Planner - Planner and transverse applications Tutorial
In this video, you will learn about Planner and its integration with other Microsoft applications.
The video covers how to launch Planner from the Office.com portal, navigate the Planner Hub menu, and access recently opened or created plans.
It also demonstrates how Planner is automatically associated with a Microsoft 365 group and linked to OneNote for centralized note-taking.
Additionally, the video shows how to access the SharePoint Library for a group or plan, navigate to the SharePoint site, and manage groups from Outlook.
It concludes by explaining how to switch between interconnected apps like Teams, Notebook, and Planner.
This knowledge will help you effectively use Planner and seamlessly navigate between different Microsoft applications.
- 4:43
- 3676 views
-
Planner - Creating compartments to organise tasks
- 6:45
- Viewed 4592 times
-
Planner - Advanced tasks
- 3:18
- Viewed 3750 times
-
Planner - Deleting a task, a compartment or a plan
- 3:25
- Viewed 4158 times
-
Planner - Starting with planner
- 4:28
- Viewed 8520 times
-
Planner - Displaying the progress of your plan
- 4:17
- Viewed 3200 times
-
Planner - Enrich tasks content
- 5:48
- Viewed 4389 times
-
Project Online - Discovering the interface
- 4:51
- Viewed 5144 times
-
Excel - Remove unnecessary spaces from text
- 2:19
- Viewed 555 times
-
Starting with planner
- 4:28
- Viewed 8520 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4592 times
-
Enrich tasks content
- 5:48
- Viewed 4389 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4158 times
-
Advanced tasks
- 3:18
- Viewed 3750 times
-
Introduction to Planner
- 3:00
- Viewed 3677 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3200 times
-
Introduction to Planner
- 00:56
- Viewed 185 times
-
Create automatic reminders
- 4:10
- Viewed 7988 times
-
Answering a scheduling poll
- 1:14
- Viewed 7020 times
-
Create a scheduling poll
- 4:12
- Viewed 5157 times
-
Discovering the interface
- 4:51
- Viewed 5144 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4592 times
-
Enrich tasks content
- 5:48
- Viewed 4389 times
-
Creating the project tasks
- 5:18
- Viewed 4281 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4248 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4158 times
-
Creating a project
- 3:49
- Viewed 4077 times
-
Advanced tasks
- 3:18
- Viewed 3750 times
-
Manage the most important tasks
- 1:38
- Viewed 3718 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3688 times
-
Save, publish, and share
- 2:22
- Viewed 3522 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3507 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3488 times
-
Organize your daily tasks
- 1:56
- Viewed 3440 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3437 times
-
Create a new task in To Do
- 2:21
- Viewed 3423 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3366 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3343 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3325 times
-
Save Automatically an attachment
- 4:32
- Viewed 3303 times
-
Setting delegates
- 0:34
- Viewed 3286 times
-
Customising the interface
- 3:10
- Viewed 3269 times
-
Manage permissions
- 1:10
- Viewed 3255 times
-
Automate Teams notifications
- 3:32
- Viewed 3251 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3229 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3214 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3200 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3188 times
-
Manage your availabilities
- 1:42
- Viewed 3185 times
-
Clutter
- 1:31
- Viewed 3137 times
-
Create and share lists with others
- 2:50
- Viewed 2982 times
-
Extensions
- 1:31
- Viewed 2966 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 2958 times
-
Save, publish, and share
- 2:24
- Viewed 2953 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 2942 times
-
Understanding the new interface
- 1:30
- Viewed 2937 times
-
Remove a member from a group
- 0:29
- Viewed 2871 times
-
Check your day planning
- 0:30
- Viewed 2851 times
-
Publish your Booking page
- 2:54
- Viewed 2836 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2792 times
-
The mobile App with Teams
- 0:48
- Viewed 2692 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2652 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2643 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2595 times
-
Immersive Reader
- 2:51
- Viewed 2587 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2572 times
-
Quickly find your files
- 2:07
- Viewed 2566 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2562 times
-
Pin your important files
- 0:34
- Viewed 2475 times
-
Progressive Web Apps
- 3:11
- Viewed 2345 times
-
Install Office on your smartphone
- 1:02
- Viewed 2335 times
-
Manage the most important tasks
- 1:28
- Viewed 2334 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2278 times
-
Create video chapters
- 0:52
- Viewed 2254 times
-
Organize your daily tasks
- 2:19
- Viewed 2253 times
-
Virtual Appointments
- 1:44
- Viewed 2215 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2187 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2175 times
-
Create a new task in To Do
- 2:21
- Viewed 2158 times
-
Rank your custom lists into groups
- 0:51
- Viewed 2126 times
-
Break up lengthy surveys and quizzes into sections
- 2:24
- Viewed 2099 times
-
Preparing for time away from the office
- 1:24
- Viewed 2060 times
-
Harnessing Advanced Options in Your Loop
- 02:14
- Viewed 1548 times
-
Create a Task List or Plan with Copilot
- 1:49
- Viewed 1547 times
-
View events
- 2:21
- Viewed 1489 times
-
Leveraging OneDrive Logic in Your Loop
- 01:01
- Viewed 1383 times
-
Creating your new workspace
- 01:24
- Viewed 1310 times
-
Exchange and Communicate Using Discussions in Loop
- 01:14
- Viewed 1248 times
-
How to Work with the Microsoft Loop Interface?
