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.
- 3:18
- 3824 views
-
Planner - Enrich tasks content
- 5:48
- Viewed 4485 times
-
Planner - Displaying the progress of your plan
- 4:17
- Viewed 3341 times
-
Planner - Creating compartments to organise tasks
- 6:45
- Viewed 4753 times
-
Planner - Starting with planner
- 4:28
- Viewed 8724 times
-
Planner - Planner and transverse applications
- 4:43
- Viewed 3783 times
-
Planner - Deleting a task, a compartment or a plan
- 3:25
- Viewed 4374 times
-
Project Online - Creating a project
- 3:49
- Viewed 4305 times
-
Project Online - Discovering the interface
- 4:51
- Viewed 5290 times
-
Starting with planner
- 4:28
- Viewed 8724 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4753 times
-
Enrich tasks content
- 5:48
- Viewed 4485 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4374 times
-
Introduction to Planner
- 3:00
- Viewed 3835 times
-
Planner and transverse applications
- 4:43
- Viewed 3783 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3341 times
-
Introduction to Planner
- 00:56
- Viewed 259 times
-
Create automatic reminders
- 4:10
- Viewed 8435 times
-
Answering a scheduling poll
- 1:14
- Viewed 7167 times
-
Create a scheduling poll
- 4:12
- Viewed 5452 times
-
Discovering the interface
- 4:51
- Viewed 5290 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4753 times
-
Enrich tasks content
- 5:48
- Viewed 4485 times
-
Creating the project tasks
- 5:18
- Viewed 4472 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4374 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4345 times
-
Creating a project
- 3:49
- Viewed 4305 times
-
Manage the most important tasks
- 1:38
- Viewed 3804 times
-
Planner and transverse applications
- 4:43
- Viewed 3783 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3765 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3761 times
-
Organize your daily tasks
- 1:56
- Viewed 3697 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3615 times
-
Save, publish, and share
- 2:22
- Viewed 3599 times
-
Create a new task in To Do
- 2:21
- Viewed 3564 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3538 times
-
Setting delegates
- 0:34
- Viewed 3501 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3496 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3472 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3451 times
-
Save Automatically an attachment
- 4:32
- Viewed 3427 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3410 times
-
Automate Teams notifications
- 3:32
- Viewed 3380 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3364 times
-
Customising the interface
- 3:10
- Viewed 3345 times
-
Manage permissions
- 1:10
- Viewed 3342 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3341 times
-
Manage your availabilities
- 1:42
- Viewed 3300 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3297 times
-
Clutter
- 1:31
- Viewed 3214 times
-
Create and share lists with others
- 2:50
- Viewed 3144 times
-
Publish your Booking page
- 2:54
- Viewed 3048 times
-
Extensions
- 1:31
- Viewed 3044 times
-
Understanding the new interface
- 1:30
- Viewed 3026 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 3017 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 3017 times
-
Save, publish, and share
- 2:24
- Viewed 3008 times
-
Remove a member from a group
- 0:29
- Viewed 3006 times
-
Check your day planning
- 0:30
- Viewed 2999 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2893 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2874 times
-
The mobile App with Teams
- 0:48
- Viewed 2768 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2764 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2713 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2676 times
-
Immersive Reader
- 2:51
- Viewed 2650 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2649 times
-
Quickly find your files
- 2:07
- Viewed 2649 times
-
Pin your important files
- 0:34
- Viewed 2535 times
-
Organize your daily tasks
- 2:19
- Viewed 2457 times
-
Progressive Web Apps
- 3:11
- Viewed 2443 times
-
Install Office on your smartphone
- 1:02
- Viewed 2420 times
-
Manage the most important tasks
- 1:28
- Viewed 2383 times
-
Create video chapters
- 0:52
- Viewed 2346 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2341 times
-
Virtual Appointments
- 1:44
- Viewed 2296 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2257 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2239 times
-
Create a new task in To Do
- 2:21
- Viewed 2206 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 2147 times
-
Harnessing Advanced Options in Your Loop
- 02:14
- Viewed 1758 times
-
Create a Task List or Plan with Copilot
- 1:49
- Viewed 1696 times
-
View events
- 2:21
- Viewed 1553 times
-
Edit, Delete a Share
- 02:16
- Viewed 1516 times
-
Leveraging OneDrive Logic in Your Loop
- 01:01
- Viewed 1500 times
-
Creating your new workspace
- 01:24
- Viewed 1352 times
-
How to Work with the Microsoft Loop Interface?
