How to use Microsoft Planner | Complete Guide

How to use Microsoft Planner | Complete Guide | Add to Teams

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In this Microsoft Planner for beginners tutorial I cover everything you need to know to use Microsoft Planner. I'll show you how to use Microsoft Planner from the web (from office.com) and also how you can use Microsoft Planner in Microsoft Teams.
⬇️ Microsoft Planner Quick Start Guide, available as a free PDF download 👉 pages.xelplus.com/planner-qui...
Microsoft Planner is a Kanban solution that simplifies task management for teams. It's a fully customizable, visual tool that's super-easy to use. It uses a simple card-based interface with files, checklists, labels, and more to track progress and deadlines. Best of all, it's fully integrated with other Microsoft apps like Teams. You can use Microsoft Planner to manage your teamwork and to make sure everyone in the team knows which tasks to do. Planner is also great for personal task planning and organizing. You can schedule tasks in Planner and get a visual overview of task distribution within the team as well as task due dates and more.
You can filter tasks in Microsoft Planner based on different criteria, such as person responsible, task label, due date etc.
In this complete guide I'll show you how Microsoft Planner works and how you can successfully track your tasks.
00:00 How to Use Microsoft Planner
01:21 How to Access Microsoft Planner
01:59 How to Create a Plan in Microsoft Planner
03:39 What are Buckets in Microsoft Planner
05:18 How to Create Tasks in Microsoft Planner
11:23 How to Manage Projects with Microsoft Planner
12:51 How to Filter and Group Information in Microsoft Planner
13:40 How to Use Charts View in Microsoft Planner
14:04 How to Use Schedule View in Microsoft Planner
14:43 How to Export a Plan from Microsoft Planner to Excel
15:17 How to Use Planner in Microsoft Teams
LINK to Microsoft Teams Tutorials: • Microsoft Teams
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#microsoftplanner

Пікірлер: 421

@LeilaGharani 10 ай бұрын

Grab your copy of the free PDF quick start guide for Microsoft Planner here 👉 pages.xelplus.com/planner-quick-start

@Palitzonsky 8 ай бұрын

Wow so cool... But what if the Assignee removes the task??? How can I prevent that?

@hectoralicea3079 3 жыл бұрын

Thanks Leila!! Awesome tool to know. We use 365 at my job, and I will start using this this week. I work for a non profit so your trainings and expertise i find so valuable to me. Thanks again to you and your team. Enjoy your day.

@davidadams421 3 жыл бұрын

Wow! That was easily the best overview I've seen. Outstanding! As a follow-up video idea ... "Real Plans in Planner", a collection of how different people use it. It is so flexible and, as they say, there are many ways to skin a cat.

@cjmccoy3076 Жыл бұрын

EXACTLY WHAT I NEEDED. Really appreciate the time and effort you put into structuring your content. Beautifully done. Consider me a fan!

@Dehcallmeandsome 3 жыл бұрын

Hi Leila, brilliant tutorial thank you. I use planner often for my work and I'm encouraging use for the board of my charity organisation. You've added to my skill level and I'm happy to share. Subscribed!

@jreder25 3 жыл бұрын

When adding plans to Teams you are only able to do this if you created the plan based on that Team Group. If you don't so this then you can't use the embedded app, but...you can add it to a Team using the website app/tab in your Teams channel. Fun tool. Great overview!

@maxxmaxxmar2835 3 жыл бұрын

Thank you very much, Leila. it does help me to understand the overview quickly, your presentation is really great!

@lh9233 2 жыл бұрын

Thank you ! Your videos are now my ‘go to’ for anything I need to learn more on Microsoft. Your way of explaining and articulation is so straightforward, logical and educational, good pace and easy to understand ! Amazing!

@vijayarjunwadkar 3 жыл бұрын

What do I say? I have recently migrated to MS Teams and your videos are just-in-time for me to help with transition! Your 3D approach - Describe, Demonstrate, Deliver is unmatched and makes every technical topic a cakewalk! Bravo! 😊👍

@LeilaGharani 3 жыл бұрын

Awesome! Thank you Vijay!

@epiculistewithjeannettebar7614 2 жыл бұрын

Excellent tutorial. Well structured, easy to understand and a good pace.

