Planner - Planner and transverse applications Tutorial
In this video, you will learn about Planner and its integration with other Microsoft applications.
The video covers how to launch Planner from the Office.com portal, navigate the Planner Hub menu, and access recently opened or created plans.
It also demonstrates how Planner is automatically associated with a Microsoft 365 group and linked to OneNote for centralized note-taking.
Additionally, the video shows how to access the SharePoint Library for a group or plan, navigate to the SharePoint site, and manage groups from Outlook.
It concludes by explaining how to switch between interconnected apps like Teams, Notebook, and Planner.
This knowledge will help you effectively use Planner and seamlessly navigate between different Microsoft applications.
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Objectifs :
Understand how Microsoft Planner integrates with other Microsoft applications, including OneNote, SharePoint, Outlook, and Teams, and learn how to navigate between these applications effectively.
Chapitres :
-
Introduction to Microsoft Planner Integration
In this section, we will explore how Microsoft Planner is integrated with various Microsoft applications. This integration enhances productivity by allowing users to switch seamlessly between different tools. -
Accessing Microsoft Planner
To begin using Planner, navigate to the Office.com portal. From there, select Planner to launch the application. Once in the Planner Hub, you will find a menu on the right side displaying recently opened plans and modified plans. By clicking on 'All', you can view all plans you have created or joined. -
Navigating Your Plans
You can easily access your plans by hovering over the cards or selecting them from the left side menu. For example, selecting plan 'DD' allows you to view its name, buckets, and tasks. The three dots in the top right corner provide access to additional applications. -
Integration with OneNote
When you create a plan, it is automatically associated with a new Microsoft 365 group, which is linked to OneNote. This allows you to centralize your notes under the group's name. You can access OneNote directly from the Planner interface. -
Accessing SharePoint
You can also access the SharePoint Library associated with your group by clicking on 'Files'. This action takes you directly to the Documents menu in SharePoint, where you can view folders and files related to the group. -
Using Outlook for Group Management
From the Planner interface, you can navigate to Outlook online. Here, you can find your personal inbox and a list of all groups you belong to. By selecting group 'DD', you can view its profile, email address, and a list of members. This feature allows you to manage group activities efficiently. -
Interconnected Applications
Outlook provides easy access to interconnected applications such as Teams, OneNote, and Planner. You can switch between these applications seamlessly. For instance, returning to the SharePoint site allows you to navigate back to your plan. -
Personalizing Tasks in Planner
To personalize a task in Planner, hover over the task card and select 'Add attachment'. You can choose to upload a file from your PC, link to a website, or locate a file in your SharePoint library. For example, selecting an image file named 'Script' and checking the box personalizes your task card. -
Conclusion
In summary, Microsoft Planner's integration with other Microsoft applications like OneNote, SharePoint, Outlook, and Teams enhances collaboration and productivity. By understanding how to navigate these interconnected tools, users can manage their tasks and projects more effectively.
FAQ :
How do I access Microsoft Planner?
You can access Microsoft Planner by going to the office.com portal and selecting Planner from the menu.
What is the purpose of Microsoft 365 groups?
Microsoft 365 groups are designed to facilitate collaboration among team members by providing a shared space for resources, including files, notes, and tasks.
Can I link my Planner to OneNote?
Yes, when you create a plan in Microsoft Planner, it is automatically associated with a new Microsoft 365 group, which is linked to OneNote for centralized note-taking.
How can I personalize a task in Planner?
To personalize a task in Planner, hover over the task card and select 'Add attachment' to include files from your PC, links from websites, or files from your SharePoint site.
What other applications can I access from Planner?
From Microsoft Planner, you can access OneNote, SharePoint, Outlook, and Teams, allowing for seamless navigation between applications.
Quelques cas d'usages :
Project Management in Marketing
A marketing team can use Microsoft Planner to create a project plan for a new campaign. They can assign tasks to team members, attach relevant documents from SharePoint, and link notes from OneNote to keep everything organized.
Collaborative Product Development
In a product development scenario, teams can utilize Planner to track tasks related to product design, testing, and launch. By integrating with Teams and Outlook, they can communicate effectively and manage deadlines.
Event Planning
An event planning committee can use Microsoft Planner to coordinate tasks for an upcoming conference. They can create a shared plan, assign responsibilities, and attach files such as contracts and schedules for easy access.
Remote Team Collaboration
For remote teams, Microsoft Planner can serve as a central hub for task management. Team members can update their progress, share files, and communicate through integrated applications like Teams and Outlook.
Glossaire :
Microsoft Planner
A task management tool that helps teams organize their work visually. It allows users to create plans, assign tasks, and track progress.
Microsoft 365 group
A collection of people that can collaborate on projects and share resources, including files and notes, within Microsoft 365 applications.
OneNote
A digital note-taking application that allows users to create, organize, and share notes. It integrates with other Microsoft applications for easy access to notes related to specific projects.
SharePoint
A web-based collaboration platform that integrates with Microsoft Office. It is used for storing, organizing, sharing, and accessing information from any device.
Outlook
An email client and personal information manager from Microsoft that includes email, calendar, task management, and contact management features.
Teams
A collaboration platform that combines workplace chat, video meetings, file storage, and application integration, allowing teams to work together effectively.
Attachment
A file or document that is added to a task or message, allowing users to share additional information or resources.