- 02:36
- Viewed 1198 times
-
Edit, Delete a Share
- 02:16
- Viewed 1088 times
-
What is Microsoft Loop ?
- 2:09
- Viewed 1069 times
-
Generate and Organize Ideas with Copilot
- 2:06
- Viewed 953 times
-
Enhance your pages using the "/" Command
- 03:24
- Viewed 938 times
-
Search and tag people with “@”
- 02:15
- Viewed 909 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 904 times
-
Use the filter pane in a library
- 2:00
- Viewed 874 times
-
Pin a document to the top of a document library
- 1:32
- Viewed 845 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 829 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 827 times
-
Filter Your Document Display
- 1:10
- Viewed 798 times
-
Transforming Your Section into a Component and Collaborating
- 02:34
- Viewed 665 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 600 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 539 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 476 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 426 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 419 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 400 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 396 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 391 times
-
Manage Storage Space
- 02:08
- Viewed 380 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 377 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 375 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 374 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 370 times
-
Power and Manage OneDrive
- 01:36
- Viewed 362 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 359 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 356 times
-
Send invitations or reminders with Copilot
- 00:53
- Viewed 352 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 350 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 349 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 345 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 328 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 323 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 322 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 317 times
-
Access Power Automate for the Web
- 01:25
- Viewed 311 times
-
Create different types of events
- 01:46
- Viewed 308 times
-
Create an appointment or meeting
- 01:44
- Viewed 303 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 302 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 298 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 296 times
-
Create a Meeting Poll
- 02:48
- Viewed 293 times
-
Manage new message notifications
- 01:40
- Viewed 292 times
-
Create a task or reminder
- 01:50
- Viewed 286 times
-
Create a task from a message
- 02:00
- Viewed 279 times
-
Change the default font of your emails
- 01:05
- Viewed 274 times
-
Manage Views
- 02:36
- Viewed 268 times
-
Create an Email Template
- 01:40
- Viewed 261 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 258 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 255 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 253 times
-
Organizing OneNote with Copilot
- 00:46
- Viewed 248 times
-
Use a Shared Mailbox
- 01:18
- Viewed 244 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 241 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 240 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 237 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 237 times
-
Automate Routine Actions
- 02:19
- Viewed 235 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 234 times
-
Calendar Delegation Setup
- 01:21
- Viewed 229 times
-
View Other Calendars
- 00:50
- Viewed 228 times
-
Use Categories
- 02:51
- Viewed 227 times
-
Clean Up Your Inbox
- 01:18
- Viewed 226 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 219 times
-
Delay Email Delivery
- 01:10
- Viewed 218 times
-
Use Conversation View
- 01:47
- Viewed 217 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 214 times
-
The Power Automate Mobile App
- 01:39
- Viewed 213 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 209 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 208 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 208 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 207 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 205 times
-
Share Power Automate Flows
- 02:20
- Viewed 205 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 203 times
-
Discover the “Build Space”
- 02:26
- Viewed 201 times
-
Display Three Time Zones
- 01:52
- Viewed 199 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 199 times
-
Easily Sort Your Mails
- 01:38
- Viewed 195 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 194 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 192 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 182 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 60 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 64 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 79 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 75 times
-
Copilot at the service of project reports
- 02:36
- Viewed 66 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 63 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 105 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 68 times
-
Project mode
- 01:31
- Viewed 70 times
-
Create an agent for a team
- 01:53
- Viewed 119 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 120 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 67 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 120 times
-
Copilot Studio agent settings
- 01:33
- Viewed 63 times