@12boxes 3 жыл бұрын

Thank you. I was discussing how to keep control of a suite of training videos we are currently preparing. You just showed me exactly how to do it. The ability to link to live documents and other files was a critical element of our discussion.

@LeilaGharani 3 жыл бұрын

Fantastic! Hope it will come in handy.

@jeffreyallankent 3 жыл бұрын

This is the best tutorial I have seen for Planner. Thanks for sharing this. This will be my "go to" tutorial for those who are starting with Planner.

@LeilaGharani 3 жыл бұрын

Thank you! You're so welcome!

@maheshglmotta3496 2 жыл бұрын

Thanks Leila. This was brilliant. Explained so very simply and the steps are now registered for life. Many Many Thanks for the superb content.

@NikolayUnguzov 3 жыл бұрын

So nice, clean, simple and helpful! Thank you.

@djfmate 3 жыл бұрын

Thankyou for sharing this information on Planner. I work for a not-for-profit organization in Australia and we moved over to O365 and MS Teams just around 18 months ago. Many of my colleagues use Planner but not in the most efficient way and definitely not taking advantage of all its features that you have so clearly explained! I will be sharing this video with them soon! Thanks again for such brilliant content Leila! Cheers from David in Australia. 👍😉🙌

@LeilaGharani 3 жыл бұрын

You are so welcome, David! Hope your colleagues will find it useful.

@gabriellaprievara7379 3 жыл бұрын

Thank you for this excellent video! At my workplace, we just started to use Planner today. I'm so happy that I could start studying with you right away. :)

@LeilaGharani 3 жыл бұрын

You are so welcome, Gabriella!

@denconstutube 3 жыл бұрын

Excellent video/education. I have used Project for many years and I think it is one of the best management tools available. I will give Planner a try, but I think Project will still be my favorite. I appreciate all of your videos and view them even if I'm not interested in the topic because you always do such a great job explaining them. Thank you.

@LeilaGharani 3 жыл бұрын

Great to hear! Thank you!

@danpelletier6727 2 жыл бұрын

Nice video Leila. Effective management tool to track a small-scoped project. As always, you are an excellent presenter!

@berndkroon5147 3 жыл бұрын

Great video, complete and very informative, as always!

@SavageGothamChess 3 жыл бұрын

EXCELLENT TUTORIAL. BRIEFLY EXPLAINED. NEVER KNEW YOU COULD EXPORT THEM TO EXCEL.

@LeilaGharani 3 жыл бұрын

Glad it was helpful!

@MisVideosABA 3 жыл бұрын

Hi Leila, wow really awesome training one quick question: Does Microsoft planner have a Gantt chart? If not, is there some workaround to generate a Gantt chart? Note: Our company doesn't want to use MS Project because we don't have any complex projects neither dependencies between tasks. Also, we want to work in a Canvas using the Agile approach.

@NiqueChristique 3 жыл бұрын

Yeeeeeeeeeees! Thank you for this info Queen!!!! I needed this.

@michaelsongiso4877 2 жыл бұрын

Leila you're the best , I have never seen someone thatb explains so well in my life , it's actually hard not to understand you. Hoping to do morer training with your videos

@martinrubrey3875 Жыл бұрын

Hi Leila - Great video - I am just getting into Planner, Lists, To do, Teams - great video along with all your others. I am really getting to understand which app to use now, keep up the good work.

@BDV000 3 жыл бұрын

Wow! Great video. I plan on using this for my projects at work that need collaboration as well

@DanA-fk6tl 2 жыл бұрын

You ROCK! Very clear, good pace. So valuable. Thank you.

@glennangelomacalintal1034 3 жыл бұрын

Hi Leila! solid tutorial! Just a query, may we add target dates/deadlines to subtasks as well? Thank you!

@janbotha7160 2 жыл бұрын

Thanks Leila! Always super informative and helpful. Always walk away excited to test myself :) well.done!

@harishpranavjagannath9599 Жыл бұрын

Fantastic!--not only are your videos introductory and give an overview, they also go into a details which really helps. Thanks Leila. Can you please plan to do videos on Planner-->PowerAutomate/Flow-->PowerBI? (I think the route might be Planner-->Flow-->SharePoint/Excel-->PowerBI?) The videos on this topic are just too complicated to follow and the easy ones I saw were in Spanish! (so hard to follow!) My team is using these tools....and I am encouraging the use the of PowerAutomate into PowerBI. Please provide an update if this is a topic of interest for you and your team to make a video on! will be eagerly looking forward!

