Planner - Enrich tasks content Video
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
- 4457 views
-
Planner - Advanced tasks
- 3:18
- Viewed 3804 times
-
Planner - Displaying the progress of your plan
- 4:17
- Viewed 3309 times
-
Planner - Starting with planner
- 4:28
- Viewed 8685 times
-
Planner - Creating compartments to organise tasks
- 6:45
- Viewed 4715 times
-
Planner - Deleting a task, a compartment or a plan
- 3:25
- Viewed 4334 times
-
Planner - Planner and transverse applications
- 4:43
- Viewed 3755 times
-
Planner - Introduction to Planner
- 3:00
- Viewed 3811 times
-
Project Online - Creating a project
- 3:49
- Viewed 4271 times
-
Starting with planner
- 4:28
- Viewed 8685 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4715 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4334 times
-
Introduction to Planner
- 3:00
- Viewed 3811 times
-
Advanced tasks
- 3:18
- Viewed 3804 times
-
Planner and transverse applications
- 4:43
- Viewed 3755 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3309 times
-
Introduction to Planner
- 00:56
- Viewed 250 times
-
Create automatic reminders
- 4:10
- Viewed 8348 times
-
Answering a scheduling poll
- 1:14
- Viewed 7133 times
-
Create a scheduling poll
- 4:12
- Viewed 5386 times
-
Discovering the interface
- 4:51
- Viewed 5235 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4715 times
-
Creating the project tasks
- 5:18
- Viewed 4447 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4334 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4327 times
-
Creating a project
- 3:49
- Viewed 4271 times
-
Advanced tasks
- 3:18
- Viewed 3804 times
-
Manage the most important tasks
- 1:38
- Viewed 3784 times
-
Planner and transverse applications
- 4:43
- Viewed 3755 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3744 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3721 times
-
Organize your daily tasks
- 1:56
- Viewed 3666 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3591 times
-
Save, publish, and share
- 2:22
- Viewed 3577 times
-
Create a new task in To Do
- 2:21
- Viewed 3539 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3511 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3468 times
-
Setting delegates
- 0:34
- Viewed 3463 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3447 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3428 times
-
Save Automatically an attachment
- 4:32
- Viewed 3400 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3381 times
-
Automate Teams notifications
- 3:32
- Viewed 3356 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3341 times
-
Customising the interface
- 3:10
- Viewed 3324 times
-
Manage permissions
- 1:10
- Viewed 3321 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3309 times
-
Manage your availabilities
- 1:42
- Viewed 3275 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3263 times
-
Clutter
- 1:31
- Viewed 3196 times
-
Create and share lists with others
- 2:50
- Viewed 3115 times
-
Extensions
- 1:31
- Viewed 3029 times
-
Publish your Booking page
- 2:54
- Viewed 3013 times
-
Understanding the new interface
- 1:30
- Viewed 3009 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 3004 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 3001 times
-
Save, publish, and share
- 2:24
- Viewed 2997 times
-
Check your day planning
- 0:30
- Viewed 2980 times
-
Remove a member from a group
- 0:29
- Viewed 2979 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2858 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2857 times
-
The mobile App with Teams
- 0:48
- Viewed 2750 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2740 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2695 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2653 times
-
Immersive Reader
- 2:51
- Viewed 2636 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2632 times
-
Quickly find your files
- 2:07
- Viewed 2630 times
-
Pin your important files
- 0:34
- Viewed 2524 times
-
Organize your daily tasks
- 2:19
- Viewed 2436 times
-
Progressive Web Apps
- 3:11
- Viewed 2412 times
-
Install Office on your smartphone
- 1:02
- Viewed 2408 times
-
Manage the most important tasks
- 1:28
- Viewed 2372 times
-
Create video chapters
- 0:52
- Viewed 2329 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2320 times
-
Virtual Appointments
- 1:44
- Viewed 2276 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2238 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2227 times
-
Create a new task in To Do
- 2:21
- Viewed 2197 times
-
Rank your custom lists into groups
- 0:51
- Viewed 2162 times
-
Break up lengthy surveys and quizzes into sections
- 2:24
- Viewed 2157 times
-
Preparing for time away from the office
- 1:24
- Viewed 2119 times
-
View events
- 2:21
- Viewed 1537 times
-
Edit, Delete a Share
- 02:16
- Viewed 1452 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 935 times
-
Use the filter pane in a library
- 2:00
- Viewed 921 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 898 times
-
Pin a document to the top of a document library
- 1:32
- Viewed 884 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 868 times
-
Filter Your Document Display
- 1:10
- Viewed 841 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 799 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 596 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 523 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 499 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 491 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 473 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 466 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 460 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 452 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 448 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 447 times
-
Manage Storage Space
- 02:08