-
Add new actions
- 01:54
- Viewed 117 times
-
Create a first action
- 01:59
- Viewed 115 times
-
Manage topics
- 01:51
- Viewed 94 times
-
Manage knowledge sources
- 01:11
- Viewed 64 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 111 times
-
Access Copilot Studio
- 01:09
- Viewed 111 times
-
Get started with Copilot Studio
- 01:25
- Viewed 62 times
-
Introduction to PowerBI
- 00:60
- Viewed 181 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 171 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 173 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 177 times
-
Introduction to Planner
- 00:56
- Viewed 185 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 173 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 181 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 246 times
-
Introduction to Sway
- 01:53
- Viewed 156 times
-
Introducing to Word
- 01:00
- Viewed 176 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 158 times
-
Create a call group
- 01:15
- Viewed 223 times
-
Use call delegation
- 01:07
- Viewed 142 times
-
Assign a delegate for your calls
- 01:08
- Viewed 217 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 145 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 136 times
-
Manage advanced call notifications
- 01:29
- Viewed 152 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 183 times
-
Block unwanted calls
- 01:24
- Viewed 149 times
-
Disable all call forwarding
- 01:09
- Viewed 155 times
-
Manage a call group in Teams
- 02:01
- Viewed 144 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 141 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 136 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 158 times
-
Manage voicemail messages
- 01:55
- Viewed 206 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 224 times
-
Customize your voicemail greeting
- 02:17
- Viewed 134 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 134 times
-
Manage simultaneous calls
- 01:52
- Viewed 144 times
-
Support third-party apps during calls
- 01:53
- Viewed 177 times
-
Add participants quickly and securely
- 01:37
- Viewed 141 times
-
Configure call privacy and security settings
- 02:51
- Viewed 139 times
-
Manage calls on hold
- 01:20
- Viewed 148 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 137 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 148 times
-
Draft a Service Memo
- 02:33
- Viewed 194 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 181 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 267 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 235 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 93 times
-
Other Coaches
- 01:45
- Viewed 194 times
-
Agents in SharePoint
- 02:44
- Viewed 157 times
-
Prompt coach
- 02:49
- Viewed 180 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 171 times
-
Configure a Copilot Agent
- 02:39
- Viewed 166 times
-
Describe a copilot agent
- 01:32
- Viewed 190 times
-
Rewrite with Copilot
- 01:21
- Viewed 163 times
-
Analyze a video
- 01:21
- Viewed 189 times
-
Use the Copilot pane
- 01:12
- Viewed 181 times
-
Process text
- 01:03
- Viewed 169 times
-
Create an insights grid
- 01:19
- Viewed 284 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 178 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 199 times
-
Create an image with Copilot
- 00:42
- Viewed 295 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 193 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 191 times
-
Chat with Copilot
- 00:50
- Viewed 178 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 273 times
-
Data Privacy in Copilot
- 00:43
- Viewed 193 times
-
Access Copilot
- 00:25
- Viewed 297 times
-
Use a Copilot Agent
- 01:24
- Viewed 202 times
-
Modify with Pages
- 01:20
- Viewed 206 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 198 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 192 times
-
Generate the email for the recipient
- 00:44
- Viewed 184 times
-
Action Function
- 04:18
- Viewed 149 times
-
Search Function
- 03:42
- Viewed 201 times
-
Date and Time Function
- 02:53
- Viewed 182 times
-
Logical Function
- 03:14
- Viewed 275 times
-
Text Function
- 03:25
- Viewed 210 times
-
Basic Function
- 02:35
- Viewed 174 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 199 times
-
Introduction to Power Fx
- 01:09
- Viewed 176 times
-
The New Calendar
- 03:14
- Viewed 298 times
-
Sections
- 02:34
- Viewed 183 times
-
Customizing Views
- 03:25
- Viewed 179 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 296 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 196 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 154 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 111 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 187 times
-
Use the narrative Builder
- 01:31
- Viewed 234 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 193 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 204 times
-
Share a document with copilot
- 00:36
- Viewed 192 times
-
Configurate a page with copilot
- 01:47
- Viewed 194 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 959 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 207 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 235 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 298 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 368 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 349 times
Objectifs :
Understand how Microsoft Planner integrates with other Microsoft applications, including OneNote, SharePoint, Outlook, and Teams, and learn how to navigate between these applications effectively.
