Microsoft Planner Essentials
Learn how to stay organized and manage projects with Microsoft Planner, a planning and project management app for Microsoft 365. Follow along with David Rivers as he shows how to get things done in Planner, from creating new plans and setting due dates to updating a project's status and sharing files with team members. Plus, see how to switch over to Microsoft Teams from Planner and create new teams based on existing plans. Learn how to work more efficiently and stay focused on what's important by using Microsoft Planner for your next project.
Learning objectives
- Creating a plan
- Adding and assigning tasks
- Sorting tasks into buckets
- Attaching files to tasks
- Flagging tasks with labels
- Updating a task's status
- Viewing progress on a plan
- Using charts to view progress
Outline
Introduction
- Get started with Planner
- What is Planner and who gets it
- Get started and create a plan
- Create an outlook group plan
Manage Tasks
- Create new tasks for a plan
- Assign due dates and people
- Assign non-members to a task
- Sort Planner tasks into buckets
- Edit and arrange buckets
- Edit task details
Team Collaboration
- Update and view status of tasks
- Start conversations with team members
- Attach files to tasks in Planner
- Stay Organized with labels
- Mark a plan as a favorite
- Access plans from Teams
- Grant outside access to your plan
Monitor Plan Progress
- Distinguish plans with smart backgrounds
- View progress on a plan
- Use charts to adjust and view progress
- Get email updates on tasks and plans
- Export a plan from Planner to Excel
- Delete a plan
Conclusion
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