Microsoft Planner | How We Use Planner

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Күн бұрын

We are often asked how we use different Microsoft apps in our work, so we've put together a series to show you. This is the third episode of the series, and we're going to show you how we use Microsoft Planner at Collaboration Coach.
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Пікірлер: 27

@techdelasabana 2 жыл бұрын

Hey Matt. I love this concept of "How we use..." It's great to see real life implementations. In this particular video I will proudly copy the way you use planner. I like very much the idea of having a single planner for almost all, instead of partitioned and disperse plans. Thanks for sharing.

@CollaborationCoach 2 жыл бұрын

Thanks for the feedback! Glad it’s helpful.

@mehdiizadi8243 Жыл бұрын

Thank you so very much!

@BrumCraft Жыл бұрын

Hi, thanks for the vid. I'm looking for a To Do solution where I can delegate tasks to other staff too & keep track of everything. I'm not sure whether to go for To Do, Planner or Lists. What do you suggest?

@adamjensen6254 Жыл бұрын

Planner. When you assign tasks to others, they will appear in their To Do's "Assigned to my user" list inside the app.

@cosettesaliba3754 9 ай бұрын

Hello, wondering if there is a way to automate due dates. For example, if I set this up for an event I have now, and then I need to duplicate it and setup for the same event happening in december, is there a way where I can just set the event date and all tasks due dates are automatically set?

@NathanMonkMusic 2 жыл бұрын

Hi Matt, would you be willing to share the power automate flow you referred to in this video?

@CollaborationCoach 2 жыл бұрын

I don't do on premises SharePoint any more! I'm all about the cloud these days.

@shannonsweeley237 Жыл бұрын

Is there a way to create task dependencies?

@raracool6531 2 жыл бұрын

This video series is really helpful. What licence do you use, if you don’t mind me asking?

@CollaborationCoach 2 жыл бұрын

For the 'how we use' videos it's Business Standard. Most of the other videos on this channel are Enterprise E3.

@Cyberoll 4 ай бұрын

Can you create a comparison video between Microsoft Planner vs Asana?

@yellowboat8773 2 жыл бұрын

Where does lists come into your workflow? I watched your previous lists video but looks like you'll have to duplicate information, create the video in lists with a date, then double it up in planner and SharePoint?

@CollaborationCoach 2 жыл бұрын

I don't use lists for my videos. I use a document library and I add a folder to that for every new video. Then I run the flow on the folder, which adds all the column meta data and the reference number to the title. The same flow then creates the Planner item and adds the title, settings and the steps.

@yellowboat8773 2 жыл бұрын

@@CollaborationCoach Ah ok, it's just your other Lists video showed you creating video idea lists in that program. I'm still figuring out where Lists comes into a possible workflow. Seems like SharePoint lists has more functionality than Lists?

@CollaborationCoach 2 жыл бұрын

My backlog of video ideas is a List but right now it doesn't link up to the Library and Planner part of the work flow. But I want to do that when I get some time. SharePoint Lists and Microsoft Lists are basically the same thing. The functionality is the same. The Lists app gives you a single place to manage all your lists wherever they are.

@myadvisor6552 2 жыл бұрын

Hello Matt, I hope you can help me. I have two Microsoft 365 packages. One is offered by my employer and the other I subscribed to my self. I use planner daily just for my own tasking and to do list no one ells in the company uses it. I started using planner before I had my own 365 package. Is there a way how I can transfer my current planner account tasks to my personal 365 account without losing any of the history and current & future tasks?

@CollaborationCoach 2 жыл бұрын

No that i know of.

@myadvisor6552 2 жыл бұрын

@@CollaborationCoach is there a way then that I can give task to someone out of my organisation? Maybe that could be a way to move the tasks over to my own account.

@kleidav 2 жыл бұрын

Problem I see with Planner is that what they call tasks contains then checklists. So it’s not really a task anymore, it’s more of a project with a series of task.

@chh8860 2 жыл бұрын

Nicely done ... very helpful ... 👍👍 Looking forward to "Personal Task Management in To Do" ... next week???

@CollaborationCoach 2 жыл бұрын

Yep - coming on Tuesday 😀

@johnfirst8162 2 жыл бұрын

If you assign a person to an individual task in a bucket, they can't see any of the other tasks, correct?

@CollaborationCoach 2 жыл бұрын

No - if they have access to the plan they see all the tasks.

@alec1115 2 жыл бұрын

Great video...but GOD, Planner is such an incomplete tool. 1. You cannot have built-in recurring tasks (I know it's on their roadmap, and that you can pull off a Power Automate, however my clients aren't tech savvy enough to use Power Automate). 2. You cannot assign different people to different checkboxes 3. There's no color-blind friendless mode for label (I'm blue-purple, red-green deficient) 4. You cannot attachment multiple files in one upload.

@raracool6531 2 жыл бұрын

I never even thought about the colourblindness aspect. My team that uses Planner changes yearly so it’s pretty likely that it will become an issue at some point. Do you know if it’s a widespread issue (as in, people are regularly reporting this to Microsoft), or if you yourself have reported this to Microsoft? It seems quite important.

@luisrodrigues6099 2 жыл бұрын

AND you can't edit comments. In our organization (in healthcare) we can't take the risk that someone might mention a patient or client's name in a comment and then it CAN NOT BE EDITED! So we can't use Planner .. the risk is too high without the ability to edit comments.