@yogibearstie 3 жыл бұрын

Thank you, I used your tutorial to do an initial setup of Planner in Teams today to be our Kanban.

@LeilaGharani 3 жыл бұрын

Wonderful! I hope it will be helpful. It really works well for us.

@sanjayaais8495 3 жыл бұрын

Thanks so much Leila for introducing to Planner. Really enjoy the learning experience and look forward to see more.

@LeilaGharani 3 жыл бұрын

Thanks for watching!

@terihandrick2333 Жыл бұрын

Hello Leila, I guess I am late to the party, but this is my first intro to Planner, and I am so excited about this I will be setting up Planner and new tasks as soon as I get to work tomorrow. Thank you so much for your sessions they are amazing.

@ErieRegionalChamber 3 жыл бұрын

Thanks for this great overview! We just started using Teams during the pandemic and it's been great to help us work remotely and stay on task.

@LeilaGharani 3 жыл бұрын

Our pleasure!

@NOlsen8 Ай бұрын

Thank you, Leila!

@adriansingleton452 3 жыл бұрын

Hey Leila, you've done it again! Another clear and excellent tutorial that gets the job done!

@James-ye2ee 3 жыл бұрын

@isisduncan4484 2 жыл бұрын

Great video! I'm designing a new project and this really helped get me started with planner

@TheConanwarrior 2 жыл бұрын

Another amazing video Leila, thanks for that. Just wondering if would be possible to set to receive reminders on outlook before the task due date? Thanks

@9444444441 2 жыл бұрын

It's a great video, added something productive for the day. Thanks a ton!!!

@channamendis2455 3 жыл бұрын

Hi Leila, hope you'll do complete guide of ms sharepoint soon.

@whatisleansixsigmabydr.sal4884 Жыл бұрын

Great job as always. ما شاء الله تبارك عليك.

@rodrigoparanhos3080 2 жыл бұрын

This is the best channel for bussiness tools

@ricardoromo96 3 жыл бұрын

No idea this existed. Thank you!! I always used wiki and onenote to keep track of my to-do list. This is waaaaay more useful!

@LeilaGharani 3 жыл бұрын

Glad it was helpful, Ricardo!

@khaledyousef691 2 жыл бұрын

It is one of the best software to plan for project, thank you for the presentation

@trinhtri6608 3 жыл бұрын

Good job! thank so much your teaching

@thelondoners-lifeisart 2 жыл бұрын

Superb! You are a literal genius Leila! Thank you 🙏

@chuckbell478 Жыл бұрын

Thanks for the continued amazing content, Leila. At 10:15 you mention that an email will be sent to notify of assigned tasks. Since we're working to manage our projects in Teams, a Teams notification would be much more appropriate. I want to move away from email. Is there a way to set the notifications up so they remain in Teams? Thanks as always.

@jessejames4444 Жыл бұрын

Great video!

@SR-nn1lj 2 жыл бұрын

Thanks Leila. Love your work...

@gamerplay8922 3 жыл бұрын

Great video! I was just lookin into this will be great to keep track of things

@LeilaGharani 3 жыл бұрын

Glad it was helpful!

@riupadhyay 3 жыл бұрын

Hi Leila, thank you for the awesome content here. I have a question: I am not able to select "Use an existing plan from this team" radio button. what's the trick ?

@KevBarnes 3 жыл бұрын

What a great tutorial, thank you 👍

@bobperkins409 3 жыл бұрын

Very helpful.....great way to manage small projects.

@jsbstulsa 3 жыл бұрын

So very helpful! I use this video to train my team. Thanks!

@LeilaGharani 3 жыл бұрын

Great to hear, John!

@chinmaygarg281 2 жыл бұрын

Loved the shout out to Microsoft Project!

@tcallisto 2 жыл бұрын

This was great, thanks for this overview. One feature that I found really useful was the list view if you add planner in Teams. The list view is not yet available in SharePoint.

