Microsoft Planner - Epic Management Of Shared task list - Best Practices | 2023

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Microsoft Planner - Epic Management Of Shared task list - Best Practices | 2023 | Efficiency 365

Рет қаралды 15,216

Жыл бұрын

Planner is the best application to manage shared tasks. We discuss all the best possible practices about Planner in today's video.
#efficiency365 #planner #microsoftplanner #taskmanagement
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Пікірлер: 36

@amal93_GA 2 күн бұрын

Appreciate your simple yet useful guidance. I don't see the "Tasks by Planner and To Do" either in my outlook or MS team, either in the 3 dots or in the more apps section. I am using the recent 365. Can you guide on this ? I can see "To Do" in the outlook side bar, and "Planner" in the MS teams interface.

@sharrilee 20 күн бұрын

Thank you. Really like your youtubes. Super helpful.

@efficiency365 16 күн бұрын

Thanks @sharrilee This planner version is now revamped. Watch this latest video. Efficient Tasks Management using the New Planner 2024 - kzfaq.info/get/bejne/oc2opN11ztjbYaM.html Check out my other best practices videos as well. Task Management Best Practices - kzfaq.info/get/bejne/erCTq7Ol2pPWk5s.html Microsoft Teams Meetings - 16 Best Practices - kzfaq.info/get/bejne/oplyqdRerpbMqWg.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@r0ricker Жыл бұрын

This is very helpful. Background music and mod funny clips included.

@efficiency365 Жыл бұрын

Thanks @rachaelricker4623. Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Word Tables Best Practices - The ultimate guide - kzfaq.info/get/bejne/q8t7dqups7uzm3U.html Cheers. Doc.

@phillyputz Жыл бұрын

Very helpful content but the background 'musak' is pretty distracting.

@efficiency365 Жыл бұрын

Thanks for the feedback. Will reduce musak volume (or stop using it) in future videos.

@derrick8224 9 ай бұрын

Excellent. Thanks

@efficiency365 9 ай бұрын

Thanks @derrick8224 Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Task Apps Comparison: kzfaq.info/get/bejne/jM-Hfayrsra1ips.html Teams Meeting - Agenda, Action Points, Notes - kzfaq.info/get/bejne/oZaka8Kes9GxdKs.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@Learn_with_Manohar Жыл бұрын

Very helpful

@efficiency365 Жыл бұрын

Thanks @ItsGonnaBeOkayForAll I also create conceptual and thought provoking videos. Check these out: Is efficiency dangerous? kzfaq.info/get/bejne/itZjnZCGqsncfHU.html The Efficient Mindset. NOT Basic or Advanced - kzfaq.info/get/bejne/ldGgh8qWp7G5k58.html How to manage ignorance? Learn to learn - kzfaq.info/get/bejne/iNmDfaeHs6mRdaM.html Don't buy Microsoft Office 365 - unless Podcast - kzfaq.info/get/bejne/sMinhLh817DDoJs.html Do let me know your feedback. Cheers Doc

@StyleHike Жыл бұрын

i have watched lot of your videos on TEAMS thanks a ton for your guidance and support . If you could advise me how to create subtasks and assign them to different individuals, I would greatly appreciate it

@efficiency365 Жыл бұрын

Thanks @StyleHike. Using Planner you cannot have subtasks. Each Planner task does have a checklist. You can consider those as subtasks. For formal dependencies across tasks you have to use MS Project or similar apps. One word of caution: Planner tasks are great. But anyone in the team can delete or alter anything in a task without any audit trail. I suggest you use Loop components for managing work - here is how you do it in a meeting context. kzfaq.info/get/bejne/oZaka8Kes9GxdKs.html Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Word Tables Best Practices - The ultimate guide - kzfaq.info/get/bejne/q8t7dqups7uzm3U.html Cheers. Doc.

@efthimiosspiridopoulos9531 Жыл бұрын

Great content, thank you! How do we book time in Outlook calendar though for a Planner task? Importing the plan as Calendar does not allow booking time in day calendar.

@efficiency365 Жыл бұрын

Use the Bookings app - which is a part of Office 365. kzfaq.info/get/bejne/qpqHe66n0svHZY0.html

@cossack4930 Жыл бұрын

I knows it’s early but when should I use Loop vs. OneNote? I can see a case that OneNote merges into Loop (+Whiteboard)

@efficiency365 Жыл бұрын

Hi OneNote is for taking notes. Unstructured stuff. Loop is for specific things where you need inputs from multiple persons. Loop components are currently available in Teams Chat, Word and Outlook, but will be available in OneNote as well. Loop items are standalone - you can put them anywhere and they still update the base content. Container independent co-authoring = Loop.

@anishsharma4410 7 ай бұрын

Please sir aap Excel large sheet ka print out one page par kaise set karke uska print nikale

@efficiency365 6 ай бұрын

Printer page ka size ke bahar jayega data to ek page nahi ho sakta. In Excel go to View - Page Layout and adjust.

@diangela100 Жыл бұрын

Is it possible to automatically assign a task to a person? Or at least have the person as a mandatory field? Thanks for the videos btw, always great 👍

@efficiency365 Жыл бұрын

No automatic assignment possible in Planner itself. However if you have specific condition(s) when a task should be assigned to someone, use Power Automate.

