed 449 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 432 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 431 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 426 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 425 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 424 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 419 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 400 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 399 times
-
Power and Manage OneDrive
- 01:36
- Viewed 395 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 393 times
-
Manage new message notifications
- 01:40
- Viewed 382 times
-
Create different types of events
- 01:46
- Viewed 380 times
-
Create an appointment or meeting
- 01:44
- Viewed 378 times
-
Access Power Automate for the Web
- 01:25
- Viewed 378 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 377 times
-
Create a Meeting Poll
- 02:48
- Viewed 375 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 372 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 369 times
-
The Power Automate Mobile App
- 01:39
- Viewed 356 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 352 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 344 times
-
Create a task or reminder
- 01:50
- Viewed 335 times
-
Create an Email Template
- 01:40
- Viewed 332 times
-
Change the default font of your emails
- 01:05
- Viewed 326 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 325 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 324 times
-
Create a task from a message
- 02:00
- Viewed 323 times
-
Manage Views
- 02:36
- Viewed 322 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 320 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 319 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 313 times
-
Delay Email Delivery
- 01:10
- Viewed 309 times
-
Use a Shared Mailbox
- 01:18
- Viewed 304 times
-
Calendar Delegation Setup
- 01:21
- Viewed 302 times
-
Organizing OneNote with Copilot
- 00:46
- Viewed 296 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 292 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 292 times
-
Automate Routine Actions
- 02:19
- Viewed 291 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 287 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 285 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 285 times
-
View Other Calendars
- 00:50
- Viewed 283 times
-
Use Categories
- 02:51
- Viewed 281 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 278 times
-
Use Conversation View
- 01:47
- Viewed 277 times
-
Clean Up Your Inbox
- 01:18
- Viewed 273 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 272 times
-
Display Three Time Zones
- 01:52
- Viewed 269 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 265 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 264 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 262 times
-
Easily Sort Your Mails
- 01:38
- Viewed 258 times
-
Share Power Automate Flows
- 02:20
- Viewed 258 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 251 times
-
Discover the “Build Space”
- 02:26
- Viewed 247 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 246 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 237 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 230 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 37 times
-
Format and example for optimal results
- 02:03
- Viewed 38 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 31 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 82 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 29 times
-
What is a prompt in conversational AI?
- 02:02
- Viewed 34 times
-
Extract Text from an Image
- 01:07
- Viewed 57 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 101 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 112 times
-
Query an Attached Meeting
- 01:51
- Viewed 43 times
-
Plan with Copilot
- 01:15
- Viewed 71 times
-
Share Requests with Your Team
- 03:07
- Viewed 106 times
-
Translate a presentation
- 01:38
- Viewed 49 times
-
Generate a Video
- 01:49
- Viewed 56 times
-
Add Speaker Notes
- 00:56
- Viewed 52 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 126 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 119 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 136 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 173 times
-
Copilot at the service of project reports
- 02:36
- Viewed 146 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 134 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 262 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 143 times
-
Project mode
- 01:31
- Viewed 141 times
-
Create an agent for a team
- 01:53
- Viewed 245 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 240 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 113 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 244 times
-
Copilot Studio agent settings
- 01:33
- Viewed 105 times
-
Add new actions
- 01:54
- Viewed 243 times
-
Create a first action
- 01:59
- Viewed 233 times
-
Manage topics
- 01:51
- Viewed 133 times
-
Manage knowledge sources
- 01:11
- Viewed 102 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 238 times
-
Access Copilot Studio
- 01:09
- Viewed 230 times
-
Get started with Copilot Studio
- 01:25
- Viewed 114 times
-
Introduction to PowerBI
- 00:60
- Viewed 269 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 253 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 247 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 282 times
-
Introduction to Planner
- 00:56
- Viewed 259 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 325 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 265 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 388 times
-
Introduction to Sway
- 01:53
- Viewed 343 times
-
Introducing to Word
- 01:00
- Viewed 246 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 234 times
-
Create a call group
- 01:15
- Viewed 416 times
-
Use call delegation
- 01:07
- Viewed 200 times
-
Assign a delegate for your calls
- 01:08
- Viewed 381 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 205 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 206 times
-
Manage advanced call notifications
- 01:29
- Viewed 214 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 342 times
-
Block unwanted calls
- 01:24
- Viewed 249 times
-
Disable all call forwarding
- 01:09
- Viewed 230 times
-
Manage a call group in Teams
- 02:01
- Viewed 251 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 202 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 206 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 225 times
-
Manage voicemail messages
- 01:55
- Viewed 343 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 378 times
-
Customize your voicemail greeting
- 02:17
- Viewed 202 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 265 times
-
Manage simultaneous calls
- 01:52
- Viewed 230 times
-
Support third-party apps during calls
- 01:53
- Viewed 290 times
-
Add participants quickly and securely
- 01:37
- Viewed 214 times
-
Configure call privacy and security settings
- 02:51
- Viewed 211 times
-
Manage calls on hold
- 01:20
- Viewed 216 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 220 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 209 times
-
Draft a Service Memo
- 02:33
- Viewed 258 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 245 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 396 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 370 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 128 times
-
Other Coaches
- 01:45
- Viewed 271 times
-
Agents in SharePoint
- 02:44
- Viewed 210 times
-
Prompt coach
- 02:49
- Viewed 239 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 225 times
-
Configure a Copilot Agent
- 02:39
- Viewed 232 times
-
Describe a copilot agent
- 01:32
- Viewed 270 times
-
Rewrite with Copilot
- 01:21
- Viewed 222 times
-
Analyze a video
- 01:21
- Viewed 249 times
-
Use the Copilot pane
- 01:12
- Viewed 234 times
-
Process text
- 01:03
- Viewed 226 times
-
Create an insights grid
- 01:19
- Viewed 418 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 231 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 252 times
-
Create an image with Copilot
- 00:42
- Viewed 429 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 245 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 251 times
-
Chat with Copilot
- 00:50
- Viewed 257 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 417 times
-
Data Privacy in Copilot
- 00:43
- Viewed 253 times
-
Access Copilot
- 00:25
- Viewed 445 times
-
Use a Copilot Agent
- 01:24
- Viewed 287 times
-
Edit in Pages
- 01:49
- Viewed 293 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 261 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 255 times
-
Generate the email for the recipient
- 00:44
- Viewed 243 times
-
Action Function
- 04:18
- Viewed 210 times
-
Search Function
- 03:42
- Viewed 257 times
-
Date and Time Function
- 02:53
- Viewed 270 times
-
Logical Function
- 03:14
- Viewed 418 times
-
Text Function
- 03:25
- Viewed 268 times
-
Basic Function
- 02:35
- Viewed 226 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 270 times
-
Introduction to Power Fx
- 01:09
- Viewed 267 times
-
The New Calendar
- 03:14
- Viewed 458 times
-
Sections
- 02:34
- Viewed 239 times
-
Customizing Views
- 03:25
- Viewed 232 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 525 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 289 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 201 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 148 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 272 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.
Cette formation pourrait intéresser votre entreprise ?
Mandarine Academy vous offre la possibilité d'obtenir des catalogues complets et actualisés, réalisés par nos formateurs experts dans différents domaines pour votre entreprise