@dmurzeau 3 жыл бұрын

Great video , thank you for your clear explanation. As usual you help me to save time !

@LeilaGharani 3 жыл бұрын

Our pleasure, Dominique!

@JorgeEscobarMX 2 жыл бұрын

Thank you, I'm actually going to use planner tomorrow for scheduling and track my learning progress on programming languages.

@LeilaGharani 2 жыл бұрын

👍

@ElvisRamirez 2 жыл бұрын

Thank you ver much, it's so great work with the planner and his integration with other Microsoft aplications.

@TrishLee 3 жыл бұрын

Looking forward to your next video!

@vishalmhatre7651 2 жыл бұрын

Very Useful! thanks for that

@omarmoukaddem9005 3 жыл бұрын

Thank you for all your videos.

@xlr82nrg666 Жыл бұрын

Great video, thank you.

@wrockage 9 ай бұрын

wonderful, thank you!

@Raffyago1944 2 жыл бұрын

G'day thanks for the video. I have a question about the custom labels. But they don't reflect in the other 'plans' within the planner. How do you make the custom labels appear in all the plans for all the tasks regardless of plan or bucket?

@bazfit 2 жыл бұрын

Great and well presented overview! thanks Leila

@DaCelestial 2 ай бұрын

@leilaGharani thank you for such a great video. It was just the right amount of information for anyone. I especially liked the section on what is NOT for. This was the most important part of the video for me as this is exactly I spend a lot of time trying to figure out.

@LeilaGharani 2 ай бұрын

Glad it was helpful!

@keithsmith8762 3 жыл бұрын

Great presentation. Now I can share with my colleagues

@mram4u 3 жыл бұрын

Brilliant video! Thank you. Does it show a history of who changed what? An audit history would be amazing.

@jajwarehouse1 3 жыл бұрын

I looked into Planner a bit because I thought it may be beneficial in our business, but it has some shortcomings that I believe would make it more of a hassle to use than it would be worth. I will check it out again after it has time to mature.

@farazsahil237 3 жыл бұрын

Very informative and easy to understand. I never used MS Planner, but I will give it a try!

@LeilaGharani 3 жыл бұрын

Let us know how you like it.

@victoriamcmann9059 2 жыл бұрын

Excellent summary thanks!

@BrianMCollyer 2 жыл бұрын

Thanks Leila, very helpful, Our company uses Smartsheet a lot but is migrating to 365 so I see this as a plus as our use of Team continues to grow.

@LeilaGharani 2 жыл бұрын

👍

@p.c.336 2 жыл бұрын

Very nice and clear. Appreciate your efforts 🙏

@coolbeing163 Жыл бұрын

Wow - You explained nicely thanks. Today, I am demoing Planner to my team. :)

@marygracepruet6803 Жыл бұрын

Excellent. Crystal clear and super informative. Couldn’t ask for more :)

@LeilaGharani Жыл бұрын

Awesome, thank you!

@ankurtripathi8305 Жыл бұрын

@@LeilaGharani X can assign task to Y and after completion of task Y will update the same and X will get notification. Can Y assign the task to Z ??? For example one lead (X)assigns the task to designer then Designer (Y) completed the task and assign the same to reviewer (Z) . After reviewing task is completed reviewer will update in task planner.

@wayneedmondson1065 3 жыл бұрын

Hi Leila. Very interesting! Thanks for sharing :)) Thumbs up!!

@starblocketp 3 жыл бұрын

Thank you, great intro :)

@joseantonioteixeiraazevedo5166 2 жыл бұрын

Thanks for the explanations, they were very clear and objective.

@LeilaGharani 2 жыл бұрын

Glad you enjoyed it!

@daramandara6562 3 жыл бұрын

As always, i have to hit that like button for my absolutely best channel on youtube. U r just amazing Leila

@LeilaGharani 3 жыл бұрын

Thank you so much 😀

@sylvieaubertdass836 3 жыл бұрын

Hi Leila! Excellent video! Could you make a video on best application to schedule & track a bunch of recurring (monthly) tasks for a team.

@marshallhosel1247 2 жыл бұрын

Well done, thank you!

@JorgeEscobarMX 2 жыл бұрын

OMG! this is the secnond time I watch this video already!

