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.
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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.