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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Planner - Enrich tasks content
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Planner - Displaying the progress of your plan
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Planner - Creating compartments to organise tasks
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Planner - Starting with planner
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Planner - Planner and transverse applications
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Planner - Deleting a task, a compartment or a plan
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Project Online - Creating a project
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Project Online - Discovering the interface
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Starting with planner
- 4:28
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Creating compartments to organise tasks
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Enrich tasks content
- 5:48
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Deleting a task, a compartment or a plan
- 3:25
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Introduction to Planner
- 3:00
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Planner and transverse applications
- 4:43
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Displaying the progress of your plan
- 4:17
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Introduction to Planner
- 00:56
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Create automatic reminders
- 4:10
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Answering a scheduling poll
- 1:14
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Create a scheduling poll
- 4:12
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Discovering the interface
- 4:51
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Creating compartments to organise tasks
- 6:45
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Enrich tasks content
- 5:48
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Creating the project tasks
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Deleting a task, a compartment or a plan
- 3:25
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Use the scheduling poll dashboard
- 2:42
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Creating a project
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Manage the most important tasks
- 1:38
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Planner and transverse applications
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Add dates and deadlines to your tasks
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Planner Tasks in To Do
- 1:52
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Organize your daily tasks
- 1:56
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Outlook tasks in To Do
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Save, publish, and share
- 2:22
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Create a new task in To Do
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Manage Your Working Time in MyAnalytics
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Intro to Microsoft To Do Interface
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Setting delegates
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Schedule sending emails in Outlook
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Create and share to-do lists with others
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Save Automatically an attachment
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What is Microsoft To Do?
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Automate Teams notifications
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Temporarily turn off notifications
- 0:23
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Displaying the progress of your plan
- 4:17
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Manage permissions
- 1:10
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Customising the interface
- 3:10
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Fill in your work schedules in Outlook
- 1:29
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Manage your availabilities
- 1:42
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Clutter
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Create and share lists with others
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Publish your Booking page
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Extensions
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Understanding the new interface
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Intro to Microsoft To Do on Mobile
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Remove a member from a group
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Manage Requests of Holidays and Leaves of Absences
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Save, publish, and share
- 2:24
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Check your day planning
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Create a meeting in the group calendar
- 1:12
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Shift and its imbrication with Teams
- 1:03
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Redefine privacy for highly secure meetings
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The mobile App with Teams
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Rank your custom lists into groups
- 0:56
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Add dates and deadlines to your tasks
- 1:17
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Quickly find your files
- 2:07
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Immersive Reader
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The Outlook tasks in To Do
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Pin your important files
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Organize your daily tasks
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Progressive Web Apps
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Install Office on your smartphone
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Manage the most important tasks
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Take ownership of the taskbar
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Create video chapters
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Virtual Appointments
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Planner Tasks in To Do
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Overall view of your licences and subscription
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Create a new task in To Do
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Rank your custom lists into groups
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Break up lengthy surveys and quizzes into sections
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Preparing for time away from the office
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Harnessing Advanced Options in Your Loop
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Create a Task List or Plan with Copilot
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Edit, Delete a Share
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View events
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Leveraging OneDrive Logic in Your Loop
- 01:01
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Creating your new workspace
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How to Work with the Microsoft Loop Interface?
- 02:36
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Exchange and Communicate Using Discussions in Loop
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Generate and Organize Ideas with Copilot
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What is Microsoft Loop ?
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Search and tag people with “@”
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Enhance your pages using the "/" Command
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Use Connectors to Receive Notifications
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Use the filter pane in a library
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Manage Storage Spaces on Teams
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Pin a document to the top of a document library
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Centralize Important Events in a Single Channel Calendar
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Create a Scheduled Flow with Power Automate
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Filter Your Document Display
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Transforming Your Section into a Component and Collaborating
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Organize Your Messages with Rules
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Use Document History or Restore a Document to a Previous Version
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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Use Recycle Bins to Restore Documents
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Grant delegate access in Microsoft 365 administration
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Send invitations or reminders with Copilot
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Create your reservation page for appointment booking (Bookings)
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Understand the Steps to Create a Power Automate Flow
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Use Documents in a Synchronized Library Folder
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Retrieve Data from a Web Page and Include it in Excel
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Edit or delete an appointment, meeting or event
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Manage Storage Space
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Create an Instant Flow with Power Automate
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Discover the Meaning of OneDrive Icons
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Sync OneDrive with a Computer
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Create an Approval Flow with Power Automate
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Create an Automated Flow with Power Automate
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Recall or replace an e-mail message
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Synchronize Your Teams and SharePoint Files on Your Computer
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Create a Desktop Flow with Power Automate from a Template
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Power and Manage OneDrive
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Manage new message notifications
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Access Power Automate for the Web
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Create different types of events
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Create an appointment or meeting
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Set Your Work Hours in Outlook
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Create a Meeting Poll
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Use the Meeting Dashboard
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Create a Simple Flow with AI Copilot
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The Power Automate Mobile App
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Create a Flow Based on a Template with Power Automate
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Presentation and introduction to the calendar
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Create a task or reminder
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Create an Email Template
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Understand the Benefits of Power Automate
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Change the default font of your emails
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Send Automatic Out-of-Office Replies
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Manage Views
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Create a task from a message
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Excel: Link Excel Scripts and Power Automate Flows
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Understand the Specifics and Requirements of Desktop Flows
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Use the Scheduling Assistant