@kevinolivares8793 8 ай бұрын

I´ve been watching your videos for a while now and they are great. Would you recommend using MS Planner as a production schedule tool? I need a tool to see what´s coming to the production floor and what is correctly being manufactured.

@AO-xp1bg 11 ай бұрын

You are amazing, Leila.

@brian1801 3 жыл бұрын

People hitting the Dislike button must have dyslexia and thought they were hitting Like. I have been providing training and consulting to the Fortune 50, including Microsoft, for 25+ years and Leila's content and presentations are exceptional. When someone tells you for what uses a software application is not appropriate, they are not just detailing features but also have a good understanding of the overall business need as well as other applications which fulfill that need. It is nice to see someone so talented doing so well.

@LeilaGharani 3 жыл бұрын

Wow, thank you Brian for the kind feedback!

@kashmoney1 3 жыл бұрын

Great video Leila...power A/I automated apps could be helpful for next future videos.

@ben-jeerpa2166 3 жыл бұрын

Perfectly planned! Just in time for my schedule ;-)

@LeilaGharani 3 жыл бұрын

Great!

@neelmahassan2235 2 жыл бұрын

Thank you so much Great much appreciated to the point

@habukproductions6966 3 жыл бұрын

I know it deserves a like. even though I haven't seen it completely

@jms9057 2 жыл бұрын

If this were integrated with Outlook to allow you to link tasks to emails, that would be a game-changer for me. Everything in my job revolves around email.

@bouchedoubahmed1277 2 жыл бұрын

i think the idea is to avoid using reminder in outlook , otherwise you can find all the notifications sent in the Group on which the channel is created in teams , after each comments or task

@ThatsNotMyDog 2 жыл бұрын

I use Planner with Outlook but I created a MS Flow (aka Power Automated) to create the trigger for linking my task to an email.

@papadop 2 жыл бұрын

I feel some of the apps can be consolidated. It all seems overwhelming.

@davegilbertson Жыл бұрын

@@ThatsNotMyDog came to say this

@grantleslie4298 Жыл бұрын

@@ThatsNotMyDog I have been keen to set this up but struggled (not sure if it is a Max thing 🤷🏼‍♂️ 🤦🏼‍♂️ 😂). How easy is it to setup the workflow?

@stressboy4326 Жыл бұрын

Hi Leila, could I ask if there is any way where I could add additional values to progress? Such as "On-Hold" or "Cancelled?"

@Mohammed-pe6oy 3 жыл бұрын

I had used it before... Then gradually stopped. Now with teams, I'm gonna bring it back in. Thanks LG ;)!

@LeilaGharani 3 жыл бұрын

Our pleasure!

@yaaaaassine 2 жыл бұрын

Very Good. Thanks

@Liz-jp3ng 2 жыл бұрын

I really love these training and or informational videos. What really sucks is that the actions available shown here do not show on Planner 07/2022

@marvinschumann6832 3 жыл бұрын

Amazing value, thank you so much!

@LeilaGharani 3 жыл бұрын

You're so welcome, Marvin!

@jmclean981 2 жыл бұрын

Great video! Have Done your power query course and you are great at explaining using MS Tools. Do you know if AT MENTION will be added to MS Planner?

@ultramaxx1155 9 ай бұрын

I love your videos. You are beautiful and Smart!

@martynshenstone5819 3 жыл бұрын

The mug lol! And the video is excellent as well :)

@NorwayAerials 3 жыл бұрын

Thanks Leila for very informative and useful videos!

@LeilaGharani 3 жыл бұрын

My pleasure!

@DanielHarrisCodes 2 жыл бұрын

We use Planner for tracking recruitment activities, and move a candidates card through the various stages. This is the kind of simple project that Planner seems to work really well for. I don't think I could make it work well for many other types, if you did a follow up video with real world examples of plans you may have ran through Planner that would be useful.

@mikes5782 2 жыл бұрын

How do you like using it for recruiting?

@DanielHarrisCodes 2 жыл бұрын

@@mikes5782 we find it really effective. Quick access to the stage each candidate is at. We can use tags to specify the role they applied for. Just to be clear we aren't a recruitment agency we are using a mix of recruitment and direct applicants for people want to join our company