Planner - Advanced tasks Tutorial
In this video, you will learn about advanced tasks in Microsoft Teams.
The video covers how to customize your work interface, the difference between applications, tabs, and connectors, and how to add apps, tabs, and connectors.
It also demonstrates how to use advanced features in team communications, customize document views, and set up an approval flow in a team.
This will help you become an expert at using Microsoft Teams for chat, collaboration, and getting things done.
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Enrich tasks content
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Enrich tasks content
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Objectifs :
This video tutorial aims to guide users on how to add attachments to tasks in Microsoft Planner, including files, images, and links. It covers the process of creating buckets, adding tasks, and managing attachments effectively.
Chapitres :
-
Introduction to Microsoft Planner
Microsoft Planner is a task management tool that allows users to create plans, organize tasks, and collaborate with team members. In this tutorial, we will focus on enhancing task management by adding attachments such as files, images, and links. -
Creating Buckets in Planner
To start organizing your tasks, you first need to create buckets. Buckets help categorize tasks based on different stages or types. Follow these steps: 1. Access your Planner Hub. 2. Select a plan from the left sidebar or choose a card-based interface. 3. On your board, rename the default bucket 'To do' to 'Idea 1'. 4. Click on 'Add new bucket' to create additional buckets, such as 'Conception' and 'Approval'. Now you have three buckets: Idea 1, Conception, and Approval. -
Adding Tasks to Buckets
Once your buckets are set up, you can start adding tasks. Here’s how: 1. Select the 'Idea 1' bucket. 2. Click on 'Add task'. 3. Enter the task name (e.g., '1') and press enter. 4. Repeat to add more tasks (e.g., '2', '3', '4', '5'). You can also rearrange buckets by dragging and dropping them, which will move all associated tasks accordingly. -
Adding Attachments to Tasks
To enhance your tasks, you can add various types of attachments. Here’s how to do it: 1. Select a task card. 2. Click on 'Add attachment'. 3. Choose from the following options: - Upload a file from your computer. - Add a link to any website. - Access your SharePoint library to locate files. For example, you can add an image file, a Word document, or even audio and video files. To add a link: 1. Copy the desired link from your browser. 2. Return to Planner, click 'Add attachment', and select 'Link'. 3. Paste the link and give it a name (e.g., 'Tutorial'). -
Visual Representation of Tasks
After adding attachments, you can visually represent your task card. For instance, if you want to display a Taurus image, simply select the image option. This feature allows for a more engaging and informative task management experience. -
Conclusion
In this tutorial, we covered how to create buckets, add tasks, and attach files, images, and links in Microsoft Planner. These features enhance task organization and collaboration, making it easier to manage projects effectively. By utilizing these tools, you can streamline your workflow and improve productivity.
FAQ :
How do I create a new plan in Planner?
To create a new plan in Planner, go to your Planner Hub, select 'New Plan', and follow the prompts to name your plan and set its privacy settings.
What types of attachments can I add to tasks in Planner?
You can add various types of attachments to tasks in Planner, including files (like Word documents, images, audio, and video), as well as links to external websites.
Can I move buckets around in Planner?
Yes, you can move buckets in Planner by using the drag and drop feature. Simply click and hold the bucket, then drag it to your desired location.
How do I add a link to a task in Planner?
To add a link to a task, select the task, click on 'Add attachment', choose 'Link', paste the URL, and give it a name before saving.
Is it possible to add multiple attachments to a single task?
Yes, you can add multiple attachments to a single task in Planner, including files and links, to provide comprehensive information related to that task.
Quelques cas d'usages :
Project Management
In a project management setting, teams can use Planner to create a project plan, organize tasks into buckets such as 'To Do', 'In Progress', and 'Completed', and attach relevant documents and links to each task for easy access.
Content Creation
Content teams can utilize Planner to manage their editorial calendar by creating buckets for different content types (e.g., blog posts, videos) and attaching drafts, images, and research links to each task.
Event Planning
Event planners can use Planner to organize tasks related to an event, such as venue selection, catering, and marketing. They can create buckets for each phase of the event and attach contracts, schedules, and promotional materials.
Team Collaboration
Teams can enhance collaboration by using Planner to assign tasks to team members, attach necessary files, and track progress in real-time, ensuring everyone is aligned and informed.
Training and Onboarding
HR departments can use Planner to create onboarding plans for new employees, organizing tasks into buckets for training sessions, document submissions, and performance evaluations, while attaching training materials and resources.
Glossaire :
Planner
A task management tool that helps users organize and track their work by creating plans, adding tasks, and managing workflows.
Buckets
Categories within a Planner that help organize tasks. Each bucket can represent a different stage of a project or a specific area of focus.
Attachments
Files, images, or links that can be added to tasks in Planner to provide additional context or resources.
Card-based interface
A visual layout in Planner where tasks are represented as cards, allowing for easy organization and management.
Drag and drop
A user interface action that allows users to move items (like tasks or buckets) by clicking and holding the item, then dragging it to a new location.
SharePoint
A web-based collaboration platform that integrates with Microsoft Office, allowing users to store, organize, share, and access information from any device.
Link
A URL that directs users to a specific webpage or online resource.