Chapitres :
-
Introduction to Microsoft Planner Integration
In this section, we will explore how Microsoft Planner is integrated with various Microsoft applications. This integration enhances productivity by allowing users to switch seamlessly between different tools. -
Accessing Microsoft Planner
To begin using Planner, navigate to the Office.com portal. From there, select Planner to launch the application. Once in the Planner Hub, you will find a menu on the right side displaying recently opened plans and modified plans. By clicking on 'All', you can view all plans you have created or joined. -
Navigating Your Plans
You can easily access your plans by hovering over the cards or selecting them from the left side menu. For example, selecting plan 'DD' allows you to view its name, buckets, and tasks. The three dots in the top right corner provide access to additional applications. -
Integration with OneNote
When you create a plan, it is automatically associated with a new Microsoft 365 group, which is linked to OneNote. This allows you to centralize your notes under the group's name. You can access OneNote directly from the Planner interface. -
Accessing SharePoint
You can also access the SharePoint Library associated with your group by clicking on 'Files'. This action takes you directly to the Documents menu in SharePoint, where you can view folders and files related to the group. -
Using Outlook for Group Management
From the Planner interface, you can navigate to Outlook online. Here, you can find your personal inbox and a list of all groups you belong to. By selecting group 'DD', you can view its profile, email address, and a list of members. This feature allows you to manage group activities efficiently. -
Interconnected Applications
Outlook provides easy access to interconnected applications such as Teams, OneNote, and Planner. You can switch between these applications seamlessly. For instance, returning to the SharePoint site allows you to navigate back to your plan. -
Personalizing Tasks in Planner
To personalize a task in Planner, hover over the task card and select 'Add attachment'. You can choose to upload a file from your PC, link to a website, or locate a file in your SharePoint library. For example, selecting an image file named 'Script' and checking the box personalizes your task card. -
Conclusion
In summary, Microsoft Planner's integration with other Microsoft applications like OneNote, SharePoint, Outlook, and Teams enhances collaboration and productivity. By understanding how to navigate these interconnected tools, users can manage their tasks and projects more effectively.
FAQ :
How do I access Microsoft Planner?
You can access Microsoft Planner by going to the office.com portal and selecting Planner from the menu.
What is the purpose of Microsoft 365 groups?
Microsoft 365 groups are designed to facilitate collaboration among team members by providing a shared space for resources, including files, notes, and tasks.
Can I link my Planner to OneNote?
Yes, when you create a plan in Microsoft Planner, it is automatically associated with a new Microsoft 365 group, which is linked to OneNote for centralized note-taking.
How can I personalize a task in Planner?
To personalize a task in Planner, hover over the task card and select 'Add attachment' to include files from your PC, links from websites, or files from your SharePoint site.
What other applications can I access from Planner?
From Microsoft Planner, you can access OneNote, SharePoint, Outlook, and Teams, allowing for seamless navigation between applications.
Quelques cas d'usages :
Project Management in Marketing
A marketing team can use Microsoft Planner to create a project plan for a new campaign. They can assign tasks to team members, attach relevant documents from SharePoint, and link notes from OneNote to keep everything organized.
Collaborative Product Development
In a product development scenario, teams can utilize Planner to track tasks related to product design, testing, and launch. By integrating with Teams and Outlook, they can communicate effectively and manage deadlines.
Event Planning
An event planning committee can use Microsoft Planner to coordinate tasks for an upcoming conference. They can create a shared plan, assign responsibilities, and attach files such as contracts and schedules for easy access.
Remote Team Collaboration
For remote teams, Microsoft Planner can serve as a central hub for task management. Team members can update their progress, share files, and communicate through integrated applications like Teams and Outlook.
Glossaire :
Microsoft Planner
A task management tool that helps teams organize their work visually. It allows users to create plans, assign tasks, and track progress.
Microsoft 365 group
A collection of people that can collaborate on projects and share resources, including files and notes, within Microsoft 365 applications.
OneNote
A digital note-taking application that allows users to create, organize, and share notes. It integrates with other Microsoft applications for easy access to notes related to specific projects.
SharePoint
A web-based collaboration platform that integrates with Microsoft Office. It is used for storing, organizing, sharing, and accessing information from any device.
Outlook
An email client and personal information manager from Microsoft that includes email, calendar, task management, and contact management features.
Teams
A collaboration platform that combines workplace chat, video meetings, file storage, and application integration, allowing teams to work together effectively.
Attachment
A file or document that is added to a task or message, allowing users to share additional information or resources.