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Calendar Delegation Setup
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Delay Email Delivery
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Mailbox Delegation Setup
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Use a Shared Mailbox
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Organizing OneNote with Copilot
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Add Conditional “Switch” Actions in Power Automate
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Automate Routine Actions
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Familiarize Yourself with the Different Types of Flows
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Create and Manage Appointments in Delegated Calendars
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View Other Calendars
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Streamline Note-Taking with OneNote and Outlook
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Use Categories
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Respond to invitations as a delegate
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Use Conversation View
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Clean Up Your Inbox
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SharePoint: Automate File Movement to an Archive Library
- 05:20
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Display Three Time Zones
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Manipulate Dynamic Content with Power FX
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Understand the Concept of Variables and Loops in Power Automate
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Easily Sort Your Mails
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Share Power Automate Flows
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Respect Your Colleagues' Off Hours (Viva Insights)
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Discover the Power Automate Home Interface
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Discover the “Build Space”
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Leverage Variables with Power FX in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Relevant views to highlight your information
- 01:52
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The essentials of the Lists interface
- 02:01
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Mobile access to your lists made simple
- 01:37
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A quick setup with ready-made templates
- 01:34
- Viewed 3 times
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The key reasons to use Microsoft Lists
- 02:01
- Viewed 2 times
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A fully custom list built from scratch
- 01:34
- Viewed 2 times
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Excel data turned into a dynamic list
- 02:08
- Viewed 2 times
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Simple ways to add data to your list
- 01:06
- Viewed 2 times
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Smooth updates and management for any list
- 01:06
- Viewed 2 times
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Custom columns to match your needs
- 02:09
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The right column type for each data set
- 02:35
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A well-structured form for easy entry
- 01:17
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Clear insights through filters and sorting
- 02:06
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Easy sharing with your team or organization
- 01:12
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Seamless collaboration inside Microsoft Teams
- 01:22
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Instant alerts tailored to your activities
- 01:53
- Viewed 2 times
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Instant alerts tailored to your activities
- 01:53
- Viewed 2 times
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Seamless collaboration inside Microsoft Teams
- 01:22
- Viewed 2 times
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Easy sharing with your team or organization
- 01:12
- Viewed 2 times
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Relevant views to highlight your information
- 01:52
- Viewed 6 times
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Clear insights through filters and sorting
- 02:06
- Viewed 2 times
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A well-structured form for easy entry
- 01:17
- Viewed 2 times
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The right column type for each data set
- 02:35
- Viewed 2 times
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Custom columns to match your needs
- 02:09
- Viewed 2 times
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Smooth updates and management for any list
- 01:06
- Viewed 2 times
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Simple ways to add data to your list
- 01:06
- Viewed 2 times
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Excel data turned into a dynamic list
- 02:08
- Viewed 2 times
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A fully custom list built from scratch
- 01:34
- Viewed 2 times
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A quick setup with ready-made templates
- 01:34
- Viewed 3 times
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Mobile access to your lists made simple
- 01:37
- Viewed 3 times
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The essentials of the Lists interface
- 02:01
- Viewed 3 times
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The key reasons to use Microsoft Lists
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- Viewed 2 times
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Personality and tone for a believable rendering
- 01:48
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Format and example for optimal results
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The Importance of Context in Your Applications
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Task Accuracy in Prompting
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The Basis of Prompting in Conversational AI
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What is a prompt in conversational AI?
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Extract Text from an Image
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Reply to an Email with Copilot
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Create SharePoint Pages with Copilot
- 01:49
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Query an Attached Meeting
- 01:51
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Plan with Copilot
- 01:15
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Share Requests with Your Team
- 03:07
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Translate a presentation
- 01:38
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Generate a Video
- 01:49
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Add Speaker Notes
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Initiate a project budget tracking table with Copilot
- 02:54
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Develop and share a clear project follow-up with Copilot
- 02:18
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Organize an action plan with Copilot and Microsoft Planner
- 01:31
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Structure and optimize team collaboration with Copilot
- 02:28
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Copilot at the service of project reports
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Initiate a tracking table with ChatGPT
- 01:35
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Distribute tasks within a team with ChatGPT
- 01:26
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Generate a meeting summary with ChatGPT
- 01:24
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Publish the agent and make it accessible
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Copilot Studio agent settings
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Add new actions
- 01:54
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Create a first action
- 01:59
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Manage topics
- 01:51
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Manage knowledge sources
- 01:11
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Create an agent with Copilot Studio
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Access Copilot Studio
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Get started with Copilot Studio
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Introduction to PowerBI
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Introduction to Microsoft Outlook
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Introduction to Microsoft Insights
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Introduction to Microsoft Viva
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Introduction to Planner
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Introduction to Microsoft Visio
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Introduction to Microsoft Forms
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Introducing to Microsoft Designer
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Introduction to Sway
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Introducing to Word
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Introducing to SharePoint Premium
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Create a call group
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Use call delegation
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Assign a delegate for your calls
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Ring multiple devices simultaneously
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Use the "Do Not Disturb" function for calls
- 01:28
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Manage advanced call notifications
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Configure audio settings for better sound quality
- 02:08
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Block unwanted calls
- 01:24
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Disable all call forwarding
- 01:09
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Manage a call group in Teams
- 02:01
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Update voicemail forwarding settings
- 01:21
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Configure call forwarding to internal numbers
- 01:02
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Set call forwarding to external numbers
- 01:03
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Manage voicemail messages
- 01:55
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Access voicemail via mobile and PC
- 02:03
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Customize your voicemail greeting
- 02:17
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Transfer calls with or without an announcement
- 01:38
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Manage simultaneous calls
- 01:52
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Support third-party apps during calls
- 01:53
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Add participants quickly and securely
- 01:37
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Configure call privacy and security settings
- 02:51
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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SharePoint Page Co-Editing: Collaborate in Real Time
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Modify, Share, and Install an Agent
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Analyze a video
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Use the Copilot pane
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Process text
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Create an insights grid
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Generate and manipulate an image in PowerPoint
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Edit in Pages
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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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 :
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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.
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