- 02:36
- Viewed 1340 times
-
Exchange and Communicate Using Discussions in Loop
- 01:14
- Viewed 1282 times
-
Generate and Organize Ideas with Copilot
- 2:06
- Viewed 1234 times
-
What is Microsoft Loop ?
- 2:09
- Viewed 1117 times
-
Search and tag people with “@”
- 02:15
- Viewed 990 times
-
Enhance your pages using the "/" Command
- 03:24
- Viewed 975 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 948 times
-
Use the filter pane in a library
- 2:00
- Viewed 935 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 915 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 832 times
-
Transforming Your Section into a Component and Collaborating
- 02:34
- Viewed 691 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 606 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 517 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 511 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 491 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 488 times
-
Send invitations or reminders with Copilot
- 00:53
- Viewed 486 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 480 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 475 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 468 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 465 times
-
Manage Storage Space
- 02:08
- Viewed 449 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 431 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 430 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 423 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 418 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 399 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 398 times
-
Power and Manage OneDrive
- 01:36
- Viewed 395 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 391 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 376 times
-
Create a Meeting Poll
- 02:48
- Viewed 374 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 354 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 325 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 324 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- 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 317 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 313 times
-
Delay Email Delivery
- 01:10
- Viewed 307 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 286 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 284 times
-
View Other Calendars
- 00:50
- Viewed 283 times
-
Use Categories
- 02:51
- Viewed 281 times
-
Use Conversation View
- 01:47
- Viewed 277 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 277 times
-
Clean Up Your Inbox
- 01:18
- Viewed 273 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 271 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 263 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 262 times
-
Easily Sort Your Mails
- 01:38
- Viewed 257 times
-
Share Power Automate Flows
- 02:20
- Viewed 257 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 229 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 37 times
-
Format and example for optimal results
- 02:03
- Viewed 37 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 31 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 81 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 28 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 100 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 111 times
-
Query an Attached Meeting
- 01:51
- Viewed 43 times
-
Plan with Copilot
- 01:15
- Viewed 70 times
-
Share Requests with Your Team
- 03:07
- Viewed 104 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 125 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 135 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 173 times
-
Copilot at the service of project reports
- 02:36
- Viewed 145 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 134 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 261 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 143 times
-
Project mode
- 01:31
- Viewed 140 times
-
Create an agent for a team
- 01:53
- Viewed 243 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 239 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 113 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 243 times
-
Copilot Studio agent settings
- 01:33
- Viewed 105 times
-
Add new actions
- 01:54
- Viewed 242 times
-
Create a first action
- 01:59
- Viewed 232 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 237 times
-
Access Copilot Studio
- 01:09
- Viewed 228 times
-
Get started with Copilot Studio
- 01:25
- Viewed 113 times
-
Introduction to PowerBI
- 00:60
- Viewed 267 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 281 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 264 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 387 times
-
Introduction to Sway
- 01:53
- Viewed 342 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 413 times
-
Use call delegation
- 01:07
- Viewed 200 times
-
Assign a delegate for your calls
- 01:08
- Viewed 380 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 204 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 206 times
-
Manage advanced call notifications
- 01:29
- Viewed 212 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 340 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 342 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 377 times
-
Customize your voicemail greeting
- 02:17
- Viewed 202 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 263 times
-
Manage simultaneous calls
- 01:52
- Viewed 228 times
-
Support third-party apps during calls
- 01:53
- Viewed 283 times
-
Add participants quickly and securely
- 01:37
- Viewed 213 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 208 times
-
Draft a Service Memo
- 02:33
- Viewed 257 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 395 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 369 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 238 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 225 times
-
Configure a Copilot Agent
- 02:39
- Viewed 231 times
-
Describe a copilot agent
- 01:32
- Viewed 269 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 225 times
-
Create an insights grid
- 01:19
- Viewed 417 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 428 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 245 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 250 times
-
Chat with Copilot
- 00:50
- Viewed 257 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 416 times
-
Data Privacy in Copilot
- 00:43
- Viewed 253 times
-
Access Copilot
- 00:25
- Viewed 442 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 209 times
-
Search Function
- 03:42
- Viewed 257 times
-
Date and Time Function
- 02:53
- Viewed 270 times
-
Logical Function
- 03:14
- Viewed 416 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 456 times
-
Sections
- 02:34
- Viewed 238 times
-
Customizing Views
- 03:25
- Viewed 232 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 523 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 288 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 201 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 147 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 271 times
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.