@namrata6208 11 ай бұрын

How to add a Group or a team in planner if any team is not there how to create one somthing which appears under may task while creating a task for the team option in a drop down section?

@efficiency365 11 ай бұрын

Thanks @namrata6208 for the feedback. Create a Team first. Add the Planner tab to it - Tasks by Planner and To DO. That way, all Team members automatically become part of the Planner group. You may also like these Word related videos: Word top 10 settings - kzfaq.info/get/bejne/lZ6iatl_19fMY2g.html Word Tables - 8 ways to create: kzfaq.info/get/bejne/jpN3a8WLu6mrcp8.html Word Tables - 13 problems solved: kzfaq.info/get/bejne/r5t5lc-h27TDeps.html Word Styles - kzfaq.info/get/bejne/bcyPlLKY2NyvcWQ.html Word Sections - kzfaq.info/sun/PL-UPeBWRvha036g2sTc69H85sUd0pb4RY Handing long, complex word documents - kzfaq.info/get/bejne/b9CijK15tp29nYU.html Thanks. Dr. Nitin.

@namrata6208 11 ай бұрын

Like you list two teams one was procurement and other monthly review so how did you create those team ?? Please explain Rest process i know but im not able to create a team to select it in the first place 😅

@efficiency365 11 ай бұрын

Thanks @namrata6208 Go to Teams in Teams - Create a Team - Blank Team - Private - Give it a name and Add members. Check out my other best practices videos as well. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Teams Meeting - Agenda, Action Points, Notes - kzfaq.info/get/bejne/oZaka8Kes9GxdKs.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@espenlund9131 Жыл бұрын

Is there a way to move tasks created in loop components or similar to a shared plan?

@efficiency365 Жыл бұрын

Thanks @espenlund9131. First of all, check out this video - Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html You can create a workspace in Loop and copy paste individual loop components. Check out my other best practices videos as well. Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Word Tables Best Practices - The ultimate guide - kzfaq.info/get/bejne/q8t7dqups7uzm3U.html Cheers. Doc.

@L_niel_1003 Жыл бұрын

MS Project is a powerful way to manage tasks too. Just started learning it. Future video?

@efficiency365 Жыл бұрын

Yes. I agree. MS Project is the most comprehensive, accurate and powerful way of managing tasks, projects and more. Unfortunately, it needs to be purchased separately. Secondly, even people who do have MS Project use it in isolation. For exploiting the full benefits, you need to use Project Server (now called Project Online). I do not know of a single organization that has licenses for MS Project for all users. Hence, we have to assume that MS project will be available, at best, in pockets. Therefore, we have no choice but to use the other tools available in the platform. That is the purpose of this video. Watch the detailed task management video - then you will get a clearer idea about which tool to use when and why. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Check out my other best practices videos as well. Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Word Tables Best Practices - The ultimate guide - kzfaq.info/get/bejne/q8t7dqups7uzm3U.html

@L_niel_1003 10 ай бұрын

@@efficiency365 thank you!

@et.sachin 8 ай бұрын

Is it possible to make tasks private such that employees can't see others tasks?

@efficiency365 8 ай бұрын

Thanks @et.sachin Short answer - use Outlook tasks for delegation. Watch these two videos for the answer. Efficient Tasks Management - kzfaq.info/get/bejne/rLJ2o7qHy7vKgWw.html Task Apps Comparison: kzfaq.info/get/bejne/jM-Hfayrsra1ips.html Check out my other best practices videos as well. Teams Meeting - Agenda, Action Points, Notes - kzfaq.info/get/bejne/oZaka8Kes9GxdKs.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@Hecheva64 11 ай бұрын

Unfortunately, planner saves all the task atrachments in the Share Point's root folder. We are moving to Microsft list because of this

@efficiency365 11 ай бұрын

Hi @hernanechevarria9614 As of now (Sep 2023), the best way to create a task list is to use a Loop page. Add one or more Loop Task lists on it. Delegate work from the page. Individuals can see tasks delegated to them in Assigned To Me. The loop page is the Assigned By Me equivalent. Check out my other best practices videos as well. Teams Meeting - Agenda, Action Points, Notes - kzfaq.info/get/bejne/oZaka8Kes9GxdKs.html Microsoft Teams - 15 Best Practices - kzfaq.info/get/bejne/jZ6FmduQ39SvqH0.html OneDrive Best Practices Part 1 - kzfaq.info/get/bejne/ep2Kpcmhzb2YpqM.html Part 2 - kzfaq.info/get/bejne/pKyoabyC3cmRkmg.html Smart and Effective Email - 5 powerful ways - kzfaq.info/get/bejne/bLR1ebZ-1q7LgXk.html Outlook Calendar Best Practices : Part 1 - kzfaq.info/get/bejne/feCjhNGWyNClgaM.html and Part 2 - kzfaq.info/get/bejne/pseUfqtp3tmZc6c.html OneNote - Best Practices - kzfaq.info/get/bejne/o5NkdLxiyLPNaKc.html Microsoft 365 Best Practices - kzfaq.info/get/bejne/obxzkryUsZuzkok.html Cheers. Doc.

@Hecheva64 11 ай бұрын

@@efficiency365 thanks! I recently discovered your channel and subscribed. I am checking all your videos. Great stuff!

@efficiency365 10 ай бұрын

Thanks. More stuff coming soon. Feel free to suggest topics for videos.