How to use the NEW Microsoft Planner in Teams

Рет қаралды 67,062

Күн бұрын

Welcome to our comprehensive tutorial on using the new Microsoft Planner in Microsoft Teams! This step-by-step guide is perfect for beginners looking to boost productivity and streamline task management with this powerful tool.
In this video, you’ll discover:
How to easily access Microsoft Planner in Teams
Simple steps to set up a new plan from scratch
Efficiently adding, organizing, and tracking tasks
Assigning tasks to team members for better collaboration
Monitoring progress with visual charts and reports
Advanced features like labels, due dates, and priority settings
Microsoft Planner in Teams offers a seamless integration that enhances your team's workflow, making project management more efficient. With features like task assignments, progress tracking, and visual dashboards, staying on top of your projects has never been easier.
Whether you're new to Microsoft Teams or aiming to improve your project management skills, this beginner-friendly guide will help you harness the full potential of Microsoft Planner.
0:00 Introduction
0:17 Accessing the New Microsoft Planner in Teams
1:03 Navigating the New Microsoft Planner My Day
2:36 My Tasks
3:42 My Plans
4:43 Different View of Plans
5:54 Create a new plan and add tasks
9:53 Add a plan to a Microsoft Teams channel

Пікірлер: 32

@sander.pollumae Ай бұрын

Thank ypu, it was helpful!

@gwenmta 18 күн бұрын

This was so helpful! Thank you for saving me tons of time trying to figure this out by myself!

@IvanCortinas_ES Ай бұрын

Excellent explanation Jamie! Thank you!!!

@TeachersTech Ай бұрын

Glad it was helpful!

@EmmaJohnson-dv9cx Ай бұрын

Great Video! Below are the Timestamped Summaries from ChatWithPDF: 00:00📝 Introducing the new Microsoft Planner in Teams for work management. 00:36🌟 The new planner combines Microsoft To-Do, Planner, and Project for a collaborative experience. 01:13📅 Quick tour of the new Microsoft Planner with easy navigation and task management. 01:51🔍 Sorting tasks, details, and columns for efficient workflow in Microsoft Planner. 02:29📧 Task filtering, attachments, and organization within Microsoft Teams. 03:06📊 Viewing plans from different apps and filtering options for efficient project management. 03:42🗒 Creating and managing plans within Microsoft Planner for seamless integration. 04:20🔄 Connecting tasks to plans, changing views, and filtering options for better organization. 04:59📋 Adding tasks, setting due dates, assigning team members, and customizing tasks in Microsoft Planner. 05:33📈 Checking task status, viewing progress, and managing projects effectively in Microsoft Planner. 06:08🎨 Creating new plans from scratch or using templates for quick setup in Microsoft Planner. 06:40🔄 Pinning plans, adding tasks, and organizing buckets for better task management. 07:14📅 Adding tasks with due dates, assigning team members, and customizing task details in Microsoft Planner. 07:48🔄 Organizing tasks by moving them between buckets and changing task views for better visualization. 08:20📑 Using templates for quick plan creation, editing tasks, and managing projects efficiently in Microsoft Planner. 08:54🔄 Editing tasks, deleting, moving, or copying them for easy customization in Microsoft Planner. 09:22📌 Integrating plans into Teams channels, adding tabs, and managing tasks collaboratively in Microsoft Planner. 09:55🔍 Checking assigned tasks, adding them to 'My Day', and completing them within Microsoft Planner. 10:28🔄 Customizing task views within Teams channels for efficient collaboration in Microsoft Planner. 11:00🚀 Concluding walkthrough of the new Microsoft Planner's integration features for streamlined work management in Teams.

@abhimanyusharma1789 4 күн бұрын

Fantastic tool and great video

@mujaahid1989 27 күн бұрын

Great video! Is there a way to duplicate a plan that’s not associated to a group? I have multiple self-created plans and just want to make copies for new project but can’t find a copy option to copy all the tasks inside the plan to a new plan

@potatotitan5625 Ай бұрын

Is there any way to change default way to open Planner attachments directly in desktop apps (Teamsx,excel,PPT)?

@Pietttro78 Ай бұрын

@Teacher's Tech Hi, Great video. is there a way to export Tasks or Plans to the EXCEL PLEASE?