- Viewed 442 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 421 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 419 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 417 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 415 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 414 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 402 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 391 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 391 times
-
Power and Manage OneDrive
- 01:36
- Viewed 388 times
-
Manage new message notifications
- 01:40
- Viewed 372 times
-
Access Power Automate for the Web
- 01:25
- Viewed 371 times
-
Create different types of events
- 01:46
- Viewed 368 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 367 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 364 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 364 times
-
Create an appointment or meeting
- 01:44
- Viewed 360 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 359 times
-
Create a Meeting Poll
- 02:48
- Viewed 358 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 343 times
-
The Power Automate Mobile App
- 01:39
- Viewed 342 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 338 times
-
Create a task or reminder
- 01:50
- Viewed 326 times
-
Create an Email Template
- 01:40
- Viewed 322 times
-
Create a task from a message
- 02:00
- Viewed 316 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 316 times
-
Change the default font of your emails
- 01:05
- Viewed 314 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 311 times
-
Manage Views
- 02:36
- Viewed 309 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 309 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 300 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 298 times
-
Use a Shared Mailbox
- 01:18
- Viewed 294 times
-
Delay Email Delivery
- 01:10
- Viewed 290 times
-
Calendar Delegation Setup
- 01:21
- Viewed 287 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 283 times
-
Automate Routine Actions
- 02:19
- Viewed 282 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 280 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 276 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 275 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 273 times
-
View Other Calendars
- 00:50
- Viewed 272 times
-
Use Categories
- 02:51
- Viewed 271 times
-
Use Conversation View
- 01:47
- Viewed 270 times
-
Clean Up Your Inbox
- 01:18
- Viewed 264 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 264 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 260 times
-
Display Three Time Zones
- 01:52
- Viewed 256 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 253 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 253 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 252 times
-
Share Power Automate Flows
- 02:20
- Viewed 251 times
-
Easily Sort Your Mails
- 01:38
- Viewed 249 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 242 times
-
Discover the “Build Space”
- 02:26
- Viewed 238 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 237 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 231 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 219 times
-
Introduction to PowerBI
- 00:60
- Viewed 255 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 242 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 239 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 267 times
-
Introduction to Planner
- 00:56
- Viewed 250 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 288 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 252 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 363 times
-
Introduction to Sway
- 01:53
- Viewed 329 times
-
Introducing to Word
- 01:00
- Viewed 238 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 227 times
-
Create a call group
- 01:15
- Viewed 383 times
-
Use call delegation
- 01:07
- Viewed 193 times
-
Assign a delegate for your calls
- 01:08
- Viewed 351 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 196 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 198 times
-
Manage advanced call notifications
- 01:29
- Viewed 204 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 317 times
-
Block unwanted calls
- 01:24
- Viewed 233 times
-
Disable all call forwarding
- 01:09
- Viewed 217 times
-
Manage a call group in Teams
- 02:01
- Viewed 238 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 195 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 197 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 217 times
-
Manage voicemail messages
- 01:55
- Viewed 316 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 350 times
-
Customize your voicemail greeting
- 02:17
- Viewed 191 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 243 times
-
Manage simultaneous calls
- 01:52
- Viewed 217 times
-
Support third-party apps during calls
- 01:53
- Viewed 260 times
-
Add participants quickly and securely
- 01:37
- Viewed 205 times
-
Configure call privacy and security settings
- 02:51
- Viewed 201 times
-
Manage calls on hold
- 01:20
- Viewed 208 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 207 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 200 times
-
Action Function
- 04:18
- Viewed 202 times
-
Search Function
- 03:42
- Viewed 248 times
-
Date and Time Function
- 02:53
- Viewed 255 times
-
Logical Function
- 03:14
- Viewed 392 times
-
Text Function
- 03:25
- Viewed 260 times
-
Basic Function
- 02:35
- Viewed 220 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 262 times
-
Introduction to Power Fx
- 01:09
- Viewed 256 times
-
The New Calendar
- 03:14
- Viewed 432 times
-
Sections
- 02:34
- Viewed 231 times
-
Customizing Views
- 03:25
- Viewed 225 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 488 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 272 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 196 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 257 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.