Planner - Introduction to Planner Tutorial
In this video, you will learn about the introduction to Microsoft Planner.
The video covers the basics of using Microsoft Planner to organize and prioritize your team's tasks.
You will discover how to create compartments to organize tasks, enrich tasks with documents and labels, and track the progress of your plan.
This will help you better distribute the workload of your projects and collaborate more effectively with your teams.
By using Microsoft Planner, you can optimize your personal work by visualizing deadlines, defining priorities, and staying organized and productive.
Additionally, you can integrate Microsoft Planner with other cross-functional applications in Microsoft 365, such as Microsoft Teams and Microsoft Outlook, to further enhance your task management capabilities.
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Objectifs :
This document aims to provide a comprehensive overview of how to effectively use Planner within Office 365 for project collaboration, task management, and team communication.
Chapitres :
-
Introduction to Planner
Planner is a project management tool integrated within Office 365 that allows teams to collaborate on projects, track progress, and manage individual assignments efficiently. This guide will walk you through the essential features of Planner and how to utilize them for effective teamwork. -
Accessing Planner
To open Planner, follow these steps: - Select the app launcher (the grid icon) in Office 365. - Click on 'All apps' and then select 'Planner'. - For quick access, use the pin feature to keep Planner at the top level of your apps. -
Creating and Managing Plans
When you create a new plan in Planner, a corresponding Office 365 group is automatically created with the same name. If you wish to add a plan to an existing group, you can do so as well. To manage your plans: - Select a plan from the Planner hub under 'Recent plans' or 'All plans'. - You can also add your plan to favorites for quick access to its status. -
Integrating Planner with Teams
To enhance collaboration, you can add a Planner tab in Microsoft Teams. This allows you to: - Collaborate with your team on the plan. - Have conversations and share files all in one place. This integration streamlines communication and keeps all project-related information accessible. -
Task Management
In Planner, you can view your team's tasks on a board and create buckets to group related tasks. For example, you might have a bucket labeled 'Catering'. To add a task: - Click the plus sign (+). - Enter a task name, set a due date, and assign it to a team member. In this case, we will assign it to Enrico, who is responsible for catering. Enrico can choose to receive notifications about assignments via email, Teams, or on his mobile device. -
Using Filters and Views
To manage tasks effectively, you can: - Use filters to narrow down the tasks displayed. - Group tasks by various criteria to sort them. - Drag tasks between buckets to update their status. - Mark tasks as complete using the task completion checkbox. Selecting a task allows you to add more details, check the status, and view the progress of tasks within each bucket, as well as the availability of team members. -
Calendar and Task Overview
Utilize the schedule view to see where tasks fall on the calendar. You can also add this schedule to Outlook for better visibility. Additionally, use the 'My Tasks' feature to view all tasks assigned to you across all your plans. By turning on 'Assigned to Me', you can see your Planner tasks directly in Microsoft To Do. -
Conclusion
In summary, Planner is a powerful tool for managing projects and tasks within Office 365. By leveraging its features, such as integration with Teams, task management capabilities, and calendar views, teams can enhance their collaboration and productivity. Understanding how to navigate and utilize Planner effectively will significantly impact your team's success in project execution.
FAQ :
What is Microsoft Planner?
Microsoft Planner is a project management tool that helps teams collaborate on projects, track progress, and manage tasks efficiently within the Office 365 environment.
How do I create a new plan in Planner?
To create a new plan in Planner, select the app launcher, choose 'All apps', and then select 'Planner'. You can create a new plan, which will automatically create a corresponding Office 365 group.
Can I integrate Planner with Microsoft Teams?
Yes, you can add a Planner tab in Microsoft Teams to collaborate with your team, have conversations, and share files all in one place.
How can I assign tasks to team members in Planner?
To assign a task, select the plus sign to add a new task, give it a name, set a due date, and assign it to a team member.
What are buckets in Planner?
Buckets are categories used in Planner to group related tasks, helping teams organize their work based on different criteria.
How can I see all my tasks in Planner?
You can view all tasks assigned to you across all your plans by using the 'My Tasks' feature in Planner.
Quelques cas d'usages :
Project Management in Marketing
A marketing team can use Planner to manage their campaign tasks, assign responsibilities to team members, and track the progress of each task to ensure timely completion.
Event Planning
An event planning team can create a plan in Planner to organize tasks related to catering, venue selection, and guest management, using buckets to categorize tasks by type.
Software Development
A software development team can utilize Planner to track development tasks, assign them to developers, and monitor progress through the schedule view, ensuring deadlines are met.
Sales Team Coordination
A sales team can use Planner to manage client follow-ups, assign tasks to team members, and use notifications to stay updated on task statuses.
Glossaire :
Planner
A project management tool within Office 365 that allows teams to collaborate on projects, track progress, and manage tasks.
Office 365 Groups
A feature in Office 365 that allows users to create a group for collaboration, which includes shared resources like a shared mailbox, calendar, and files.
Task
An individual piece of work or assignment that needs to be completed as part of a project.
Bucket
A category or grouping within Planner that helps organize tasks based on their status or type.
Due Date
The date by which a task must be completed.
Notifications
Alerts that inform users about updates or changes related to their tasks, which can be received via email, Teams, or mobile devices.
Schedule View
A visual representation of tasks on a calendar, allowing users to see when tasks are due.
My Tasks
A feature that allows users to view all tasks assigned to them across different plans.