@agatastaniak7459 Ай бұрын

Maybe a video on how to switch off automated updates and how to prevent Teams from trying to switch itself on when the user does not want to use it? Maybe it's just me but recently MT has been notorious for such "unwanted self-activiations and self-updates" that I seriously take into account the possibility of permanent removal of it with no interest of using this service in the future. So in case there is a chance to make it a tiny bit less annoying I would really appreciate some quick troubleshooting video on such topic. As for MT, I only use it since companies I work with use it but yes, users feedback for the serice provider- please, make it less annyoing and self-imposing for times when I do want to use other serices. Otherwise, I'm not going to be the only user on the globe getting completely fed up with excessive disruption of my work due to service being way too much out of control of end user.

@DigitalJeremy Ай бұрын

In my role we call that the Surprise Upstream Change. We can be subject to the SUC at any time without notice. Strange how, in this day and age of change management, MS can be fast and loose with updates or changes but other IT teams are strictly controlled.

@myrnaalexander Ай бұрын

With the new planner I can no longer bulk move tasks from one plan to another. Is there a way to do this

@sander.pollumae Ай бұрын

Thank you for the very useful video. I have not been able to add collaborater, customers and experts outside my organisation to MS Teams, ToDo and now Planner. This is very important in my work and I am thinking on giving up on Microsoft allready. Have you any good ideas how to add tasks and include people outside of the organization to Teams, Planner etc?

@DMVCURLS Ай бұрын

For data security I'm almost positive that would not be allowed or made possible. I would get a second personal laptop and use that to keep them updated or your org should come up with a solution

@DMVCURLS Ай бұрын

I know having two locations for stuff sucks I have to do it too and I wish I could just have one...

@hayleynashgame Ай бұрын

You can do this but you’ll need to follow a few steps: 1) Within your Team, ensure you’re using a Shared Channel in order to collaborate on files or apps with external guests. If your channel is set to Standard or Private then you won’t be able to add external users, so will need to create a new Shared channel. 2) Next, add guests. You can do this if you are a Teams Admin by adding external users email addresses to your shared teams channel, and they’ll get ‘Guest’ access. If you don’t have admin access (most people don’t if they’re using their companies org Teams), then follow your internal process to request access via IT etc. You will need to provide them with the email addresses of the external users, and request that they be given Guess User access to your shared channel. Hope this helps!

@hazmat5118 Ай бұрын

Why no Board view for my private tasks?

@Shabz-v6l 10 күн бұрын

Can I use the MS planner for private use ,only so that other people cannot view it

@gruvercooleyhomesandinteriors 22 күн бұрын

can you create templates on it?

@rahimovassagh4569 29 күн бұрын

Everything you explained was already in there. So, what's new in Planner?

@MrFou1 7 күн бұрын

Not @mentions... The new version it's just a joke

@geoffthomson6602 Ай бұрын

Great video and a nice overview of the new features. I'm glad to see MS acted on user requests over the years. Still a few features that seem to be missing. As your video shows, easy to use when you have small amounts of content but after a while the list of planners starts to grow and grow and becomes difficult to manage. If you're working in several planners, providing organization options would be great. A search function within the planner hub to find a specific plan should be available. Also, allow users to filter or categorize plans by category or type which could be an option when creating a new plan. New plan > Category= Type 1, Type 1, Type 3, etc... and then user can select these types as filters. Also, I notice in a video posted on MS 365 channel there are additional functions in Advanced Planner which I don't see in your version? kzfaq.info/get/bejne/artlfrGos6iwlHU.html

@laurilintott4754 27 күн бұрын

How do you turn off the task completed ding? It is very loud and distracting.

@PiliPala99 24 күн бұрын

Depends if you're on old or new teams, but I think it should be in the To Do app settings. I may have done it through Outlook, and not in Teams itself.

@notorioussamurai1671 Ай бұрын

❓Looks promising but does it solve my main two problems❓ 1. Many users accidentaly click on the DONE button on tasks asigned to three persons, leaving the other two with completed task, which they sometimes didnt even see…. 2. I like to manage daily tasks in mobile app, but there I cannot just push parts of a bigger task into my daily view via checklists - If I do my part of a bigger task with checklist I will still see it on daily view to distract me…

@PiliPala99 24 күн бұрын

Simplest way would be to create subtasks for the individual to tick off, would still show up in their assigned tasks though, they would have to unassign themselves from the task once they had completed it. It isn't very well set up for collaboration.

@lil-g4879 Ай бұрын

Considering their resources, this planner is no more than a to do list. It is nowhere near a PM system that I would hope for from someone like Microsoft.

@PiliPala99 24 күн бұрын

You can't even copy tasks over from your private To Do list, and that's the only way to create tasks from an email. It is SO limited, considering I'm only using Microsoft software for work the lack of integration is shocking.